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CFS Investment Advisory Services’s Altria Group MO Stock Holding History

CFS Investment Advisory Services’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
-3,141
Closed -$203K – 350
2025
Q3 		$203K Buy
+3,141
New +$199K 0.02% 338

Other funds holding MO

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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

CFS Investment Advisory Services's MO Position: Q4 2025 in Review

CFS Investment Advisory Services sold out of Altria Group (MO) in Q4 2025, closing a stake of 3,141 shares — an estimated $203K sold.

CFS Investment Advisory Services first reported a position in MO in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • CFS Investment Advisory Services reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 3,141 Altria Group shares in Q4 2025, an estimated $203K.
  • CFS Investment Advisory Services first reported a position in Altria Group in Q3 2025 and held it in 1 quarter.
  • CFS Investment Advisory Services's Altria Group position peaked at $203K in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on CFS Investment Advisory Services's 13F filing for Q4 2025, filed 10 Feb 2026.