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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
Q4 		– Sell
-15,604
Closed -$1.03M – 201
2025
Q3 		$1.03M Sell
15,604
-144
-0.9% -$9.12K 0.16% 91
2025
Q2 		$923K Sell
15,748
-1,182
-7% -$69.4K 0.16% 96
2025
Q1 		$1.02M Buy
16,930
+6,440
+61% +$352K 0.22% 82
2024
Q4 		$549K Buy
+10,490
New +$559K 0.36% 64

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

LifeWealth Investments's MO Position: Q4 2025 in Review

LifeWealth Investments sold out of Altria Group (MO) in Q4 2025, closing a stake of 15,604 shares — an estimated $1.03M sold.

LifeWealth Investments first reported a position in MO in Q4 2024 and held it in 4 quarters. The position peaked at $1.03M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • LifeWealth Investments reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 15,604 Altria Group shares in Q4 2025, an estimated $1.03M.
  • LifeWealth Investments first reported a position in Altria Group in Q4 2024 and held it in 4 quarters.
  • LifeWealth Investments's Altria Group position peaked at $1.03M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.