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Legacy Investment Solutions’s Altria Group MO Stock Holding History

Legacy Investment Solutions’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 		$31.1K Buy
+530
New +$31.1K 0.02% 198
2024
Q4 		$29.3K Sell
557
-52
-9% -$2.77K 0.02% 171
2024
Q3 		$33.6K Buy
+609
New +$30.8K 0.02% 149

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

Legacy Investment Solutions's MO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Altria Group (MO) in Q2 2025: 530 shares worth $31.1K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MO in Q3 2024 and has held it in 3 quarters since. The position peaked at $33.6K in Q3 2024. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Legacy Investment Solutions held 530 shares of Altria Group worth $31.1K as of Q2 2025.
  • Altria Group was a new Legacy Investment Solutions position in Q2 2025.
  • Altria Group made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #198 holding.
  • Legacy Investment Solutions first reported a position in Altria Group in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Altria Group position peaked at $33.6K in Q3 2024.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.