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WealthTrak Capital Management’s Altria Group MO Stock Holding History

WealthTrak 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
Q3 		– Sell
-100
Closed -$5.86K – 591
2025
Q2 		$5.86K Buy
100
+25
+33% +$1.47K ﹤0.01% 271
2025
Q1 		$4.5K Buy
75
+30
+67% +$1.64K ﹤0.01% 255
2024
Q4 		$2.35K Buy
+45
New +$2.4K ﹤0.01% 290

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

WealthTrak Capital Management's MO Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Altria Group (MO) in Q3 2025, closing a stake of 100 shares — an estimated $5.86K sold.

WealthTrak Capital Management first reported a position in MO in Q4 2024 and held it in 3 quarters. The position peaked at $5.86K in Q2 2025. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 100 Altria Group shares in Q3 2025, an estimated $5.86K.
  • WealthTrak Capital Management first reported a position in Altria Group in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Altria Group position peaked at $5.86K in Q2 2025.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.