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Financial Advocates Investment Management’s Altria Group MO Stock Holding History

Financial Advocates Investment Management’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
-4,563
Closed -$274K – 718
2025
Q1 		$274K Buy
4,563
+105
+2% +$5.73K 0.02% 582
2024
Q4 		$233K Buy
4,458
+367
+9% +$19.6K 0.01% 666
2024
Q3 		$209K Buy
+4,091
New +$207K 0.01% 706
2024
Q2 		– Sell
-6,070
Closed -$265K – 797
2024
Q1 		$265K Sell
6,070
-578
-9% -$24K 0.02% 629
2023
Q4 		$268K Sell
6,648
-489
-7% -$20.2K 0.02% 593
2023
Q3 		$300K Sell
7,137
-2,238
-24% -$98.9K 0.02% 522
2023
Q2 		$425K Sell
9,375
-1,783
-16% -$80.8K 0.03% 439
2023
Q1 		$498K Sell
11,158
-7,520
-40% -$346K 0.04% 433
2022
Q4 		$854K Buy
18,678
+9,676
+107% +$438K 0.06% 323
2022
Q3 		$368K Sell
9,002
-8,608
-49% -$375K 0.03% 497
2022
Q2 		$735K Buy
17,610
+8,025
+84% +$416K 0.06% 319
2022
Q1 		$500K Buy
9,585
+365
+4% +$18.6K 0.03% 439
2021
Q4 		$437K Sell
9,220
-322
-3% -$14.8K 0.03% 518
2021
Q3 		$434K Sell
9,542
-3,638
-28% -$176K 0.03% 508
2021
Q2 		$628K Buy
13,180
+15
+0.1% +$737 0.04% 428
2021
Q1 		$674K Buy
13,165
+324
+3% +$14.5K 0.05% 410
2020
Q4 		$527K Buy
12,841
+958
+8% +$38.5K 0.04% 437
2020
Q3 		$459K Buy
11,883
+570
+5% +$23.7K 0.04% 389
2020
Q2 		$444K Sell
11,313
-546
-5% -$21.3K 0.04% 380
2020
Q1 		$458K Sell
11,859
-478
-4% -$21.2K 0.07% 289
2019
Q4 		$616K Sell
12,337
-335
-3% -$15.8K 0.07% 279
2019
Q3 		$518K Buy
12,672
+169
+1% +$7.77K 0.06% 281
2019
Q2 		$592K Sell
12,503
-1,270
-9% -$66.5K 0.07% 257
2019
Q1 		$791K Sell
13,773
-1,022
-7% -$52.2K 0.1% 205
2018
Q4 		$731K Sell
14,795
-5,528
-27% -$320K 0.1% 203
2018
Q3 		$1.23M Sell
20,323
-668
-3% -$39.7K 0.14% 162
2018
Q2 		$1.17M Sell
20,991
-4,375
-17% -$252K 0.14% 152
2018
Q1 		$1.58M Buy
25,366
+3,509
+16% +$232K 0.21% 110
2017
Q4 		$1.56M Buy
+21,857
New +$1.46M 0.21% 101

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 $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's MO Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Altria Group (MO) in Q2 2025, closing a stake of 4,563 shares — an estimated $274K sold.

Financial Advocates Investment Management first reported a position in MO in Q4 2017 and held it in 29 quarters. The position peaked at $1.58M in Q1 2018. 2,265 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,563 Altria Group shares in Q2 2025, an estimated $274K.
  • Financial Advocates Investment Management first reported a position in Altria Group in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's Altria Group position peaked at $1.58M in Q1 2018.
  • 2,265 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.