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Kelman-Lazarov Inc’s Altria Group MO Stock Holding History

Kelman-Lazarov Inc’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 		– Sell
-4,426
Closed -$266K – 126
2025
Q1 		$266K Buy
4,426
+10
+0.2% +$546 0.05% 99
2024
Q4 		$231K Buy
+4,416
New +$235K 0.04% 101
2017
Q1 		– Sell
-516
Closed -$34.9K – 193
2016
Q4 		$34.9K Hold
516
– – 0.02% 187
2016
Q3 		$31.9K Buy
+516
New +$34.3K 0.02% 211

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kelman-Lazarov Inc's MO Position: Q2 2025 in Review

Kelman-Lazarov Inc sold out of Altria Group (MO) in Q2 2025, closing a stake of 4,426 shares — an estimated $266K sold.

Kelman-Lazarov Inc first reported a position in MO in Q3 2016 and held it in 4 quarters. The position peaked at $266K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Kelman-Lazarov Inc reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 4,426 Altria Group shares in Q2 2025, an estimated $266K.
  • Kelman-Lazarov Inc first reported a position in Altria Group in Q3 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Altria Group position peaked at $266K in Q1 2025.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2025, filed 29 Jul 2025.