Householder Group Estate & Retirement Specialist’s Altria Group MO Stock Holding History

Householder Group Estate & Retirement Specialist’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	$26K	Sell	513 -12,261	-96%	-$653K	0.02%	262
2024 Q3	$652K	Sell	12,774 -2,083	-14%	-$105K	0.19%	106
2024 Q2	$676K	Buy	14,857 +3,375	+29%	+$150K	0.19%	109
2024 Q1	$501K	Buy	11,482 +1,200	+12%	+$49.8K	0.15%	134
2023 Q4	$414K	Buy	10,282 +40	+0.4%	+$1.65K	0.14%	141
2023 Q3	$431K	Buy	+10,242	New	+$453K	0.16%	124
2023 Q1	$186K	Buy	4,177 +192	+5%	+$8.83K	0.07%	207
2022 Q4	$182K	Sell	3,985 -48	-1%	-$2.17K	0.27%	50
2022 Q3	$162K	Buy	+4,033	New	+$176K	0.07%	201

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Altria Group (MO) stake by 96% in Q4 2024, selling an estimated $653K and leaving 513 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #262.

Householder Group Estate & Retirement Specialist first reported a position in MO in Q3 2022 and has held it in 9 quarters since. The position peaked at $676K in Q2 2024. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

Householder Group Estate & Retirement Specialist held 513 shares of Altria Group worth $26K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 12,261 Altria Group shares in Q4 2024, an estimated $653K.
Altria Group made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #262 holding.
Householder Group Estate & Retirement Specialist first reported a position in Altria Group in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Altria Group position peaked at $676K in Q2 2024.
2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.