Winthrop Advisory Group’s Altria Group MO Stock Holding History

Winthrop Advisory 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
2026 Q1	–	Sell	-3,797	Closed	-$224K	–	207
2025 Q4	$224K	Buy	+3,797	New	+$229K	0.02%	172
2022 Q2	–	Sell	-3,866	Closed	-$205K	–	137
2022 Q1	$205K	Buy	+3,866	New	+$197K	0.04%	130
2021 Q2	–	Sell	-5,141	Closed	-$263K	–	140
2021 Q1	$263K	Sell	5,141 -65	-1%	-$2.91K	0.06%	106
2020 Q4	$213K	Buy	+5,206	New	+$209K	0.06%	126
2020 Q2	–	Sell	-5,330	Closed	-$206K	–	96
2020 Q1	$206K	Sell	5,330 -853	-14%	-$37.9K	0.08%	81
2019 Q4	$309K	Sell	6,183 -1,238	-17%	-$58.4K	0.11%	77
2019 Q3	$304K	Buy	7,421 +1,656	+29%	+$76.2K	0.12%	70
2019 Q2	$273K	Sell	5,765 -343	-6%	-$18K	0.11%	69
2019 Q1	$348K	Sell	6,108 -110	-2%	-$5.62K	0.15%	60
2018 Q4	$307K	Sell	6,218 -172	-3%	-$9.97K	0.16%	55
2018 Q3	$385K	Buy	6,390 +366	+6%	+$21.7K	0.22%	51
2018 Q2	$342K	Buy	6,024 +1,270	+27%	+$73.2K	0.22%	50
2018 Q1	$263K	Sell	4,754 -112	-2%	-$7.42K	0.19%	63
2017 Q4	$342K	Buy	+4,866	New	+$326K	0.24%	56

Other funds holding MO

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return