Vantage Financial Partners (Wisconsin)’s Altria Group MO Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$336K	Buy	5,822 +226	+4%	+$13.6K	0.07%	154
2025 Q3	$370K	Buy	5,596 +895	+19%	+$56.7K	0.08%	143
2025 Q2	$276K	Buy	4,701 +202	+4%	+$11.9K	0.06%	161
2025 Q1	$270K	Buy	4,499 +576	+15%	+$31.4K	0.07%	151
2024 Q4	$205K	Sell	3,923 -741	-16%	-$39.5K	0.05%	167
2024 Q3	$238K	Buy	4,664 +134	+3%	+$6.77K	0.06%	161
2024 Q2	$206K	Sell	4,530 -401	-8%	-$17.8K	0.05%	142
2024 Q1	$215K	Sell	4,931 -97	-2%	-$4.02K	0.06%	133
2023 Q4	$203K	Buy	+5,028	New	+$208K	0.06%	124
2023 Q3	–	Sell	-4,949	Closed	-$224K	–	95
2023 Q2	$224K	Buy	+4,949	New	+$224K	0.08%	73

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s MO Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Altria Group (MO) stake by 4% in Q4 2025, buying an estimated $13.6K and bringing the position to 5,822 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #154.

Vantage Financial Partners (Wisconsin) first reported a position in MO in Q2 2023 and has held it in 10 quarters since. The position peaked at $370K in Q3 2025. 2,394 funds tracked by Wall St. Rank hold MO as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 5,822 shares of Altria Group worth $336K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 226 Altria Group shares in Q4 2025, an estimated $13.6K.
Altria Group made up 0.07% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #154 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Altria Group in Q2 2023 and has held it in 10 quarters since.
Vantage Financial Partners (Wisconsin)'s Altria Group position peaked at $370K in Q3 2025.
2,394 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.