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Executive Wealth Management’s Altria Group MO Stock Holding History

Executive 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
Q4 		$271K Buy
5,190
+63
+1% +$3.36K 0.02% 222
2024
Q3 		$262K Buy
5,127
+30
+0.6% +$1.52K 0.02% 235
2024
Q2 		$232K Sell
5,097
-134
-3% -$5.95K 0.04% 114
2024
Q1 		$226K Sell
5,231
-292
-5% -$12.1K 0.02% 229
2023
Q4 		$223K Buy
5,523
+431
+8% +$17.8K 0.02% 201
2023
Q3 		$214K Sell
5,092
-232
-4% -$10.3K 0.02% 189
2023
Q2 		$241K Buy
5,324
+26
+0.5% +$1.18K 0.03% 177
2023
Q1 		$236K Buy
+5,298
New +$244K 0.03% 177
2020
Q1 		– Sell
-4,360
Closed -$217K – 137
2019
Q4 		$217K Buy
+4,360
New +$206K 0.03% 141
2019
Q3 		– Sell
-4,965
Closed -$235K – 537
2019
Q2 		$235K Sell
4,965
-5
-0.1% -$262 0.03% 146
2019
Q1 		$285K Sell
4,970
-1,172
-19% -$59.9K 0.05% 128
2018
Q4 		$303K Buy
+6,142
New +$356K 0.05% 122

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

Executive Wealth Management's MO Position: Q4 2024 in Review

Executive Wealth Management increased its Altria Group (MO) stake by 1.2% in Q4 2024, buying an estimated $3.36K and bringing the position to 5,190 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #222.

Executive Wealth Management first reported a position in MO in Q4 2018 and has held it in 12 quarters since. The position peaked at $303K in Q4 2018. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Executive Wealth Management held 5,190 shares of Altria Group worth $271K as of Q4 2024.
  • Executive Wealth Management bought 63 Altria Group shares in Q4 2024, an estimated $3.36K.
  • Altria Group made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #222 holding.
  • Executive Wealth Management first reported a position in Altria Group in Q4 2018 and has held it in 12 quarters since.
  • Executive Wealth Management's Altria Group position peaked at $303K in Q4 2018.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.