Iron Horse Wealth Management’s Altria Group MO Stock Holding History

Iron Horse 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
2025 Q2	$31.7K	Sell	541 -125	-19%	-$7.34K	0.01%	172
2025 Q1	$40K	Hold	666	–	–	0.01%	140
2024 Q4	$34.8K	Buy	666 +1	+0.2%	+$53	0.01%	143
2024 Q3	$34K	Sell	665 -100	-13%	-$5.05K	0.01%	136
2024 Q2	$34.8K	Buy	765 +1	+0.1%	+$44	0.01%	127
2024 Q1	$33.3K	Buy	764 +5	+0.7%	+$207	0.01%	105
2023 Q4	$30.6K	Buy	759 +15	+2%	+$620	0.01%	99
2023 Q3	$31.3K	Buy	744 +44	+6%	+$1.94K	0.02%	91
2023 Q2	$31.7K	Buy	700 +100	+17%	+$4.53K	0.02%	88
2023 Q1	$26.8K	Buy	600 +100	+20%	+$4.6K	0.01%	91
2022 Q4	$23K	Hold	500	–	–	0.01%	96
2022 Q3	$20K	Buy	500 +100	+25%	+$4.36K	0.03%	65
2022 Q2	$17K	Hold	400	–	–	0.01%	108
2022 Q1	$21K	Buy	400 +100	+33%	+$5.09K	0.01%	107
2021 Q4	$14K	Buy	300 +100	+50%	+$4.58K	0.01%	112
2021 Q3	$9K	Hold	200	–	–	0.01%	113
2021 Q2	$10K	Buy	+200	New	+$9.83K	0.01%	116

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

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

Iron Horse Wealth Management's MO Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Altria Group (MO) stake by 19% in Q2 2025, selling an estimated $7.34K and leaving 541 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #172.

Iron Horse Wealth Management first reported a position in MO in Q2 2021 and has held it in 17 quarters since. The position peaked at $40K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

Iron Horse Wealth Management held 541 shares of Altria Group worth $31.7K as of Q2 2025.
Iron Horse Wealth Management sold 125 Altria Group shares in Q2 2025, an estimated $7.34K.
Altria Group made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #172 holding.
Iron Horse Wealth Management first reported a position in Altria Group in Q2 2021 and has held it in 17 quarters since.
Iron Horse Wealth Management's Altria Group position peaked at $40K in Q1 2025.
2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.