Client First Capital’s Altria Group MO Stock Holding History

Client First Capital’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 Q3	–	Sell	-3,501	Closed	-$205K	–	24
2025 Q2	$205K	Buy	+3,501	New	+$206K	0.1%	23

Other funds holding MO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Client First Capital's MO Position: Q3 2025 in Review

Client First Capital sold out of Altria Group (MO) in Q3 2025, closing a stake of 3,501 shares — an estimated $205K sold.

Client First Capital first reported a position in MO in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

Client First Capital reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
Client First Capital sold 3,501 Altria Group shares in Q3 2025, an estimated $205K.
Client First Capital first reported a position in Altria Group in Q2 2025 and held it in 1 quarter.
Client First Capital's Altria Group position peaked at $205K in Q2 2025.
2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Client First Capital's 13F filing for Q3 2025, filed 5 Nov 2025.