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Coastwise Capital Group’s Altria Group MO Stock Holding History

Coastwise Capital 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
-3,976
Closed -$263K – 236
2025
Q3 		$263K Sell
3,976
-2,018
-34% -$128K 0.18% 107
2025
Q2 		$351K Buy
5,994
+65
+1% +$3.82K 0.28% 78
2025
Q1 		$356K Sell
5,929
-409
-6% -$22.3K 0.3% 79
2024
Q4 		$331K Sell
6,338
-7,112
-53% -$379K 0.26% 86
2024
Q3 		$686K Sell
13,450
-4,058
-23% -$205K 0.57% 47
2024
Q2 		$798K Buy
17,508
+156
+0.9% +$6.92K 0.76% 32
2024
Q1 		$757K Buy
17,352
+57
+0.3% +$2.36K 0.7% 39
2023
Q4 		$698K Sell
17,295
-3,650
-17% -$151K 0.71% 41
2023
Q3 		$881K Buy
20,945
+1,200
+6% +$53K 1.01% 29
2023
Q2 		$894K Buy
19,745
+397
+2% +$18K 1.01% 28
2023
Q1 		$863K Buy
19,348
+3,946
+26% +$181K 0.99% 31
2022
Q4 		$704K Sell
15,402
-1,527
-9% -$69.2K 0.84% 32
2022
Q3 		$684K Sell
16,929
-502
-3% -$21.9K 1.08% 30
2022
Q2 		$728K Buy
17,431
+1,825
+12% +$94.5K 0.89% 31
2022
Q1 		$815K Buy
+15,606
New +$795K 1.01% 27

Other funds holding MO

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

Coastwise Capital Group's MO Position: Q4 2025 in Review

Coastwise Capital Group sold out of Altria Group (MO) in Q4 2025, closing a stake of 3,976 shares — an estimated $263K sold.

Coastwise Capital Group first reported a position in MO in Q1 2022 and held it in 15 quarters. The position peaked at $894K in Q2 2023. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Coastwise Capital Group reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Coastwise Capital Group sold 3,976 Altria Group shares in Q4 2025, an estimated $263K.
  • Coastwise Capital Group first reported a position in Altria Group in Q1 2022 and held it in 15 quarters.
  • Coastwise Capital Group's Altria Group position peaked at $894K in Q2 2023.
  • 2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Coastwise Capital Group's 13F filing for Q4 2025, filed 12 Feb 2026.