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Atom Investors’s Altria Group MO Stock Holding History

Atom Investors’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
2026
Q1 		– Sell
-14,528
Closed -$838K – 771
2025
Q4 		$838K Buy
+14,528
New +$877K 0.07% 321
2025
Q2 		– Sell
-29,152
Closed -$1.75M – 724
2025
Q1 		$1.75M Buy
29,152
+21
+0.1% +$1.15K 0.22% 138
2024
Q4 		$1.52M Sell
29,131
-4,538
-13% -$242K 0.19% 157
2024
Q3 		$1.72M Buy
33,669
+3,903
+13% +$197K 0.18% 176
2024
Q2 		$1.36M Buy
29,766
+3,002
+11% +$133K 0.14% 210
2024
Q1 		$1.17M Buy
+26,764
New +$1.11M 0.15% 203
2022
Q1 		– Sell
-11,026
Closed -$523K – 276
2021
Q4 		$523K Sell
11,026
-9,472
-46% -$434K 0.14% 160
2021
Q3 		$933K Buy
+20,498
New +$990K 0.18% 140
2021
Q1 		– Sell
-12,962
Closed -$531K – 370
2020
Q4 		$531K Sell
12,962
-6,151
-32% -$247K 0.06% 240
2020
Q3 		$739K Sell
19,113
-20,983
-52% -$873K 0.08% 221
2020
Q2 		$1.57M Buy
40,096
+19,586
+95% +$764K 0.17% 163
2020
Q1 		$793K Buy
20,510
+5,290
+35% +$235K 0.08% 174
2019
Q4 		$760K Buy
+15,220
New +$718K 0.06% 167
2019
Q3 		– Sell
-64,819
Closed -$3.07M – 374
2019
Q2 		$3.07M Buy
64,819
+40,780
+170% +$2.14M 0.2% 148
2019
Q1 		$1.38M Buy
+24,039
New +$1.23M 0.12% 156

Other funds holding MO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return