BWM
MO icon

Brophy Wealth Management’s Altria Group MO Stock Holding History

Brophy 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
2024
Q3 		$993K Buy
+19,463
New +$984K 0.36% 65

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

Brophy Wealth Management's MO Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Altria Group (MO) in Q3 2024: 19,463 shares worth $993K. The stake represents 0.36% of the portfolio and ranks #65 among its holdings.

1,991 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • Brophy Wealth Management held 19,463 shares of Altria Group worth $993K as of Q3 2024.
  • Altria Group was a new Brophy Wealth Management position in Q3 2024.
  • Altria Group made up 0.36% of Brophy Wealth Management's portfolio in Q3 2024, its #65 holding.
  • 1,991 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.