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Lake Street Advisors Group’s Altria Group MO Stock Holding History

Lake Street Advisors Group’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
Q4 		$595K Buy
11,167
+292
+3% +$15.6K 0.03% 304
2024
Q3 		$566K Buy
10,875
+311
+3% +$15.7K 0.03% 304
2024
Q2 		$492K Buy
10,564
+864
+9% +$38.3K 0.02% 322
2024
Q1 		$433K Buy
9,700
+572
+6% +$23.7K 0.02% 367
2023
Q4 		$378K Sell
9,128
-2,062
-18% -$85.3K 0.02% 381
2023
Q3 		$471K Sell
11,190
-630
-5% -$27.8K 0.03% 213
2023
Q2 		$535K Buy
11,820
+210
+2% +$9.51K 0.03% 204
2023
Q1 		$518K Buy
11,610
+711
+7% +$32.7K 0.03% 195
2022
Q4 		$498K Buy
10,899
+544
+5% +$24.6K 0.03% 189
2022
Q3 		$418K Buy
+10,355
New +$452K 0.03% 197
2021
Q3 		– Sell
-8,531
Closed -$411K – 355
2021
Q2 		$411K Buy
8,531
+260
+3% +$12.8K 0.03% 192
2021
Q1 		$423K Buy
8,271
+375
+5% +$16.8K 0.03% 177
2020
Q4 		$324K Buy
7,896
+98
+1% +$3.94K 0.03% 211
2020
Q3 		$301K Sell
7,798
-285
-4% -$11.9K 0.03% 210
2020
Q2 		$317K Buy
8,083
+1,470
+22% +$57.4K 0.03% 190
2020
Q1 		$256K Sell
6,613
-1,244
-16% -$55.2K 0.03% 196
2019
Q4 		$392K Buy
7,857
+2,290
+41% +$108K 0.04% 144
2019
Q3 		$228K Sell
5,567
-861
-13% -$39.6K 0.02% 195
2019
Q2 		$304K Buy
6,428
+462
+8% +$24.2K 0.03% 153
2019
Q1 		$343K Buy
5,966
+1,270
+27% +$64.9K 0.04% 134
2018
Q4 		$232K Sell
4,696
-1,499
-24% -$86.9K 0.03% 166
2018
Q3 		$374K Sell
6,195
-1,565
-20% -$92.9K 0.04% 121
2018
Q2 		$441K Sell
7,760
-1,196
-13% -$69K 0.04% 169
2018
Q1 		$558K Sell
8,956
-1,542
-15% -$102K 0.06% 122
2017
Q4 		$750K Buy
+10,498
New +$703K 0.08% 98

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's MO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Altria Group (MO) stake by 2.7% in Q4 2024, buying an estimated $15.6K and bringing the position to 11,167 shares worth $595K. The position accounts for 0.03% of the portfolio, ranked #304.

Lake Street Advisors Group first reported a position in MO in Q4 2017 and has held it in 25 quarters since. The position peaked at $750K in Q4 2017. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Lake Street Advisors Group held 11,167 shares of Altria Group worth $595K as of Q4 2024.
  • Lake Street Advisors Group bought 292 Altria Group shares in Q4 2024, an estimated $15.6K.
  • Altria Group made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #304 holding.
  • Lake Street Advisors Group first reported a position in Altria Group in Q4 2017 and has held it in 25 quarters since.
  • Lake Street Advisors Group's Altria Group position peaked at $750K in Q4 2017.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.