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Angeles Investment Advisors’s Altria Group MO Stock Holding History

Angeles Investment 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
Q1 		– Sell
-4,739
Closed -$248K – 135
2024
Q4 		$248K Hold
4,739
– – 0.01% 165
2024
Q3 		$242K Hold
4,739
– – 0.01% 189
2024
Q2 		$216K Sell
4,739
-2,368
-33% -$105K 0.01% 193
2024
Q1 		$310K Buy
7,107
+941
+15% +$39K 0.02% 165
2023
Q4 		$249K Buy
6,166
+140
+2% +$5.79K 0.02% 169
2023
Q3 		$253K Sell
6,026
-147
-2% -$6.5K 0.02% 150
2023
Q2 		$280K Buy
6,173
+1,373
+29% +$62.2K 0.02% 122
2023
Q1 		$214K Buy
+4,800
New +$221K 0.02% 144
2022
Q1 		– Sell
-4,422
Closed -$210K – 179
2021
Q4 		$210K Buy
+4,422
New +$203K 0.01% 202
2021
Q2 		– Sell
-4,000
Closed -$205K – 132
2021
Q1 		$205K Sell
4,000
-2,500
-38% -$112K 0.02% 112
2020
Q4 		$267K Hold
6,500
– – 0.03% 95
2020
Q3 		$251K Hold
6,500
– – 0.03% 88
2020
Q2 		$255K Sell
6,500
-122
-2% -$4.76K 0.04% 89
2020
Q1 		$268K Sell
6,622
-416
-6% -$18.5K 0.07% 76
2019
Q4 		$351K Buy
7,038
+346
+5% +$16.3K 0.07% 61
2019
Q3 		$274K Buy
6,692
+192
+3% +$8.83K 0.06% 61
2019
Q2 		$308K Hold
6,500
– – 0.08% 51
2019
Q1 		$373K Sell
6,500
-83
-1% -$4.24K 0.35% 35
2018
Q4 		$325K Buy
+6,583
New +$381K 0.28% 27

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Angeles Investment Advisors's MO Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Altria Group (MO) in Q1 2025, closing a stake of 4,739 shares — an estimated $248K sold.

Angeles Investment Advisors first reported a position in MO in Q4 2018 and held it in 19 quarters. The position peaked at $373K in Q1 2019. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 4,739 Altria Group shares in Q1 2025, an estimated $248K.
  • Angeles Investment Advisors first reported a position in Altria Group in Q4 2018 and held it in 19 quarters.
  • Angeles Investment Advisors's Altria Group position peaked at $373K in Q1 2019.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.