Wellington Capital Management’s Altria Group MO Stock Holding History

Wellington 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 Q2	$576K	Buy	+5,626	New	+$330K	0.86%	51

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Capital Management's MO Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Altria Group (MO) in Q2 2025: 5,626 shares worth $576K. The stake represents 0.86% of the portfolio and ranks #51 among its holdings.

2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

Wellington Capital Management held 5,626 shares of Altria Group worth $576K as of Q2 2025.
Altria Group was a new Wellington Capital Management position in Q2 2025.
Altria Group made up 0.86% of Wellington Capital Management's portfolio in Q2 2025, its #51 holding.
2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.