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Edge Capital Group’s Altria Group MO Stock Holding History

Edge Capital Group’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
Q4 		$430K Buy
8,219
+115
+1% +$6.13K 0.02% 223
2024
Q3 		$414K Sell
8,104
-1,518
-16% -$76.7K 0.02% 228
2024
Q2 		$438K Hold
9,622
– – 0.02% 219
2024
Q1 		$420K Hold
9,622
– – 0.02% 224
2023
Q4 		$388K Sell
9,622
-1,392
-13% -$57.6K 0.02% 223
2023
Q3 		$463K Sell
11,014
-339
-3% -$15K 0.03% 195
2023
Q2 		$514K Hold
11,353
– – 0.03% 211
2023
Q1 		$507K Sell
11,353
-1,731
-13% -$79.6K 0.03% 208
2022
Q4 		$598K Sell
13,084
-302
-2% -$13.7K 0.04% 172
2022
Q3 		$541K Buy
13,386
+3,650
+37% +$159K 0.04% 182
2022
Q2 		$407K Sell
9,736
-388
-4% -$20.1K 0.04% 206
2022
Q1 		$529K Buy
10,124
+49
+0.5% +$2.5K 0.04% 194
2021
Q4 		$477K Buy
10,075
+25
+0.2% +$1.15K 0.03% 198
2021
Q3 		$457K Buy
10,050
+23
+0.2% +$1.11K 0.04% 194
2021
Q2 		$478K Sell
10,027
-355
-3% -$17.4K 0.04% 193
2021
Q1 		$531K Buy
10,382
+874
+9% +$39.2K 0.04% 174
2020
Q4 		$390K Buy
9,508
+108
+1% +$4.34K 0.03% 190
2020
Q3 		$363K Buy
9,400
+526
+6% +$21.9K 0.04% 178
2020
Q2 		$348K Sell
8,874
-155
-2% -$6.05K 0.04% 176
2020
Q1 		$349K Sell
9,029
-375
-4% -$16.6K 0.04% 168
2019
Q4 		$469K Sell
9,404
-272
-3% -$12.8K 0.05% 168
2019
Q3 		$396K Buy
9,676
+236
+3% +$10.9K 0.04% 184
2019
Q2 		$447K Sell
9,440
-167
-2% -$8.75K 0.04% 184
2019
Q1 		$552K Sell
9,607
-1,539
-14% -$78.7K 0.05% 166
2018
Q4 		$550K Buy
+11,146
New +$646K 0.06% 151

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Edge Capital Group's MO Position: Q4 2024 in Review

Edge Capital Group increased its Altria Group (MO) stake by 1.4% in Q4 2024, buying an estimated $6.13K and bringing the position to 8,219 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #223.

Edge Capital Group first reported a position in MO in Q4 2018 and has held it in 25 quarters since. The position peaked at $598K in Q4 2022. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Edge Capital Group held 8,219 shares of Altria Group worth $430K as of Q4 2024.
  • Edge Capital Group bought 115 Altria Group shares in Q4 2024, an estimated $6.13K.
  • Altria Group made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #223 holding.
  • Edge Capital Group first reported a position in Altria Group in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Altria Group position peaked at $598K in Q4 2022.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.