Delos Wealth Advisors’s Altria Group MO Stock Holding History

Delos Wealth 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	-20	Closed	-$1.05K	–	135
2024 Q4	$1.05K	Buy	+20	New	+$1.06K	﹤0.01%	174
2024 Q1	–	Sell	-25	Closed	-$1.01K	–	417
2023 Q4	$1.01K	Hold	25	–	–	﹤0.01%	188
2023 Q3	$1.11K	Hold	25	–	–	﹤0.01%	215
2023 Q2	$1.13K	Hold	25	–	–	﹤0.01%	208
2023 Q1	$1.12K	Hold	25	–	–	﹤0.01%	219
2022 Q4	$1.14K	Hold	25	–	–	﹤0.01%	227
2022 Q3	$1K	Buy	+25	New	+$1.09K	﹤0.01%	253

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Delos Wealth Advisors's MO Position: Q1 2025 in Review

Delos Wealth Advisors sold out of Altria Group (MO) in Q1 2025, closing a stake of 20 shares — an estimated $1.05K sold.

Delos Wealth Advisors first reported a position in MO in Q3 2022 and held it in 7 quarters. The position peaked at $1.14K in Q4 2022. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

Delos Wealth Advisors reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
Delos Wealth Advisors sold 20 Altria Group shares in Q1 2025, an estimated $1.05K.
Delos Wealth Advisors first reported a position in Altria Group in Q3 2022 and held it in 7 quarters.
Delos Wealth Advisors's Altria Group position peaked at $1.14K in Q4 2022.
2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Delos Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.