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Financial Gravity Asset Management’s Altria Group MO Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-271
Closed -$17.9K – 863
2025
Q3 		$17.9K Buy
+271
New +$17.2K ﹤0.01% 451
2024
Q2 		$1.69K Sell
37
-37
-50% -$1.64K ﹤0.01% 759
2024
Q1 		$3.11K Sell
74
-666
-90% -$27.6K ﹤0.01% 978
2023
Q4 		$3.01M Buy
740
+37
+5% +$1.53K 0.03% 171
2023
Q3 		$3.01M Buy
703
+666
+1,800% +$29.4K 0.03% 164
2023
Q2 		$2 Buy
+37
New +$1.68K ﹤0.01% 1614
2022
Q4 		– Sell
-40
Closed -$3 – 1501
2022
Q3 		$3 Buy
+40
New +$1.75K ﹤0.01% 810
2022
Q1 		– Sell
-131
Closed -$31 – 971
2021
Q4 		$31 Buy
131
+130
+13,000% +$5.96K ﹤0.01% 766
2021
Q3 		$46K Buy
+1
New +$48 0.02% 597
2020
Q2 		– Sell
-250
Closed -$10 – 544
2020
Q1 		$10 Hold
250
– – ﹤0.01% 1039
2019
Q4 		$62K Sell
250
-8
-3% -$377 0.04% 529
2019
Q3 		$11K Sell
258
-299
-54% -$13.8K 0.01% 597
2019
Q2 		$26K Buy
557
+149
+37% +$7.8K 0.02% 442
2019
Q1 		$24K Buy
+408
New +$20.9K 0.02% 415
2018
Q3 		$60K Sell
930
-14
-1% -$831 0.06% 276
2018
Q2 		$56K Buy
944
+126
+15% +$7.27K 0.05% 298
2018
Q1 		$46K Buy
+818
New +$54.2K 0.05% 331

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

Financial Gravity Asset Management's MO Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 271 shares — an estimated $17.9K sold.

Financial Gravity Asset Management first reported a position in MO in Q1 2018 and held it in 17 quarters. The position peaked at $3.01M in Q4 2023. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 271 Altria Group shares in Q4 2025, an estimated $17.9K.
  • Financial Gravity Asset Management first reported a position in Altria Group in Q1 2018 and held it in 17 quarters.
  • Financial Gravity Asset Management's Altria Group position peaked at $3.01M in Q4 2023.
  • 2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.