LWM
MO icon

Lyons Wealth Management’s Altria Group MO Stock Holding History

Lyons Wealth Management’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
2017
Q4 		– Sell
-1,700
Closed -$11K – 57
2017
Q3 		$11K Buy
+1,700
New +$113K 0.02% 50
2016
Q2 		– Sell
-2,400
Closed -$1K – 66
2016
Q1 		$1K Buy
+2,400
New +$145K ﹤0.01% 60

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lyons Wealth Management's MO Position: Q3 2018 in Review

Lyons Wealth Management sold out of Altria Group (MO) in Q3 2018, closing a stake of 4,858 shares — an estimated $277K sold.

Lyons Wealth Management first reported a position in MO in Q2 2013 and held it in 20 quarters. The position peaked at $1.09M in Q1 2016. 1,664 funds tracked by Wall St. Rank hold MO as of Q3 2018.

  • Lyons Wealth Management reported no remaining Altria Group position as of Q3 2018 after selling out during the quarter.
  • Lyons Wealth Management sold 4,858 Altria Group shares in Q3 2018, an estimated $277K.
  • Lyons Wealth Management first reported a position in Altria Group in Q2 2013 and held it in 20 quarters.
  • Lyons Wealth Management's Altria Group position peaked at $1.09M in Q1 2016.
  • 1,664 funds tracked by Wall St. Rank held Altria Group as of Q3 2018.

Based on Lyons Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.