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Wealth Group’s Altria Group MO Stock Holding History

Wealth Group’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 		– Sell
-11,494
Closed -$690K – 128
2025
Q1 		$690K Buy
11,494
+475
+4% +$25.9K 0.45% 52
2024
Q4 		$576K Buy
11,019
+366
+3% +$19.5K 0.37% 62
2024
Q3 		$544K Buy
10,653
+294
+3% +$14.9K 0.37% 66
2024
Q2 		$472K Sell
10,359
-845
-8% -$37.5K 0.34% 70
2024
Q1 		$489K Buy
+11,204
New +$465K 0.37% 64

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

Wealth Group's MO Position: Q2 2025 in Review

Wealth Group sold out of Altria Group (MO) in Q2 2025, closing a stake of 11,494 shares — an estimated $690K sold.

Wealth Group first reported a position in MO in Q1 2024 and held it in 5 quarters. The position peaked at $690K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Wealth Group reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 11,494 Altria Group shares in Q2 2025, an estimated $690K.
  • Wealth Group first reported a position in Altria Group in Q1 2024 and held it in 5 quarters.
  • Wealth Group's Altria Group position peaked at $690K in Q1 2025.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.