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Pathfinder Wealth Consulting’s Altria Group MO Stock Holding History

Pathfinder Wealth Consulting’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
2026
Q2 		– Sell
-4,222
Closed -$279K – 96
2026
Q1 		$279K Sell
4,222
-755
-15% -$48.6K 0.18% 120
2025
Q4 		$287K Buy
+4,977
New +$301K 0.18% 114

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Pathfinder Wealth Consulting's MO Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Altria Group (MO) in Q2 2026, closing a stake of 4,222 shares — an estimated $279K sold.

Pathfinder Wealth Consulting first reported a position in MO in Q4 2025 and held it in 2 quarters. The position peaked at $287K in Q4 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 4,222 Altria Group shares in Q2 2026, an estimated $279K.
  • Pathfinder Wealth Consulting first reported a position in Altria Group in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Altria Group position peaked at $287K in Q4 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.