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Pathway Financial Advisers’s Altria Group MO Stock Holding History

Pathway Financial Advisers’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
-2,465
Closed -$163K – 271
2025
Q3 		$163K Buy
+2,465
New +$156K 0.05% 161
2025
Q1 		– Sell
-1,307
Closed -$68.3K – 316
2024
Q4 		$68.3K Buy
1,307
+23
+2% +$1.23K 0.02% 213
2024
Q3 		$65.5K Sell
1,284
-620
-33% -$31.3K 0.03% 173
2024
Q2 		$86.6K Buy
1,904
+57
+3% +$2.53K 0.03% 194
2024
Q1 		$80.6K Buy
1,847
+104
+6% +$4.31K 0.03% 198
2023
Q4 		$70.3K Buy
1,743
+143
+9% +$5.91K 0.03% 202
2023
Q3 		$67.3K Buy
+1,600
New +$70.7K 0.03% 209
2023
Q1 		$68.8K Buy
1,542
+162
+12% +$7.45K 0.03% 213
2022
Q4 		$63.1K Buy
+1,380
New +$62.5K 0.03% 226

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

Pathway Financial Advisers's MO Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Altria Group (MO) in Q4 2025, closing a stake of 2,465 shares — an estimated $163K sold.

Pathway Financial Advisers first reported a position in MO in Q4 2022 and held it in 9 quarters. The position peaked at $163K in Q3 2025. 2,385 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 2,465 Altria Group shares in Q4 2025, an estimated $163K.
  • Pathway Financial Advisers first reported a position in Altria Group in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Altria Group position peaked at $163K in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.