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Maxi Investments CY’s Altria Group MO Stock Holding History

Maxi Investments CY’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
-15,300
Closed -$1.01M – 135
2025
Q3 		$1.01M Buy
+15,300
New +$969K 0.21% 72
2023
Q2 		– Sell
-40,000
Closed -$1.78M – 51
2023
Q1 		$1.78M Hold
40,000
– – 1.27% 25
2022
Q4 		$1.83M Hold
40,000
– – 1.73% 20
2022
Q3 		$1.61M Buy
+40,000
New +$1.74M 1.22% 31

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

Maxi Investments CY's MO Position: Q4 2025 in Review

Maxi Investments CY sold out of Altria Group (MO) in Q4 2025, closing a stake of 15,300 shares — an estimated $1.01M sold.

Maxi Investments CY first reported a position in MO in Q3 2022 and held it in 4 quarters. The position peaked at $1.83M in Q4 2022. 2,386 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Maxi Investments CY reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Maxi Investments CY sold 15,300 Altria Group shares in Q4 2025, an estimated $1.01M.
  • Maxi Investments CY first reported a position in Altria Group in Q3 2022 and held it in 4 quarters.
  • Maxi Investments CY's Altria Group position peaked at $1.83M in Q4 2022.
  • 2,386 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Maxi Investments CY's 13F filing for Q4 2025, filed 3 Feb 2026.