JWM
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Janiczek Wealth Management’s Altria Group MO Stock Holding History

Janiczek 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
2024
Q2 		$184K Buy
3,965
+198
+5% +$8.78K 0.04% 193
2024
Q1 		$168K Buy
3,767
+247
+7% +$10.2K 0.04% 207
2023
Q4 		$145K Buy
3,520
+18
+0.5% +$744 0.04% 213
2023
Q3 		$151K Sell
3,502
-82
-2% -$3.62K 0.04% 184
2023
Q2 		$166K Sell
3,584
-44
-1% -$1.99K 0.05% 152
2023
Q1 		$167K Buy
3,628
+78
+2% +$3.59K 0.05% 137
2022
Q4 		$161K Buy
3,550
+35
+1% +$1.58K 0.05% 149
2022
Q3 		$156K Hold
3,515
– – 0.05% 133
2022
Q2 		$154K Buy
3,515
+382
+12% +$19.8K 0.05% 141
2022
Q1 		$164K Buy
3,133
+330
+12% +$16.8K 0.05% 143
2021
Q4 		$133K Buy
2,803
+4
+0.1% +$183 0.04% 153
2021
Q3 		$127K Buy
2,799
+8
+0.3% +$386 0.04% 140
2021
Q2 		$133K Hold
2,791
– – 0.05% 119
2021
Q1 		$143K Hold
2,791
– – 0.06% 98
2020
Q4 		$114K Hold
2,791
– – 0.06% 98
2020
Q3 		$108K Hold
2,791
– – 0.06% 63
2020
Q2 		$110K Hold
2,791
– – 0.06% 53
2020
Q1 		$108K Hold
2,791
– – 0.06% 47
2019
Q4 		$139K Hold
2,791
– – 0.06% 46
2019
Q3 		$114K Hold
2,791
– – 0.05% 52
2019
Q2 		$132K Hold
2,791
– – 0.06% 45
2019
Q1 		$160K Sell
2,791
-687
-20% -$35.1K 0.08% 44
2018
Q4 		$172K Hold
3,478
– – 0.09% 42
2018
Q3 		$210K Buy
3,478
+33
+1% +$1.96K 0.11% 38
2018
Q2 		$196K Buy
+3,445
New +$199K 0.1% 41
2017
Q2 		– Sell
-3,702
Closed -$264K – 37
2017
Q1 		$264K Buy
3,702
+29
+0.8% +$2.1K 0.15% 26
2016
Q4 		$248K Buy
+3,673
New +$237K 0.11% 25

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janiczek Wealth Management's MO Position: Q2 2024 in Review

Janiczek Wealth Management increased its Altria Group (MO) stake by 5.3% in Q2 2024, buying an estimated $8.78K and bringing the position to 3,965 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #193.

Janiczek Wealth Management first reported a position in MO in Q4 2016 and has held it in 27 quarters since. The position peaked at $264K in Q1 2017. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

  • Janiczek Wealth Management held 3,965 shares of Altria Group worth $184K as of Q2 2024.
  • Janiczek Wealth Management bought 198 Altria Group shares in Q2 2024, an estimated $8.78K.
  • Altria Group made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #193 holding.
  • Janiczek Wealth Management first reported a position in Altria Group in Q4 2016 and has held it in 27 quarters since.
  • Janiczek Wealth Management's Altria Group position peaked at $264K in Q1 2017.
  • 1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.