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Western Pacific Wealth Management’s Altria Group MO Stock Holding History

Western Pacific 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
-1,220
Closed -$80.6K – 192
2025
Q3 		$80.6K Hold
1,220
– – 0.08% 107
2025
Q2 		$71.5K Buy
+1,220
New +$71.6K 0.07% 116
2024
Q4 		– Sell
-2,400
Closed -$122K – 249
2024
Q3 		$122K Buy
+2,400
New +$121K 0.08% 92
2024
Q2 		– Sell
-56
Closed -$2.44K – 272
2024
Q1 		$2.44K Buy
+56
New +$2.32K ﹤0.01% 240

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

Western Pacific Wealth Management's MO Position: Q4 2025 in Review

Western Pacific Wealth Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 1,220 shares — an estimated $80.6K sold.

Western Pacific Wealth Management first reported a position in MO in Q1 2024 and held it in 4 quarters. The position peaked at $122K in Q3 2024. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Western Pacific Wealth Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Western Pacific Wealth Management sold 1,220 Altria Group shares in Q4 2025, an estimated $80.6K.
  • Western Pacific Wealth Management first reported a position in Altria Group in Q1 2024 and held it in 4 quarters.
  • Western Pacific Wealth Management's Altria Group position peaked at $122K in Q3 2024.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Western Pacific Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.