DWM
MO icon

Doyle Wealth Management’s Altria Group MO Stock Holding History

Doyle 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
2022
Q3 		$468K Buy
11,591
+208
+2% +$9.07K 0.04% 134
2022
Q2 		$475K Sell
11,383
-39
-0.3% -$2.02K 0.04% 138
2022
Q1 		$597K Buy
11,422
+1,935
+20% +$98.6K 0.04% 141
2021
Q4 		$450K Sell
9,487
-898
-9% -$41.2K 0.03% 152
2021
Q3 		$473K Buy
10,385
+673
+7% +$32.5K 0.04% 144
2021
Q2 		$463K Sell
9,712
-94
-1% -$4.62K 0.04% 145
2021
Q1 		$502K Sell
9,806
-2,340
-19% -$105K 0.05% 138
2020
Q4 		$498K Sell
12,146
-2,738
-18% -$110K 0.05% 137
2020
Q3 		$575K Buy
14,884
+1,612
+12% +$67.1K 0.07% 118
2020
Q2 		$521K Sell
13,272
-1,213
-8% -$47.3K 0.07% 114
2020
Q1 		$560K Buy
14,485
+227
+2% +$10.1K 0.09% 95
2019
Q4 		$712K Buy
14,258
+136
+1% +$6.42K 0.09% 99
2019
Q3 		$578K Buy
14,122
+25
+0.2% +$1.15K 0.08% 109
2019
Q2 		$667K Sell
14,097
-2,142
-13% -$112K 0.09% 94
2019
Q1 		$846K Buy
16,239
+2,742
+20% +$140K 0.12% 80
2018
Q4 		$667K Buy
13,497
+3,783
+39% +$219K 0.11% 82
2018
Q3 		$586K Buy
9,714
+263
+3% +$15.6K 0.09% 98
2018
Q2 		$537K Buy
9,451
+198
+2% +$11.4K 0.09% 101
2018
Q1 		$577K Sell
9,253
-3,361
-27% -$223K 0.1% 90
2017
Q4 		$901K Buy
12,614
+2,288
+22% +$153K 0.15% 70
2017
Q3 		$655K Buy
10,326
+3,346
+48% +$223K 0.11% 78
2017
Q2 		$520K Buy
6,980
+205
+3% +$15K 0.1% 85
2017
Q1 		$484K Buy
+6,775
New +$490K 0.1% 82

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Doyle Wealth Management's MO Position: Q3 2022 in Review

Doyle Wealth Management increased its Altria Group (MO) stake by 1.8% in Q3 2022, buying an estimated $9.07K and bringing the position to 11,591 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #134.

Doyle Wealth Management first reported a position in MO in Q1 2017 and has held it in 23 quarters since. The position peaked at $901K in Q4 2017. 1,762 funds tracked by Wall St. Rank hold MO as of Q3 2022.

  • Doyle Wealth Management held 11,591 shares of Altria Group worth $468K as of Q3 2022.
  • Doyle Wealth Management bought 208 Altria Group shares in Q3 2022, an estimated $9.07K.
  • Altria Group made up 0.04% of Doyle Wealth Management's portfolio in Q3 2022, its #134 holding.
  • Doyle Wealth Management first reported a position in Altria Group in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Altria Group position peaked at $901K in Q4 2017.
  • 1,762 funds tracked by Wall St. Rank held Altria Group as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.