Lineweaver Wealth Advisors’s Altria Group MO Stock Holding History

Lineweaver 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 Q4	–	Sell	-3,444	Closed	-$228K	–	187
2025 Q3	$228K	Buy	+3,444	New	+$218K	0.03%	158
2025 Q2	–	Sell	-3,393	Closed	-$204K	–	159
2025 Q1	$204K	Buy	+3,393	New	+$185K	0.03%	140
2023 Q3	–	Sell	-4,589	Closed	-$208K	–	142
2023 Q2	$208K	Sell	4,589 -40	-0.9%	-$1.81K	0.06%	113
2023 Q1	$207K	Sell	4,629 -9,543	-67%	-$439K	0.06%	121
2022 Q4	$648K	Sell	14,172 -1,625	-10%	-$73.6K	0.2%	83
2022 Q3	$638K	Buy	15,797 +151	+1%	+$6.59K	0.21%	80
2022 Q2	$653K	Buy	15,646 +5,479	+54%	+$284K	0.22%	76
2022 Q1	$531K	Buy	+10,167	New	+$518K	0.15%	90

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

Lineweaver Wealth Advisors's MO Position: Q4 2025 in Review

Lineweaver Wealth Advisors sold out of Altria Group (MO) in Q4 2025, closing a stake of 3,444 shares — an estimated $228K sold.

Lineweaver Wealth Advisors first reported a position in MO in Q1 2022 and held it in 8 quarters. The position peaked at $653K in Q2 2022. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

Lineweaver Wealth Advisors reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
Lineweaver Wealth Advisors sold 3,444 Altria Group shares in Q4 2025, an estimated $228K.
Lineweaver Wealth Advisors first reported a position in Altria Group in Q1 2022 and held it in 8 quarters.
Lineweaver Wealth Advisors's Altria Group position peaked at $653K in Q2 2022.
2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.