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Williamson Legacy Group’s Altria Group MO Stock Holding History

Williamson Legacy 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
Q4 		– Sell
-18,160
Closed -$1.2M – 112
2025
Q3 		$1.2M Sell
18,160
-567
-3% -$35.9K 0.93% 50
2025
Q2 		$1.1M Buy
+18,727
New +$1.1M 0.93% 54

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

Williamson Legacy Group's MO Position: Q4 2025 in Review

Williamson Legacy Group sold out of Altria Group (MO) in Q4 2025, closing a stake of 18,160 shares — an estimated $1.2M sold.

Williamson Legacy Group first reported a position in MO in Q2 2025 and held it in 2 quarters. The position peaked at $1.2M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Williamson Legacy Group reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 18,160 Altria Group shares in Q4 2025, an estimated $1.2M.
  • Williamson Legacy Group first reported a position in Altria Group in Q2 2025 and held it in 2 quarters.
  • Williamson Legacy Group's Altria Group position peaked at $1.2M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Williamson Legacy Group's 13F filing for Q4 2025, filed 9 Feb 2026.