LifeWealth Investments’s Altria Group MO Stock Holding History

LifeWealth Investments’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 Q1	–	Sell	-10,490	Closed	-$549K	–	158
2024 Q4	$549K	Buy	+10,490	New	+$559K	0.36%	64

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

LifeWealth Investments's MO Position: Q1 2025 in Review

LifeWealth Investments sold out of Altria Group (MO) in Q1 2025, closing a stake of 10,490 shares — an estimated $549K sold.

LifeWealth Investments first reported a position in MO in Q4 2024 and held it in 1 quarter. The position peaked at $549K in Q4 2024. 2,247 funds tracked by Wall St. Rank hold MO as of Q1 2025.

LifeWealth Investments reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 10,490 Altria Group shares in Q1 2025, an estimated $549K.
LifeWealth Investments first reported a position in Altria Group in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's Altria Group position peaked at $549K in Q4 2024.
2,247 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.