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Lake Street Private Wealth’s Altria Group MO Stock Holding History

Lake Street Private Wealth’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
2026
Q1 		$3.76M Buy
57,015
+5,633
+11% +$362K 0.48% 62
2025
Q4 		$2.96M Buy
51,382
+6,718
+15% +$406K 0.36% 65
2025
Q3 		$2.95M Sell
44,664
-83
-0.2% -$5.26K 0.38% 66
2025
Q2 		$2.62M Buy
+44,747
New +$2.63M 0.37% 65
2020
Q2 		– Sell
-5,656
Closed -$219K – 153
2020
Q1 		$219K Sell
5,656
-34,112
-86% -$1.51M 0.1% 136
2019
Q4 		$1.99M Buy
39,768
+5,351
+16% +$252K 0.76% 49
2019
Q3 		$1.41M Sell
34,417
-389
-1% -$17.9K 0.64% 58
2019
Q2 		$1.65M Buy
34,806
+637
+2% +$33.4K 0.97% 37
2019
Q1 		$1.96M Buy
+34,169
New +$1.75M 1.35% 24

Other funds holding MO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return