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	Hold	37	–	–	﹤0.01%	759
2024 Q1	$1.49K	Hold	37	–	–	﹤0.01%	712
2023 Q4	$1.49K	Buy	+37	New	+$1.53K	﹤0.01%	754
2021 Q3	$46K	Buy	+1	New	+$48	0.02%	597
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 12 quarters. The position peaked at $62K in Q4 2019. 2,394 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 12 quarters.
Financial Gravity Asset Management's Altria Group position peaked at $62K in Q4 2019.
2,394 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.