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Rise Advisors’s Altria Group MO Stock Holding History

Rise 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
Q4 		– Sell
-224
Closed -$14.8K – 926
2025
Q3 		$14.8K Buy
224
+19
+9% +$1.2K 0.01% 767
2025
Q2 		$12K Buy
205
+11
+6% +$646 ﹤0.01% 873
2025
Q1 		$11.7K Buy
194
+13
+7% +$710 0.01% 870
2024
Q4 		$9.44K Sell
181
-306
-63% -$16.3K ﹤0.01% 993
2024
Q3 		$24.8K Buy
487
+183
+60% +$9.25K 0.01% 539
2024
Q2 		$13.8K Buy
304
+36
+13% +$1.6K 0.01% 873
2024
Q1 		$11.7K Buy
268
+175
+188% +$7.26K 0.01% 1011
2023
Q4 		$3.74K Buy
93
+2
+2% +$83 ﹤0.01% 407
2023
Q3 		$3.81K Buy
91
+2
+2% +$88 ﹤0.01% 402
2023
Q2 		$4.02K Sell
89
-47
-35% -$2.13K ﹤0.01% 440
2023
Q1 		$6.07K Buy
136
+3
+2% +$138 ﹤0.01% 426
2022
Q4 		$6.1K Buy
133
+3
+2% +$136 ﹤0.01% 420
2022
Q3 		$5K Buy
130
+2
+2% +$87 ﹤0.01% 437
2022
Q2 		$5K Buy
128
+2
+2% +$104 0.01% 443
2022
Q1 		$7K Buy
126
+3
+2% +$153 0.01% 373
2021
Q4 		$5.85K Buy
+123
New +$5.64K 0.01% 388

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

Rise Advisors's MO Position: Q4 2025 in Review

Rise Advisors sold out of Altria Group (MO) in Q4 2025, closing a stake of 224 shares — an estimated $14.8K sold.

Rise Advisors first reported a position in MO in Q4 2021 and held it in 16 quarters. The position peaked at $24.8K in Q3 2024. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Rise Advisors reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 224 Altria Group shares in Q4 2025, an estimated $14.8K.
  • Rise Advisors first reported a position in Altria Group in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Altria Group position peaked at $24.8K in Q3 2024.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.