EFA
MO icon

Edge Financial Advisors’s Altria Group MO Stock Holding History

Edge Financial Advisors’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 		$437K Buy
3,789
+25
+0.7% +$1.51K 0.18% 88
2025
Q3 		$249K Buy
3,764
+26
+0.7% +$1.65K 0.11% 123
2025
Q2 		$219K Buy
3,738
+63
+2% +$3.7K 0.12% 120
2025
Q1 		$221K Buy
+3,675
New +$201K 0.14% 96

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Financial Advisors's MO Position: Q4 2025 in Review

Edge Financial Advisors increased its Altria Group (MO) stake by 0.66% in Q4 2025, buying an estimated $1.51K and bringing the position to 3,789 shares worth $437K. The position accounts for 0.18% of the portfolio, ranked #88.

Edge Financial Advisors first reported a position in MO in Q1 2025 and has held it in 4 quarters since. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Edge Financial Advisors held 3,789 shares of Altria Group worth $437K as of Q4 2025.
  • Edge Financial Advisors bought 25 Altria Group shares in Q4 2025, an estimated $1.51K.
  • Altria Group made up 0.18% of Edge Financial Advisors's portfolio in Q4 2025, its #88 holding.
  • Edge Financial Advisors first reported a position in Altria Group in Q1 2025 and has held it in 4 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.