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West Coast Financial’s Altria Group MO Stock Holding History

West Coast Financial’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
-5,450
Closed -$327K – 99
2025
Q1 		$327K Hold
5,450
– – 0.04% 132
2024
Q4 		$285K Hold
5,450
– – 0.03% 141
2024
Q3 		$278K Hold
5,450
– – 0.03% 152
2024
Q2 		$248K Hold
5,450
– – 0.03% 152
2024
Q1 		$238K Hold
5,450
– – 0.03% 150
2023
Q4 		$220K Buy
+5,450
New +$225K 0.03% 152

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

West Coast Financial's MO Position: Q2 2025 in Review

West Coast Financial sold out of Altria Group (MO) in Q2 2025, closing a stake of 5,450 shares — an estimated $327K sold.

West Coast Financial first reported a position in MO in Q4 2023 and held it in 6 quarters. The position peaked at $327K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • West Coast Financial reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 5,450 Altria Group shares in Q2 2025, an estimated $327K.
  • West Coast Financial first reported a position in Altria Group in Q4 2023 and held it in 6 quarters.
  • West Coast Financial's Altria Group position peaked at $327K in Q1 2025.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.