MFG
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MidWestOne Financial Group’s Altria Group MO Stock Holding History

MidWestOne Financial Group’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 		$572K Sell
9,914
-220
-2% -$13.3K 0.06% 206
2025
Q3 		$669K Hold
10,134
– – 0.08% 187
2025
Q2 		$594K Hold
10,134
– – 0.08% 199
2025
Q1 		$608K Sell
10,134
-85
-0.8% -$4.64K 0.09% 188
2024
Q4 		$534K Hold
10,219
– – 0.08% 202
2024
Q3 		$522K Sell
10,219
-75
-0.7% -$3.79K 0.07% 204
2024
Q2 		$469K Buy
10,294
+85
+0.8% +$3.77K 0.08% 208
2024
Q1 		$445K Hold
10,209
– – 0.08% 219
2023
Q4 		$412K Sell
10,209
-1,200
-11% -$49.6K 0.08% 212
2023
Q3 		$480K Sell
11,409
-675
-6% -$29.8K 0.11% 196
2023
Q2 		$547K Sell
12,084
-210
-2% -$9.51K 0.12% 196
2023
Q1 		$549K Sell
12,294
-1,000
-8% -$46K 0.12% 180
2022
Q4 		$608K Buy
13,294
+2,200
+20% +$99.7K 0.14% 158
2022
Q3 		$448K Buy
11,094
+150
+1% +$6.54K 0.11% 169
2022
Q2 		$457K Hold
10,944
– – 0.11% 167
2022
Q1 		$572K Hold
10,944
– – 0.12% 167
2021
Q4 		$519K Hold
10,944
– – 0.11% 171
2021
Q3 		$498K Hold
10,944
– – 0.12% 160
2021
Q2 		$522K Hold
10,944
– – 0.12% 152
2021
Q1 		$560K Sell
10,944
-145
-1% -$6.5K 0.14% 140
2020
Q4 		$455K Hold
11,089
– – 0.12% 149
2020
Q3 		$428K Buy
+11,089
New +$462K 0.14% 154
2020
Q2 		– Sell
-13,342
Closed -$516K – 161
2020
Q1 		$516K Hold
13,342
– – 0.19% 117
2019
Q4 		$665K Buy
13,342
+461
+4% +$21.7K 0.14% 121
2019
Q3 		$527K Sell
12,881
-881
-6% -$40.5K 0.16% 135
2019
Q2 		$652K Buy
+13,762
New +$721K 0.18% 139

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MidWestOne Financial Group's MO Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Altria Group (MO) stake by 2.2% in Q4 2025, selling an estimated $13.3K and leaving 9,914 shares worth $572K. The position accounts for 0.06% of the portfolio, ranked #206.

MidWestOne Financial Group first reported a position in MO in Q2 2019 and has held it in 26 quarters since. The position peaked at $669K in Q3 2025. 2,390 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • MidWestOne Financial Group held 9,914 shares of Altria Group worth $572K as of Q4 2025.
  • MidWestOne Financial Group sold 220 Altria Group shares in Q4 2025, an estimated $13.3K.
  • Altria Group made up 0.06% of MidWestOne Financial Group's portfolio in Q4 2025, its #206 holding.
  • MidWestOne Financial Group first reported a position in Altria Group in Q2 2019 and has held it in 26 quarters since.
  • MidWestOne Financial Group's Altria Group position peaked at $669K in Q3 2025.
  • 2,390 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.