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WealthBridge Capital Management’s Altria Group MO Stock Holding History

WealthBridge Capital Management’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
Q4 		– Sell
-7,751
Closed -$512K – 215
2025
Q3 		$512K Buy
7,751
+32
+0.4% +$2.03K 0.12% 121
2025
Q2 		$453K Buy
+7,719
New +$453K 0.11% 128
2020
Q1 		– Sell
-4,216
Closed -$210K – 130
2019
Q4 		$210K Buy
+4,216
New +$199K 0.14% 116
2019
Q2 		– Sell
-3,136
Closed -$163K – 573
2019
Q1 		$163K Buy
3,136
+235
+8% +$12K 0.1% 126
2018
Q4 		$143K Buy
+2,901
New +$168K 0.11% 130

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthBridge Capital Management's MO Position: Q4 2025 in Review

WealthBridge Capital Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 7,751 shares — an estimated $512K sold.

WealthBridge Capital Management first reported a position in MO in Q4 2018 and held it in 5 quarters. The position peaked at $512K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • WealthBridge Capital Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • WealthBridge Capital Management sold 7,751 Altria Group shares in Q4 2025, an estimated $512K.
  • WealthBridge Capital Management first reported a position in Altria Group in Q4 2018 and held it in 5 quarters.
  • WealthBridge Capital Management's Altria Group position peaked at $512K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on WealthBridge Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.