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Tripletail Wealth Management’s Altria Group MO Stock Holding History

Tripletail Wealth 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
-291
Closed -$19.1K – 322
2025
Q3 		$19.1K Buy
+291
New +$18.4K 0.02% 219

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

Tripletail Wealth Management's MO Position: Q4 2025 in Review

Tripletail Wealth Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 291 shares — an estimated $19.1K sold.

Tripletail Wealth Management first reported a position in MO in Q3 2025 and held it in 1 quarter. The position peaked at $19.1K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Tripletail Wealth Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 291 Altria Group shares in Q4 2025, an estimated $19.1K.
  • Tripletail Wealth Management first reported a position in Altria Group in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's Altria Group position peaked at $19.1K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.