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Palisade Asset Management’s Altria Group MO Stock Holding History

Palisade Asset Management’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
-186
Closed -$12.3K – 486
2025
Q3 		$12.3K Buy
+186
New +$11.8K ﹤0.01% 372
2024
Q2 		– Sell
-150
Closed -$6.54K – 319
2024
Q1 		$6.54K Buy
+150
New +$6.22K ﹤0.01% 362

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

Palisade Asset Management's MO Position: Q4 2025 in Review

Palisade Asset Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 186 shares — an estimated $12.3K sold.

Palisade Asset Management first reported a position in MO in Q1 2024 and held it in 2 quarters. The position peaked at $12.3K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Palisade Asset Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Palisade Asset Management sold 186 Altria Group shares in Q4 2025, an estimated $12.3K.
  • Palisade Asset Management first reported a position in Altria Group in Q1 2024 and held it in 2 quarters.
  • Palisade Asset Management's Altria Group position peaked at $12.3K in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.