Fermata Advisors’s Altria Group MO Stock Holding History

Fermata 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
2026 Q1	–	Sell	-7,586	Closed	-$437K	–	237
2025 Q4	$437K	Buy	+7,586	New	+$458K	0.11%	142

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fermata Advisors's MO Position: Q1 2026 in Review

Fermata Advisors sold out of Altria Group (MO) in Q1 2026, closing a stake of 7,586 shares — an estimated $437K sold.

Fermata Advisors first reported a position in MO in Q4 2025 and held it in 1 quarter. The position peaked at $437K in Q4 2025. 2,493 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Fermata Advisors reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
Fermata Advisors sold 7,586 Altria Group shares in Q1 2026, an estimated $437K.
Fermata Advisors first reported a position in Altria Group in Q4 2025 and held it in 1 quarter.
Fermata Advisors's Altria Group position peaked at $437K in Q4 2025.
2,493 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Fermata Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.