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Lake Hills Wealth Management’s Altria Group MO Stock Holding History

Lake Hills 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 		– Sell
-4,653
Closed -$279K – 60
2025
Q1 		$279K Buy
+4,653
New +$254K 0.19% 39
2022
Q2 		– Sell
-4,970
Closed -$260K – 31
2022
Q1 		$260K Sell
4,970
-6,703
-57% -$341K 0.19% 35
2021
Q4 		$553K Buy
+11,673
New +$535K 0.39% 35

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

Lake Hills Wealth Management's MO Position: Q2 2025 in Review

Lake Hills Wealth Management sold out of Altria Group (MO) in Q2 2025, closing a stake of 4,653 shares — an estimated $279K sold.

Lake Hills Wealth Management first reported a position in MO in Q4 2021 and held it in 3 quarters. The position peaked at $553K in Q4 2021. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Lake Hills Wealth Management reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 4,653 Altria Group shares in Q2 2025, an estimated $279K.
  • Lake Hills Wealth Management first reported a position in Altria Group in Q4 2021 and held it in 3 quarters.
  • Lake Hills Wealth Management's Altria Group position peaked at $553K in Q4 2021.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Lake Hills Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.