LM Advisors’s Altria Group MO Stock Holding History

LM Advisors’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 Q1	–	Sell	-1,288	Closed	-$52K	–	531
2023 Q4	$52K	Buy	+1,288	New	+$53.3K	0.01%	331

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LM Advisors's MO Position: Q1 2024 in Review

LM Advisors sold out of Altria Group (MO) in Q1 2024, closing a stake of 1,288 shares — an estimated $52K sold.

LM Advisors first reported a position in MO in Q4 2023 and held it in 1 quarter. The position peaked at $52K in Q4 2023. 1,899 funds tracked by Wall St. Rank hold MO as of Q1 2024.

LM Advisors reported no remaining Altria Group position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 1,288 Altria Group shares in Q1 2024, an estimated $52K.
LM Advisors first reported a position in Altria Group in Q4 2023 and held it in 1 quarter.
LM Advisors's Altria Group position peaked at $52K in Q4 2023.
1,899 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.