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Lodestar Investment Counsel’s Altria Group MO Stock Holding History

Lodestar Investment Counsel’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
2019
Q2 		$481K Buy
10,152
+167
+2% +$8.75K 0.05% 131
2019
Q1 		$573K Sell
9,985
-850
-8% -$43.4K 0.06% 123
2018
Q4 		$535K Sell
10,835
-900
-8% -$52.1K 0.07% 122
2018
Q3 		$708K Sell
11,735
-785
-6% -$46.6K 0.08% 112
2018
Q2 		$711K Sell
12,520
-661
-5% -$38.1K 0.08% 112
2018
Q1 		$821K Hold
13,181
– – 0.1% 99
2017
Q4 		$941K Sell
13,181
-100
-0.8% -$6.7K 0.11% 91
2017
Q3 		$842K Buy
13,281
+234
+2% +$15.6K 0.1% 97
2017
Q2 		$972K Hold
13,047
– – 0.12% 82
2017
Q1 		$932K Sell
13,047
-15
-0.1% -$1.09K 0.12% 80
2016
Q4 		$883K Buy
13,062
+137
+1% +$8.82K 0.12% 85
2016
Q3 		$817K Sell
12,925
-608
-4% -$40.4K 0.11% 88
2016
Q2 		$933K Hold
13,533
– – 0.13% 78
2016
Q1 		$848K Buy
13,533
+750
+6% +$45.4K 0.12% 83
2015
Q4 		$744K Buy
12,783
+650
+5% +$37.7K 0.12% 86
2015
Q3 		$660K Hold
12,133
– – 0.11% 88
2015
Q2 		$593K Buy
12,133
+1,369
+13% +$69.4K 0.09% 94
2015
Q1 		$538K Buy
10,764
+208
+2% +$11K 0.08% 95
2014
Q4 		$520K Hold
10,556
– – 0.15% 72
2014
Q3 		$485K Hold
10,556
– – 0.15% 72
2014
Q2 		$443K Sell
10,556
-334
-3% -$13.4K 0.13% 80
2014
Q1 		$408K Buy
10,890
+150
+1% +$5.45K 0.13% 84
2013
Q4 		$412K Hold
10,740
– – 0.13% 73
2013
Q3 		$369K Hold
10,740
– – 0.13% 74
2013
Q2 		$376K Buy
+10,740
New +$386K 0.14% 69

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lodestar Investment Counsel's MO Position: Q2 2019 in Review

Lodestar Investment Counsel increased its Altria Group (MO) stake by 1.7% in Q2 2019, buying an estimated $8.75K and bringing the position to 10,152 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #131.

Lodestar Investment Counsel first reported a position in MO in Q2 2013 and has held it in 25 quarters since. The position peaked at $972K in Q2 2017. 1,674 funds tracked by Wall St. Rank hold MO as of Q2 2019.

  • Lodestar Investment Counsel held 10,152 shares of Altria Group worth $481K as of Q2 2019.
  • Lodestar Investment Counsel bought 167 Altria Group shares in Q2 2019, an estimated $8.75K.
  • Altria Group made up 0.05% of Lodestar Investment Counsel's portfolio in Q2 2019, its #131 holding.
  • Lodestar Investment Counsel first reported a position in Altria Group in Q2 2013 and has held it in 25 quarters since.
  • Lodestar Investment Counsel's Altria Group position peaked at $972K in Q2 2017.
  • 1,674 funds tracked by Wall St. Rank held Altria Group as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.