Focus Partners Wealth
MO icon

Focus Partners Wealth’s Altria Group MO Stock Holding History

Focus Partners Wealth’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 		$48.3M Buy
730,400
+348
+0% +$22.4K 0.05% 294
2025
Q4 		$42.3M Buy
730,052
+140,658
+24% +$8.49M 0.05% 325
2025
Q3 		$39M Buy
589,394
+365,826
+164% +$23.2M 0.06% 257
2025
Q2 		$13.2M Buy
223,568
+20,981
+10% +$1.23M 0.03% 447
2025
Q1 		$12.2M Buy
202,587
+16,203
+9% +$885K 0.03% 433
2024
Q4 		$9.81M Buy
186,384
+78,438
+73% +$4.18M 0.03% 465
2024
Q3 		$5.51M Sell
107,946
-20,589
-16% -$1.04M 0.02% 537
2024
Q2 		$5.86M Buy
128,535
+82,077
+177% +$3.64M 0.02% 473
2024
Q1 		$2.03M Buy
46,458
+19,133
+70% +$793K 0.02% 480
2023
Q4 		$1.1M Buy
+27,325
New +$1.13M 0.01% 435

Other funds holding MO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return