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Axiom Advisory’s Altria Group MO Stock Holding History

Axiom Advisory’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
2024
Q3 		$226K Sell
4,480
-1,154
-20% -$58.3K ﹤0.01% 278
2024
Q2 		$247K Buy
+5,634
New +$250K ﹤0.01% 267

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Axiom Advisory's MO Position: Q3 2024 in Review

Axiom Advisory reduced its Altria Group (MO) stake by 20% in Q3 2024, selling an estimated $58.3K and leaving 4,480 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Axiom Advisory first reported a position in MO in Q2 2024 and has held it in 2 quarters since. The position peaked at $247K in Q2 2024. 1,990 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • Axiom Advisory held 4,480 shares of Altria Group worth $226K as of Q3 2024.
  • Axiom Advisory sold 1,154 Altria Group shares in Q3 2024, an estimated $58.3K.
  • Altria Group made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #278 holding.
  • Axiom Advisory first reported a position in Altria Group in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's Altria Group position peaked at $247K in Q2 2024.
  • 1,990 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.