Carr Financial Group’s Altria Group MO Stock Holding History

Carr Financial 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	-4,165	Closed	-$275K	–	198
2025 Q3	$275K	Buy	4,165 +55	+1%	+$3.48K	0.08%	151
2025 Q2	$241K	Buy	+4,110	New	+$241K	0.07%	165

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carr Financial Group's MO Position: Q4 2025 in Review

Carr Financial Group sold out of Altria Group (MO) in Q4 2025, closing a stake of 4,165 shares — an estimated $275K sold.

Carr Financial Group first reported a position in MO in Q2 2025 and held it in 2 quarters. The position peaked at $275K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

Carr Financial Group reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
Carr Financial Group sold 4,165 Altria Group shares in Q4 2025, an estimated $275K.
Carr Financial Group first reported a position in Altria Group in Q2 2025 and held it in 2 quarters.
Carr Financial Group's Altria Group position peaked at $275K in Q3 2025.
2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Carr Financial Group's 13F filing for Q4 2025, filed 9 Jan 2026.