Catalyst Financial Partners
MO icon

Catalyst Financial Partners’s Altria Group MO Stock Holding History

Catalyst Financial 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
2026
Q3 		$1.15M Sell
17,089
-1,553
-8% -$108K 0.11% 110
2026
Q2 		$1.34M Buy
18,642
+4,418
+31% +$308K 0.13% 84
2026
Q1 		$939K Buy
14,224
+1,635
+13% +$105K 0.11% 110
2025
Q4 		$726K Sell
12,589
-542
-4% -$32.7K 0.08% 130
2025
Q3 		$867K Buy
13,131
+687
+6% +$43.5K 0.1% 101
2025
Q2 		$730K Buy
12,444
+819
+7% +$48.1K 0.08% 118
2025
Q1 		$698K Buy
11,625
+141
+1% +$7.7K 0.13% 104
2024
Q4 		$600K Buy
11,484
+244
+2% +$13K 0.11% 117
2024
Q3 		$574K Sell
11,240
-29
-0.3% -$1.47K 0.11% 122
2024
Q2 		$513K Buy
11,269
+217
+2% +$9.6K 0.11% 119
2024
Q1 		$454K Sell
11,052
-584
-5% -$24.2K 0.12% 119
2023
Q4 		$469K Sell
11,636
-2,112
-15% -$87.3K 0.13% 100
2023
Q3 		$578K Sell
13,748
-17
-0.1% -$751 0.19% 75
2023
Q2 		$624K Buy
13,765
+1,907
+16% +$86.4K 0.22% 67
2023
Q1 		$529K Buy
11,858
+4,631
+64% +$213K 0.23% 69
2022
Q4 		$330K Buy
+7,227
New +$327K 0.17% 95

Other funds holding MO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Catalyst Financial Partners's MO Position: Q3 2026 in Review

Catalyst Financial Partners reduced its Altria Group (MO) stake by 8.3% in Q3 2026, selling an estimated $108K and leaving 17,089 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #110.

Catalyst Financial Partners first reported a position in MO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.34M in Q2 2026. 2,223 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Catalyst Financial Partners held 17,089 shares of Altria Group worth $1.15M as of Q3 2026.
  • Catalyst Financial Partners sold 1,553 Altria Group shares in Q3 2026, an estimated $108K.
  • Altria Group made up 0.11% of Catalyst Financial Partners's portfolio in Q3 2026, its #110 holding.
  • Catalyst Financial Partners first reported a position in Altria Group in Q4 2022 and has held it in 16 quarters since.
  • Catalyst Financial Partners's Altria Group position peaked at $1.34M in Q2 2026.
  • 2,223 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.