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Gray Wealth Management’s Altria Group MO Stock Holding History

Gray 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 		$1.17M Buy
22,464
+607
+3% +$32.3K 0.45% 45
2024
Q3 		$1.12M Buy
21,857
+1,213
+6% +$61.3K 0.44% 45
2024
Q2 		$940K Buy
20,644
+620
+3% +$27.5K 0.41% 44
2024
Q1 		$873K Sell
20,024
-794
-4% -$32.9K 0.39% 46
2023
Q4 		$840K Sell
20,818
-2,614
-11% -$108K 0.41% 45
2023
Q3 		$985K Buy
23,432
+460
+2% +$20.3K 0.51% 40
2023
Q2 		$1.04M Buy
22,972
+2,245
+11% +$102K 0.52% 41
2023
Q1 		$925K Buy
20,727
+425
+2% +$19.5K 0.5% 42
2022
Q4 		$928K Buy
20,302
+1,406
+7% +$63.7K 0.54% 41
2022
Q3 		$763K Buy
18,896
+304
+2% +$13.3K 0.49% 43
2022
Q2 		$777K Buy
18,592
+2,798
+18% +$145K 0.47% 45
2022
Q1 		$825K Buy
15,794
+438
+3% +$22.3K 0.43% 46
2021
Q4 		$728K Buy
15,356
+285
+2% +$13.1K 0.36% 49
2021
Q3 		$686K Buy
15,071
+1,290
+9% +$62.3K 0.38% 47
2021
Q2 		$657K Buy
13,781
+369
+3% +$18.1K 0.38% 45
2021
Q1 		$686K Buy
13,412
+510
+4% +$22.9K 0.44% 45
2020
Q4 		$530K Sell
12,902
-1,563
-11% -$62.8K 0.36% 48
2020
Q3 		$559K Buy
14,465
+7
+0% +$291 0.44% 44
2020
Q2 		$571K Buy
14,458
+512
+4% +$20K 0.49% 42
2020
Q1 		$540K Buy
+13,946
New +$619K 0.59% 39

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

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

Gray Wealth Management increased its Altria Group (MO) stake by 2.8% in Q4 2024, buying an estimated $32.3K and bringing the position to 22,464 shares worth $1.17M. The position accounts for 0.45% of the portfolio, ranked #45.

Gray Wealth Management first reported a position in MO in Q1 2020 and has held it in 20 quarters since. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Gray Wealth Management held 22,464 shares of Altria Group worth $1.17M as of Q4 2024.
  • Gray Wealth Management bought 607 Altria Group shares in Q4 2024, an estimated $32.3K.
  • Altria Group made up 0.45% of Gray Wealth Management's portfolio in Q4 2024, its #45 holding.
  • Gray Wealth Management first reported a position in Altria Group in Q1 2020 and has held it in 20 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.