HI
MO icon

Human Investing’s Altria Group MO Stock Holding History

Human Investing’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 		– Sell
-4,349
Closed -$222K – 332
2024
Q3 		$222K Buy
+4,349
New +$220K 0.04% 95
2024
Q1 		– Sell
-7,363
Closed -$297K – 97
2023
Q4 		$297K Sell
7,363
-2,223
-23% -$91.9K 0.06% 78
2023
Q3 		$403K Sell
9,586
-1,136
-11% -$50.2K 0.09% 70
2023
Q2 		$486K Sell
10,722
-1,983
-16% -$89.8K 0.11% 67
2023
Q1 		$567K Sell
12,705
-3,299
-21% -$152K 0.14% 59
2022
Q4 		$732K Sell
16,004
-8,270
-34% -$375K 0.19% 57
2022
Q3 		$980K Sell
24,274
-4,296
-15% -$187K 0.25% 49
2022
Q2 		$1.19M Sell
28,570
-644
-2% -$33.3K 0.29% 50
2022
Q1 		$1.53M Sell
29,214
-2,449
-8% -$125K 0.34% 41
2021
Q4 		$1.5M Sell
31,663
-1,556
-5% -$71.3K 0.36% 41
2021
Q3 		$1.51M Sell
33,219
-1,315
-4% -$63.5K 0.36% 41
2021
Q2 		$1.65M Buy
34,534
+954
+3% +$46.9K 0.4% 39
2021
Q1 		$1.72M Sell
33,580
-1,942
-5% -$87K 0.44% 39
2020
Q4 		$1.46M Sell
35,522
-1,657
-4% -$66.5K 0.41% 40
2020
Q3 		$1.44M Sell
37,179
-372
-1% -$15.5K 0.47% 48
2020
Q2 		$1.47M Sell
37,551
-174
-0.5% -$6.79K 0.52% 48
2020
Q1 		$1.46M Sell
37,725
-952
-2% -$42.2K 0.63% 40
2019
Q4 		$1.93M Buy
38,677
+1,537
+4% +$72.5K 0.63% 43
2019
Q3 		$1.52M Sell
37,140
-455
-1% -$20.9K 0.54% 51
2019
Q2 		$1.78M Buy
37,595
+398
+1% +$20.8K 0.65% 41
2019
Q1 		$2.14M Buy
37,197
+1,146
+3% +$58.6K 0.8% 37
2018
Q4 		$1.78M Buy
+36,051
New +$2.09M 0.74% 41

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 $1.88B AUM 29.07% 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

Human Investing's MO Position: Q4 2024 in Review

Human Investing sold out of Altria Group (MO) in Q4 2024, closing a stake of 4,349 shares — an estimated $222K sold.

Human Investing first reported a position in MO in Q4 2018 and held it in 22 quarters. The position peaked at $2.14M in Q1 2019. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Human Investing reported no remaining Altria Group position as of Q4 2024 after selling out during the quarter.
  • Human Investing sold 4,349 Altria Group shares in Q4 2024, an estimated $222K.
  • Human Investing first reported a position in Altria Group in Q4 2018 and held it in 22 quarters.
  • Human Investing's Altria Group position peaked at $2.14M in Q1 2019.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Human Investing's 13F filing for Q4 2024, filed 31 Jan 2025.