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IRON Financial’s Altria Group MO Stock Holding History

IRON Financial’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
2025
Q1 		– Sell
-14,609
Closed -$764K – 130
2024
Q4 		$764K Buy
14,609
+437
+3% +$23.3K 0.43% 44
2024
Q3 		$723K Buy
+14,172
New +$716K 0.39% 50
2021
Q3 		– Sell
-10,658
Closed -$508K – 119
2021
Q2 		$508K Buy
10,658
+2,406
+29% +$118K 0.24% 55
2021
Q1 		$422K Buy
+8,252
New +$370K 0.22% 48

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IRON Financial's MO Position: Q1 2025 in Review

IRON Financial sold out of Altria Group (MO) in Q1 2025, closing a stake of 14,609 shares — an estimated $764K sold.

IRON Financial first reported a position in MO in Q1 2021 and held it in 4 quarters. The position peaked at $764K in Q4 2024. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • IRON Financial reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
  • IRON Financial sold 14,609 Altria Group shares in Q1 2025, an estimated $764K.
  • IRON Financial first reported a position in Altria Group in Q1 2021 and held it in 4 quarters.
  • IRON Financial's Altria Group position peaked at $764K in Q4 2024.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on IRON Financial's 13F filing for Q1 2025, filed 25 Apr 2025.