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WFA Asset Management’s Altria Group MO Stock Holding History

WFA Asset 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 		$1.46M Buy
28,595
+4,933
+21% +$313K 0.79% 17
2025
Q2 		$1.08M Buy
23,662
+3,832
+19% +$225K 0.61% 19
2025
Q1 		$865K Sell
19,830
-12,186
-38% -$665K 0.45% 22
2024
Q4 		$1.67M Buy
32,016
+3,421
+12% +$182K 0.91% 17
2024
Q3 		$1.46M Buy
28,595
+4,933
+21% +$249K 0.79% 17
2024
Q2 		$1.08M Buy
23,662
+3,832
+19% +$170K 0.61% 19
2024
Q1 		$865K Buy
19,830
+3,518
+22% +$146K 0.45% 22
2023
Q4 		$658K Buy
16,312
+1,002
+7% +$41.4K 0.36% 24
2023
Q3 		$644K Buy
15,310
+3,374
+28% +$149K 0.38% 25
2023
Q2 		$541K Buy
11,936
+220
+2% +$9.96K 0.32% 28
2023
Q1 		$523K Buy
11,716
+224
+2% +$10.3K 0.32% 30
2022
Q4 		$525K Buy
11,492
+1,096
+11% +$49.6K 0.35% 26
2022
Q3 		$420K Buy
10,396
+371
+4% +$16.2K 0.3% 27
2022
Q2 		$419K Buy
10,025
+158
+2% +$8.18K 0.29% 25
2022
Q1 		$516K Buy
9,867
+175
+2% +$8.91K 0.34% 24
2021
Q4 		$459K Buy
+9,692
New +$444K 0.3% 23

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

WFA Asset Management's MO Position: Q3 2025 in Review

WFA Asset Management increased its Altria Group (MO) stake by 21% in Q3 2025, buying an estimated $313K and bringing the position to 28,595 shares worth $1.46M. The position accounts for 0.79% of the portfolio, ranked #17.

WFA Asset Management first reported a position in MO in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.67M in Q4 2024. 2,351 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • WFA Asset Management held 28,595 shares of Altria Group worth $1.46M as of Q3 2025.
  • WFA Asset Management bought 4,933 Altria Group shares in Q3 2025, an estimated $313K.
  • Altria Group made up 0.79% of WFA Asset Management's portfolio in Q3 2025, its #17 holding.
  • WFA Asset Management first reported a position in Altria Group in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's Altria Group position peaked at $1.67M in Q4 2024.
  • 2,351 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.