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Insight Folios’s Altria Group MO Stock Holding History

Insight Folios’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
Q3 		$8.33M Buy
163,302
+6,892
+4% +$348K 2.98% 10
2024
Q2 		$7.12M Buy
156,410
+2,439
+2% +$108K 2.92% 9
2024
Q1 		$6.72M Buy
153,971
+2,255
+1% +$93.5K 2.72% 13
2023
Q4 		$6.12M Buy
151,716
+7,148
+5% +$296K 2.65% 20
2023
Q3 		$6.08M Sell
144,568
-14,742
-9% -$651K 2.97% 9
2023
Q2 		$7.22M Buy
159,310
+8,149
+5% +$369K 3.02% 7
2023
Q1 		$6.74M Buy
151,161
+5,820
+4% +$268K 2.99% 11
2022
Q4 		$6.64M Buy
145,341
+21,801
+18% +$988K 3% 10
2022
Q3 		$4.99M Buy
123,540
+7,171
+6% +$313K 2.54% 22
2022
Q2 		$4.86M Buy
116,369
+7,993
+7% +$414K 2.31% 27
2022
Q1 		$5.67M Buy
108,376
+6,079
+6% +$310K 2.52% 21
2021
Q4 		$4.85M Buy
102,297
+3,518
+4% +$161K 2.27% 21
2021
Q3 		$4.5M Buy
98,779
+8,438
+9% +$408K 2.47% 23
2021
Q2 		$4.31M Buy
90,341
+3,717
+4% +$183K 2.53% 22
2021
Q1 		$4.43M Buy
86,624
+1,866
+2% +$83.6K 3.03% 16
2020
Q4 		$3.48M Buy
84,758
+6,751
+9% +$271K 2.58% 24
2020
Q3 		$3.01M Buy
78,007
+1,607
+2% +$66.9K 2.79% 23
2020
Q2 		$3M Buy
76,400
+2,039
+3% +$79.5K 2.88% 19
2020
Q1 		$2.88M Buy
74,361
+8,566
+13% +$380K 3.29% 15
2019
Q4 		$3.28M Buy
+65,795
New +$3.1M 2.91% 23

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Insight Folios's MO Position: Q3 2024 in Review

Insight Folios increased its Altria Group (MO) stake by 4.4% in Q3 2024, buying an estimated $348K and bringing the position to 163,302 shares worth $8.33M. The position accounts for 2.98% of the portfolio, ranked #10.

Insight Folios first reported a position in MO in Q4 2019 and has held it in 20 quarters since. 1,990 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • Insight Folios held 163,302 shares of Altria Group worth $8.33M as of Q3 2024.
  • Insight Folios bought 6,892 Altria Group shares in Q3 2024, an estimated $348K.
  • Altria Group made up 2.98% of Insight Folios's portfolio in Q3 2024, its #10 holding.
  • Insight Folios first reported a position in Altria Group in Q4 2019 and has held it in 20 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.