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FSC Wealth Advisors’s Altria Group MO Stock Holding History

FSC Wealth 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
-3,738
Closed -$219K – 77
2025
Q2 		$219K Buy
3,738
+500
+15% +$29.4K 0.14% 65
2025
Q1 		$194K Buy
3,238
+832
+35% +$45.4K 0.13% 63
2024
Q4 		$126K Buy
2,406
+500
+26% +$26.6K 0.08% 78
2024
Q3 		$97.3K Sell
1,906
-1,000
-34% -$50.5K 0.07% 85
2024
Q2 		$132K Buy
2,906
+150
+5% +$6.66K 0.1% 65
2024
Q1 		$120K Buy
2,756
+37
+1% +$1.53K 0.08% 66
2023
Q4 		$110K Buy
2,719
+477
+21% +$19.7K 0.08% 67
2023
Q3 		$94.3K Buy
2,242
+22
+1% +$972 0.1% 47
2023
Q2 		$101K Buy
2,220
+1,000
+82% +$45.3K 0.09% 44
2023
Q1 		$54.4K Buy
1,220
+947
+347% +$43.5K 0.09% 56
2022
Q4 		$12.5K Sell
273
-440
-62% -$19.9K 0.02% 101
2022
Q3 		$29K Sell
713
-101
-12% -$4.41K 0.28% 63
2022
Q2 		$34K Buy
814
+68
+9% +$3.52K 0.3% 64
2022
Q1 		$39K Sell
746
-42
-5% -$2.14K 0.04% 72
2021
Q4 		$37K Buy
+788
New +$36.1K 0.03% 83

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

FSC Wealth Advisors's MO Position: Q3 2025 in Review

FSC Wealth Advisors sold out of Altria Group (MO) in Q3 2025, closing a stake of 3,738 shares — an estimated $219K sold.

FSC Wealth Advisors first reported a position in MO in Q4 2021 and held it in 15 quarters. The position peaked at $219K in Q2 2025. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • FSC Wealth Advisors reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 3,738 Altria Group shares in Q3 2025, an estimated $219K.
  • FSC Wealth Advisors first reported a position in Altria Group in Q4 2021 and held it in 15 quarters.
  • FSC Wealth Advisors's Altria Group position peaked at $219K in Q2 2025.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on FSC Wealth Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.