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Lindbrook Capital’s Altria Group MO Stock Holding History

Lindbrook Capital’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 		$542K Sell
9,024
-209
-2% -$11.4K 0.05% 213
2024
Q4 		$483K Buy
9,233
+139
+2% +$7.41K 0.04% 221
2024
Q3 		$464K Sell
9,094
-2,006
-18% -$101K 0.04% 227
2024
Q2 		$506K Sell
11,100
-1,960
-15% -$87K 0.05% 205
2024
Q1 		$570K Sell
13,060
-1,030
-7% -$42.7K 0.05% 197
2023
Q4 		$568K Sell
14,090
-1,846
-12% -$76.3K 0.06% 178
2023
Q3 		$670K Sell
15,936
-1,954
-11% -$86.3K 0.08% 146
2023
Q2 		$810K Sell
17,890
-5
-0% -$226 0.09% 133
2023
Q1 		$798K Sell
17,895
-51
-0.3% -$2.35K 0.09% 128
2022
Q4 		$820K Sell
17,946
-3,523
-16% -$160K 0.1% 129
2022
Q3 		$867K Buy
21,469
+1,178
+6% +$51.4K 0.15% 87
2022
Q2 		$848K Buy
20,291
+1,719
+9% +$89K 0.14% 101
2022
Q1 		$970K Buy
18,572
+2,529
+16% +$129K 0.15% 95
2021
Q4 		$760K Buy
16,043
+12,216
+319% +$560K 0.12% 112
2021
Q3 		$174K Sell
3,827
-971
-20% -$46.9K 0.05% 176
2021
Q2 		$229K Buy
4,798
+5
+0.1% +$246 0.05% 146
2021
Q1 		$245K Buy
4,793
+2,960
+161% +$133K 0.06% 135
2020
Q4 		$75K Buy
1,833
+26
+1% +$1.04K 0.02% 299
2020
Q3 		$70K Buy
1,807
+66
+4% +$2.75K 0.02% 276
2020
Q2 		$68K Buy
1,741
+107
+7% +$4.17K 0.02% 289
2020
Q1 		$62K Sell
1,634
-294
-15% -$13K 0.02% 274
2019
Q4 		$96K Buy
1,928
+473
+33% +$22.3K 0.03% 251
2019
Q3 		$60K Sell
1,455
-412
-22% -$19K 0.02% 359
2019
Q2 		$88K Sell
1,867
-356
-16% -$18.6K 0.03% 257
2019
Q1 		$127K Sell
2,223
-655
-23% -$33.5K 0.05% 190
2018
Q4 		$142K Buy
+2,878
New +$167K 0.07% 148

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

Lindbrook Capital's MO Position: Q1 2025 in Review

Lindbrook Capital reduced its Altria Group (MO) stake by 2.3% in Q1 2025, selling an estimated $11.4K and leaving 9,024 shares worth $542K. The position accounts for 0.05% of the portfolio, ranked #213.

Lindbrook Capital first reported a position in MO in Q4 2018 and has held it in 26 quarters since. The position peaked at $970K in Q1 2022. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • Lindbrook Capital held 9,024 shares of Altria Group worth $542K as of Q1 2025.
  • Lindbrook Capital sold 209 Altria Group shares in Q1 2025, an estimated $11.4K.
  • Altria Group made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #213 holding.
  • Lindbrook Capital first reported a position in Altria Group in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Altria Group position peaked at $970K in Q1 2022.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.