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Main Street Research’s Altria Group MO Stock Holding History

Main Street Research’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
Q4 		– Sell
-4,000
Closed -$208K – 113
2024
Q3 		$208K Buy
+4,000
New +$202K 0.01% 102
2020
Q3 		– Sell
-9,915
Closed -$389K – 113
2020
Q2 		$389K Buy
+9,915
New +$387K 0.06% 74
2018
Q4 		– Sell
-5,396
Closed -$325K – 97
2018
Q3 		$325K Buy
5,396
+101
+2% +$6K 0.05% 82
2018
Q2 		$301K Sell
5,295
-1,660
-24% -$95.7K 0.05% 87
2018
Q1 		$433K Sell
6,955
-333
-5% -$22.1K 0.07% 73
2017
Q4 		$520K Sell
7,288
-1,285
-15% -$86.1K 0.08% 70
2017
Q3 		$544K Sell
8,573
-1,457
-15% -$97.1K 0.09% 70
2017
Q2 		$747K Sell
10,030
-874
-8% -$63.9K 0.12% 71
2017
Q1 		$779K Sell
10,904
-264
-2% -$19.1K 0.14% 73
2016
Q4 		$755K Sell
11,168
-309
-3% -$19.9K 0.15% 71
2016
Q3 		$726K Sell
11,477
-417
-4% -$27.7K 0.14% 73
2016
Q2 		$820K Buy
11,894
+1,670
+16% +$107K 0.17% 68
2016
Q1 		$641K Sell
10,224
-800
-7% -$48.4K 0.17% 62
2015
Q4 		$642K Hold
11,024
– – 0.14% 77
2015
Q3 		$667K Sell
11,024
-60
-0.5% -$3.22K 0.16% 78
2015
Q2 		$542K Buy
11,084
+2,605
+31% +$132K 0.11% 94
2015
Q1 		$424K Sell
8,479
-1,815
-18% -$96.4K 0.09% 101
2014
Q4 		$507K Sell
10,294
-297
-3% -$14.5K 0.11% 96
2014
Q3 		$487K Sell
10,591
-299
-3% -$12.8K 0.11% 103
2014
Q2 		$457K Sell
10,890
-325
-3% -$13.1K 0.11% 99
2014
Q1 		$420K Buy
11,215
+554
+5% +$20.1K 0.1% 102
2013
Q4 		$409K Hold
10,661
– – 0.1% 109
2013
Q3 		$366K Sell
10,661
-585
-5% -$20.6K 0.1% 108
2013
Q2 		$393K Buy
+11,246
New +$404K 0.12% 104

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Main Street Research's MO Position: Q4 2024 in Review

Main Street Research sold out of Altria Group (MO) in Q4 2024, closing a stake of 4,000 shares — an estimated $208K sold.

Main Street Research first reported a position in MO in Q2 2013 and held it in 24 quarters. The position peaked at $820K in Q2 2016. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Main Street Research reported no remaining Altria Group position as of Q4 2024 after selling out during the quarter.
  • Main Street Research sold 4,000 Altria Group shares in Q4 2024, an estimated $208K.
  • Main Street Research first reported a position in Altria Group in Q2 2013 and held it in 24 quarters.
  • Main Street Research's Altria Group position peaked at $820K in Q2 2016.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Main Street Research's 13F filing for Q4 2024, filed 7 Feb 2025.