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Lane & Associates’s Altria Group MO Stock Holding History

Lane & Associates’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
Q1 		$358K Hold
5,963
– – 0.19% 83
2024
Q4 		$311K Buy
5,963
+236
+4% +$12.6K 0.16% 102
2024
Q3 		$292K Sell
5,727
-487
-8% -$24.6K 0.16% 96
2024
Q2 		$283K Sell
6,214
-340
-5% -$15.1K 0.17% 89
2024
Q1 		$286K Sell
6,554
-868
-12% -$36K 0.18% 91
2023
Q4 		$299K Sell
7,422
-611
-8% -$25.3K 0.22% 81
2023
Q3 		$338K Buy
8,033
+108
+1% +$4.77K 0.27% 70
2023
Q2 		$359K Buy
7,925
+285
+4% +$12.9K 0.29% 65
2023
Q1 		$341K Sell
7,640
-637
-8% -$29.3K 0.3% 62
2022
Q4 		$378K Buy
+8,277
New +$375K 0.36% 62

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lane & Associates's MO Position: Q1 2025 in Review

Lane & Associates held its Altria Group (MO) position steady in Q1 2025 at 5,963 shares worth $358K. The position accounts for 0.19% of the portfolio, ranked #83.

Lane & Associates first reported a position in MO in Q4 2022 and has held it in 10 quarters since. The position peaked at $378K in Q4 2022. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • Lane & Associates held 5,963 shares of Altria Group worth $358K as of Q1 2025.
  • Lane & Associates left its Altria Group share count unchanged in Q1 2025.
  • Altria Group made up 0.19% of Lane & Associates's portfolio in Q1 2025, its #83 holding.
  • Lane & Associates first reported a position in Altria Group in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's Altria Group position peaked at $378K in Q4 2022.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.