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PSI Advisors’s Altria Group MO Stock Holding History

PSI Advisors’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
Q2 		– Sell
-142
Closed -$8.52K – 454
2025
Q1 		$8.52K Sell
142
-35
-20% -$1.91K ﹤0.01% 468
2024
Q4 		$9.26K Sell
177
-145
-45% -$7.72K ﹤0.01% 538
2024
Q3 		$16.4K Hold
322
– – ﹤0.01% 454
2024
Q2 		$14.7K Sell
322
-261
-45% -$11.6K ﹤0.01% 457
2024
Q1 		$25.4K Sell
583
-177
-23% -$7.34K 0.01% 348
2023
Q4 		$30.7K Buy
760
+165
+28% +$6.82K 0.01% 340
2023
Q3 		$25K Hold
595
– – 0.01% 348
2023
Q2 		$27K Hold
595
– – 0.01% 336
2023
Q1 		$26.5K Hold
595
– – 0.01% 297
2022
Q4 		$27.2K Hold
595
– – 0.01% 281
2022
Q3 		$24K Hold
595
– – 0.01% 309
2022
Q2 		$25K Hold
595
– – 0.01% 327
2022
Q1 		$31K Sell
595
-56
-9% -$2.85K 0.01% 310
2021
Q4 		$31K Sell
651
-511
-44% -$23.4K 0.01% 329
2021
Q3 		$53K Buy
+1,162
New +$56.1K 0.02% 283
2020
Q1 		– Sell
-3,059
Closed -$152K – 398
2019
Q4 		$152K Buy
+3,059
New +$144K 0.1% 146

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PSI Advisors's MO Position: Q2 2025 in Review

PSI Advisors sold out of Altria Group (MO) in Q2 2025, closing a stake of 142 shares — an estimated $8.52K sold.

PSI Advisors first reported a position in MO in Q4 2019 and held it in 16 quarters. The position peaked at $152K in Q4 2019. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • PSI Advisors reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 142 Altria Group shares in Q2 2025, an estimated $8.52K.
  • PSI Advisors first reported a position in Altria Group in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's Altria Group position peaked at $152K in Q4 2019.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.