Elite Financial’s Altria Group MO Stock Holding History

Elite Financial’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 Q2	–	Sell	-3,208	Closed	-$192K	–	88
2025 Q1	$192K	Buy	+3,208	New	+$175K	0.1%	52

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Elite Financial's MO Position: Q2 2025 in Review

Elite Financial sold out of Altria Group (MO) in Q2 2025, closing a stake of 3,208 shares — an estimated $192K sold.

Elite Financial first reported a position in MO in Q1 2025 and held it in 1 quarter. The position peaked at $192K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

Elite Financial reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
Elite Financial sold 3,208 Altria Group shares in Q2 2025, an estimated $192K.
Elite Financial first reported a position in Altria Group in Q1 2025 and held it in 1 quarter.
Elite Financial's Altria Group position peaked at $192K in Q1 2025.
2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Elite Financial's 13F filing for Q2 2025, filed 11 Aug 2025.