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Freedom Investment Management’s Altria Group MO Stock Holding History

Freedom 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
Q3 		– Sell
-3,566
Closed -$209K – 469
2025
Q2 		$209K Buy
+3,566
New +$209K 0.02% 698
2022
Q4 		– Sell
-6,197
Closed -$250K – 757
2022
Q3 		$250K Buy
+6,197
New +$270K 0.03% 608
2021
Q4 		– Sell
-7,814
Closed -$356K – 892
2021
Q3 		$356K Buy
7,814
+955
+14% +$46.1K 0.03% 595
2021
Q2 		$327K Buy
6,859
+2,201
+47% +$108K 0.02% 662
2021
Q1 		$238K Buy
+4,658
New +$209K 0.02% 730
2019
Q2 		– Sell
-7,078
Closed -$406K – 718
2019
Q1 		$406K Sell
7,078
-8,110
-53% -$415K 0.03% 429
2018
Q4 		$750K Sell
15,188
-1,550
-9% -$89.8K 0.06% 326
2018
Q3 		$989K Buy
16,738
+108
+0.6% +$6.41K 0.06% 323
2018
Q2 		$944K Sell
16,630
-2,275
-12% -$131K 0.06% 358
2018
Q1 		$1.18M Buy
18,905
+9,989
+112% +$662K 0.06% 325
2017
Q4 		$637K Sell
8,916
-9,119
-51% -$611K 0.03% 528
2017
Q3 		$1.14M Buy
18,035
+2,663
+17% +$178K 0.06% 290
2017
Q2 		$1.15M Sell
15,372
-24,831
-62% -$1.82M 0.07% 267
2017
Q1 		$2.87M Buy
40,203
+26,147
+186% +$1.89M 0.17% 75
2016
Q4 		$950K Buy
14,056
+257
+2% +$16.6K 0.06% 257
2016
Q3 		$873K Buy
13,799
+5,684
+70% +$378K 0.06% 281
2016
Q2 		$560K Sell
8,115
-1,586
-16% -$102K 0.04% 383
2016
Q1 		$608K Buy
9,701
+332
+4% +$20.1K 0.04% 337
2015
Q4 		$545K Buy
9,369
+4,419
+89% +$256K 0.04% 382
2015
Q3 		$281K Sell
4,950
-48
-1% -$2.57K 0.03% 497
2015
Q2 		$244K Sell
4,998
-80
-2% -$4.05K 0.03% 577
2015
Q1 		$254K Buy
5,078
+213
+4% +$11.3K 0.03% 532
2014
Q4 		$240K Buy
+4,865
New +$237K 0.03% 500

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Investment Management's MO Position: Q3 2025 in Review

Freedom Investment Management sold out of Altria Group (MO) in Q3 2025, closing a stake of 3,566 shares — an estimated $209K sold.

Freedom Investment Management first reported a position in MO in Q4 2014 and held it in 23 quarters. The position peaked at $2.87M in Q1 2017. 2,351 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Freedom Investment Management reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,566 Altria Group shares in Q3 2025, an estimated $209K.
  • Freedom Investment Management first reported a position in Altria Group in Q4 2014 and held it in 23 quarters.
  • Freedom Investment Management's Altria Group position peaked at $2.87M in Q1 2017.
  • 2,351 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.