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FSA Advisors’s Altria Group MO Stock Holding History

FSA Advisors’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
-4,838
Closed -$284K – 163
2025
Q2 		$284K Sell
4,838
-282
-6% -$16.6K 0.23% 124
2025
Q1 		$307K Buy
5,120
+977
+24% +$53.3K 0.24% 126
2024
Q4 		$217K Sell
4,143
-1,453
-26% -$77.4K 0.27% 125
2024
Q3 		$268K Buy
5,596
+221
+4% +$11.2K 0.27% 109
2024
Q2 		$239K Buy
5,375
+663
+14% +$29.4K 0.25% 119
2024
Q1 		$206K Buy
+4,712
New +$195K 0.22% 128

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

FSA Advisors's MO Position: Q3 2025 in Review

FSA Advisors sold out of Altria Group (MO) in Q3 2025, closing a stake of 4,838 shares — an estimated $284K sold.

FSA Advisors first reported a position in MO in Q1 2024 and held it in 6 quarters. The position peaked at $307K in Q1 2025. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • FSA Advisors reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • FSA Advisors sold 4,838 Altria Group shares in Q3 2025, an estimated $284K.
  • FSA Advisors first reported a position in Altria Group in Q1 2024 and held it in 6 quarters.
  • FSA Advisors's Altria Group position peaked at $307K in Q1 2025.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on FSA Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.