MI
MO icon

Motiv8 Investments’s Altria Group MO Stock Holding History

Motiv8 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 		$229 Sell
3,970
-7
-0.2% -$423 0.12% 94
2025
Q3 		$263K Buy
+3,977
New +$252K 0.14% 82
2025
Q2 		– Sell
-3,570
Closed -$214K – 98
2025
Q1 		$214K Buy
+3,570
New +$195K 0.14% 87

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

Motiv8 Investments's MO Position: Q4 2025 in Review

Motiv8 Investments reduced its Altria Group (MO) stake by 0.18% in Q4 2025, selling an estimated $423 and leaving 3,970 shares worth $229. The position accounts for 0.12% of the portfolio, ranked #94.

Motiv8 Investments first reported a position in MO in Q1 2025 and has held it in 3 quarters since. The position peaked at $263K in Q3 2025. 2,385 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Motiv8 Investments held 3,970 shares of Altria Group worth $229 as of Q4 2025.
  • Motiv8 Investments sold 7 Altria Group shares in Q4 2025, an estimated $423.
  • Altria Group made up 0.12% of Motiv8 Investments's portfolio in Q4 2025, its #94 holding.
  • Motiv8 Investments first reported a position in Altria Group in Q1 2025 and has held it in 3 quarters since.
  • Motiv8 Investments's Altria Group position peaked at $263K in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.