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Caerus Investment Advisors’s Altria Group MO Stock Holding History

Caerus Investment Advisors’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
-5,850
Closed -$386K – 343
2025
Q3 		$386K Buy
+5,850
New +$371K 0.16% 153

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Caerus Investment Advisors's MO Position: Q4 2025 in Review

Caerus Investment Advisors sold out of Altria Group (MO) in Q4 2025, closing a stake of 5,850 shares — an estimated $386K sold.

Caerus Investment Advisors first reported a position in MO in Q3 2025 and held it in 1 quarter. The position peaked at $386K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Caerus Investment Advisors reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Caerus Investment Advisors sold 5,850 Altria Group shares in Q4 2025, an estimated $386K.
  • Caerus Investment Advisors first reported a position in Altria Group in Q3 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's Altria Group position peaked at $386K in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.