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Wambolt & Associates’s Altria Group MO Stock Holding History

Wambolt & Associates’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$418K Buy
7,183
+12
+0.2% +$705 0.14% 125
2025
Q1 		$422K Buy
7,171
+760
+12% +$41.5K 0.14% 122
2024
Q4 		$335K Buy
6,411
+48
+0.8% +$2.56K 0.11% 146
2024
Q3 		$324K Buy
6,363
+339
+6% +$17.1K 0.09% 158
2024
Q2 		$277K Buy
6,024
+15
+0.2% +$665 0.08% 173
2024
Q1 		$260K Sell
6,009
-489
-8% -$20.3K 0.08% 200
2023
Q4 		$262K Sell
6,498
-560
-8% -$23.2K 0.09% 213
2023
Q3 		$293K Buy
7,058
+883
+14% +$39K 0.11% 203
2023
Q2 		$280K Sell
6,175
-484
-7% -$21.9K 0.1% 209
2023
Q1 		$300K Sell
6,659
-17
-0.3% -$782 0.11% 210
2022
Q4 		$305K Sell
6,676
-198
-3% -$8.97K 0.12% 192
2022
Q3 		$278K Sell
6,874
-60
-0.9% -$2.62K 0.12% 193
2022
Q2 		$290K Buy
6,934
+23
+0.3% +$1.19K 0.12% 190
2022
Q1 		$364K Sell
6,911
-620
-8% -$31.6K 0.13% 177
2021
Q4 		$357K Buy
7,531
+27
+0.4% +$1.24K 0.13% 179
2021
Q3 		$344K Buy
7,504
+25
+0.3% +$1.21K 0.14% 178
2021
Q2 		$358K Buy
7,479
+524
+8% +$25.7K 0.15% 177
2021
Q1 		$355K Sell
6,955
-117
-2% -$5.24K 0.18% 158
2020
Q4 		$290K Sell
7,072
-116
-2% -$4.66K 0.17% 168
2020
Q3 		$278K Sell
7,188
-100
-1% -$4.16K 0.21% 154
2020
Q2 		$286K Buy
7,288
+37
+0.5% +$1.44K 0.22% 149
2020
Q1 		$280K Sell
7,251
-167
-2% -$7.41K 0.29% 121
2019
Q4 		$370K Buy
7,418
+36
+0.5% +$1.7K 0.28% 116
2019
Q3 		$302K Buy
7,382
+218
+3% +$10K 0.25% 125
2019
Q2 		$339K Sell
7,164
-43
-0.6% -$2.25K 0.29% 119
2019
Q1 		$397K Buy
7,207
+27
+0.4% +$1.38K 0.36% 90
2018
Q4 		$355K Buy
+7,180
New +$416K 0.39% 91

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wambolt & Associates's MO Position: Q2 2025 in Review

Wambolt & Associates increased its Altria Group (MO) stake by 0.17% in Q2 2025, buying an estimated $705 and bringing the position to 7,183 shares worth $418K. The position accounts for 0.14% of the portfolio, ranked #125.

Wambolt & Associates first reported a position in MO in Q4 2018 and has held it in 27 quarters since. The position peaked at $422K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Wambolt & Associates held 7,183 shares of Altria Group worth $418K as of Q2 2025.
  • Wambolt & Associates bought 12 Altria Group shares in Q2 2025, an estimated $705.
  • Altria Group made up 0.14% of Wambolt & Associates's portfolio in Q2 2025, its #125 holding.
  • Wambolt & Associates first reported a position in Altria Group in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Altria Group position peaked at $422K in Q1 2025.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.