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Capital Insight Partners’s Altria Group MO Stock Holding History

Capital Insight Partners’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
-3,475
Closed -$230K – 153
2025
Q3 		$230K Sell
3,475
-104
-3% -$6.59K 0.04% 157
2025
Q2 		$210K Buy
3,579
+154
+4% +$9.04K 0.04% 161
2025
Q1 		$206K Buy
+3,425
New +$187K 0.04% 156
2024
Q1 		– Sell
-6,500
Closed -$262K – 165
2023
Q4 		$262K Hold
6,500
– – 0.05% 151
2023
Q3 		$273K Hold
6,500
– – 0.06% 142
2023
Q2 		$294K Sell
6,500
-640
-9% -$29K 0.07% 139
2023
Q1 		$319K Sell
7,140
-345
-5% -$15.9K 0.07% 138
2022
Q4 		$342K Sell
7,485
-115
-2% -$5.21K 0.09% 128
2022
Q3 		$307K Sell
7,600
-5,435
-42% -$237K 0.08% 129
2022
Q2 		$544K Sell
13,035
-3,875
-23% -$201K 0.13% 117
2022
Q1 		$884K Sell
16,910
-1,328
-7% -$67.6K 0.18% 112
2021
Q4 		$864K Sell
18,238
-2,315
-11% -$106K 0.18% 115
2021
Q3 		$936K Sell
20,553
-1,246
-6% -$60.2K 0.2% 115
2021
Q2 		$1.04M Sell
21,799
-885
-4% -$43.5K 0.23% 112
2021
Q1 		$1.16M Sell
22,684
-189
-0.8% -$8.47K 0.28% 110
2020
Q4 		$938K Sell
22,873
-1,185
-5% -$47.6K 0.24% 113
2020
Q3 		$930K Buy
24,058
+4,858
+25% +$202K 0.26% 113
2020
Q2 		$754K Buy
+19,200
New +$749K 0.24% 112

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

Capital Insight Partners's MO Position: Q4 2025 in Review

Capital Insight Partners sold out of Altria Group (MO) in Q4 2025, closing a stake of 3,475 shares — an estimated $230K sold.

Capital Insight Partners first reported a position in MO in Q2 2020 and held it in 18 quarters. The position peaked at $1.16M in Q1 2021. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Capital Insight Partners reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Capital Insight Partners sold 3,475 Altria Group shares in Q4 2025, an estimated $230K.
  • Capital Insight Partners first reported a position in Altria Group in Q2 2020 and held it in 18 quarters.
  • Capital Insight Partners's Altria Group position peaked at $1.16M in Q1 2021.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Capital Insight Partners's 13F filing for Q4 2025, filed 17 Feb 2026.