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Foundation Wealth Management (Missouri)’s Altria Group MO Stock Holding History

Foundation Wealth Management (Missouri)’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
-3,595
Closed -$237K – 46
2025
Q3 		$237K Buy
+3,595
New +$228K 0.15% 41
2023
Q4 		– Sell
-9,600
Closed -$404K – 37
2023
Q3 		$404K Sell
9,600
-27
-0.3% -$1.19K 0.4% 29
2023
Q2 		$436K Buy
9,627
+27
+0.3% +$1.22K 0.43% 29
2023
Q1 		$428K Hold
9,600
– – 0.44% 29
2022
Q4 		$439K Buy
+9,600
New +$435K 0.45% 29

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s MO Position: Q4 2025 in Review

Foundation Wealth Management (Missouri) sold out of Altria Group (MO) in Q4 2025, closing a stake of 3,595 shares — an estimated $237K sold.

Foundation Wealth Management (Missouri) first reported a position in MO in Q4 2022 and held it in 5 quarters. The position peaked at $439K in Q4 2022. 2,385 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Foundation Wealth Management (Missouri) reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 3,595 Altria Group shares in Q4 2025, an estimated $237K.
  • Foundation Wealth Management (Missouri) first reported a position in Altria Group in Q4 2022 and held it in 5 quarters.
  • Foundation Wealth Management (Missouri)'s Altria Group position peaked at $439K in Q4 2022.
  • 2,385 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q4 2025, filed 27 Jan 2026.