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Pacific Sun Financial’s Altria Group MO Stock Holding History

Pacific Sun Financial’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
-3,050
Closed -$201K – 206
2025
Q3 		$201K Buy
+3,050
New +$193K 0.1% 191
2023
Q3 		– Sell
-4,495
Closed -$201K – 173
2023
Q2 		$201K Buy
+4,495
New +$204K 0.13% 171
2022
Q4 		$210K Buy
+4,595
New +$208K 0.15% 164
2018
Q1 		– Sell
-23,248
Closed -$1.66M – 169
2017
Q4 		$1.66M Buy
+23,248
New +$1.56M 0.91% 43

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

Pacific Sun Financial's MO Position: Q4 2025 in Review

Pacific Sun Financial sold out of Altria Group (MO) in Q4 2025, closing a stake of 3,050 shares — an estimated $201K sold.

Pacific Sun Financial first reported a position in MO in Q4 2017 and held it in 4 quarters. The position peaked at $1.66M in Q4 2017. 2,385 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Pacific Sun Financial reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Pacific Sun Financial sold 3,050 Altria Group shares in Q4 2025, an estimated $201K.
  • Pacific Sun Financial first reported a position in Altria Group in Q4 2017 and held it in 4 quarters.
  • Pacific Sun Financial's Altria Group position peaked at $1.66M in Q4 2017.
  • 2,385 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Pacific Sun Financial's 13F filing for Q4 2025, filed 5 Feb 2026.