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Droms Strauss Advisors’s Altria Group MO Stock Holding History

Droms Strauss 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
-5,176
Closed -$271K – 69
2024
Q4 		$271K Sell
5,176
-2,588
-33% -$138K 0.09% 57
2024
Q3 		$396K Hold
7,764
– – 0.14% 49
2024
Q2 		$354K Sell
7,764
-2,588
-25% -$115K 0.13% 48
2024
Q1 		$452K Sell
10,352
-3
-0% -$124 0.17% 46
2023
Q4 		$418K Hold
10,355
– – 0.16% 48
2023
Q3 		$435K Hold
10,355
– – 0.19% 44
2023
Q2 		$476K Hold
10,355
– – 0.2% 43
2023
Q1 		$462K Hold
10,355
– – 0.21% 43
2022
Q4 		$473K Sell
10,355
-26
-0.3% -$1.18K 0.22% 44
2022
Q3 		$419K Buy
+10,381
New +$453K 0.21% 44

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Droms Strauss Advisors's MO Position: Q1 2025 in Review

Droms Strauss Advisors sold out of Altria Group (MO) in Q1 2025, closing a stake of 5,176 shares — an estimated $271K sold.

Droms Strauss Advisors first reported a position in MO in Q3 2022 and held it in 10 quarters. The position peaked at $476K in Q2 2023. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • Droms Strauss Advisors reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
  • Droms Strauss Advisors sold 5,176 Altria Group shares in Q1 2025, an estimated $271K.
  • Droms Strauss Advisors first reported a position in Altria Group in Q3 2022 and held it in 10 quarters.
  • Droms Strauss Advisors's Altria Group position peaked at $476K in Q2 2023.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Droms Strauss Advisors's 13F filing for Q1 2025, filed 2 May 2025.