Impact Partnership Wealth’s Altria Group MO Stock Holding History

Impact Partnership 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
2025 Q4	–	Sell	-9,194	Closed	-$607K	–	411
2025 Q3	$607K	Sell	9,194 -569	-6%	-$36K	0.09%	141
2025 Q2	$572K	Buy	+9,763	New	+$573K	0.11%	122
2025 Q1	–	Sell	-17,591	Closed	-$920K	–	312
2024 Q4	$920K	Buy	+17,591	New	+$937K	0.19%	62
2024 Q3	–	Sell	-17,852	Closed	-$813K	–	269
2024 Q2	$813K	Buy	17,852 +1,623	+10%	+$72K	0.21%	58
2024 Q1	$708K	Sell	16,229 -1,936	-11%	-$80.3K	0.28%	43
2023 Q4	$733K	Buy	18,165 +4,696	+35%	+$194K	0.27%	50
2023 Q3	$566K	Buy	13,469 +527	+4%	+$23.3K	0.18%	59
2023 Q2	$586K	Buy	+12,942	New	+$586K	0.2%	49

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Impact Partnership Wealth's MO Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Altria Group (MO) in Q4 2025, closing a stake of 9,194 shares — an estimated $607K sold.

Impact Partnership Wealth first reported a position in MO in Q2 2023 and held it in 8 quarters. The position peaked at $920K in Q4 2024. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

Impact Partnership Wealth reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
Impact Partnership Wealth sold 9,194 Altria Group shares in Q4 2025, an estimated $607K.
Impact Partnership Wealth first reported a position in Altria Group in Q2 2023 and held it in 8 quarters.
Impact Partnership Wealth's Altria Group position peaked at $920K in Q4 2024.
2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.