KI
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Kapitalo Investimentos’s Altria Group MO Stock Holding History

Kapitalo Investimentos’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
Q2 		– Sell
-4,792
Closed -$288K – 151
2025
Q1 		$288K Sell
4,792
-11,258
-70% -$615K 0.06% 41
2024
Q4 		$839K Buy
16,050
+1,638
+11% +$87.3K 0.56% 14
2024
Q3 		$736K Buy
14,412
+2,249
+18% +$114K 0.18% 35
2024
Q2 		$554K Buy
12,163
+6,044
+99% +$268K 0.17% 39
2024
Q1 		$267K Sell
6,119
-13,827
-69% -$573K 0.06% 192
2023
Q4 		$805K Buy
+19,946
New +$825K 0.17% 51
2023
Q3 		– Sell
-6,598
Closed -$299K – 636
2023
Q2 		$299K Buy
+6,598
New +$299K 0.06% 180

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kapitalo Investimentos's MO Position: Q2 2025 in Review

Kapitalo Investimentos sold out of Altria Group (MO) in Q2 2025, closing a stake of 4,792 shares — an estimated $288K sold.

Kapitalo Investimentos first reported a position in MO in Q2 2023 and held it in 7 quarters. The position peaked at $839K in Q4 2024. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Kapitalo Investimentos reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 4,792 Altria Group shares in Q2 2025, an estimated $288K.
  • Kapitalo Investimentos first reported a position in Altria Group in Q2 2023 and held it in 7 quarters.
  • Kapitalo Investimentos's Altria Group position peaked at $839K in Q4 2024.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Kapitalo Investimentos's 13F filing for Q2 2025, filed 14 Jul 2025.