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Private Portfolio Partners’s Altria Group MO Stock Holding History

Private Portfolio Partners’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 		$1.14M Buy
21,717
+205
+1% +$10.9K 0.21% 89
2024
Q3 		$1.1M Sell
21,512
-4,195
-16% -$212K 0.21% 88
2024
Q2 		$1.17M Sell
25,707
-21
-0.1% -$932 0.95% 27
2024
Q1 		$1.12M Sell
25,728
-7,305
-22% -$303K 0.23% 79
2023
Q4 		$1.33M Sell
33,033
-475
-1% -$19.6K 0.31% 63
2023
Q3 		$1.41M Buy
33,508
+87
+0.3% +$3.84K 0.37% 56
2023
Q2 		$1.51M Buy
33,421
+305
+0.9% +$13.8K 0.39% 54
2023
Q1 		$1.48M Sell
33,116
-842
-2% -$38.7K 0.4% 54
2022
Q4 		$1.55M Buy
33,958
+3,975
+13% +$180K 0.41% 55
2022
Q3 		$1.21M Buy
29,983
+2,032
+7% +$88.6K 0.34% 65
2022
Q2 		$1.17M Sell
27,951
-421
-1% -$21.8K 0.33% 68
2022
Q1 		$1.48M Sell
28,372
-4,912
-15% -$250K 0.37% 62
2021
Q4 		$1.58M Buy
33,284
+2,862
+9% +$131K 0.4% 53
2021
Q3 		$1.38M Buy
30,422
+2,126
+8% +$103K 0.4% 57
2021
Q2 		$1.35M Buy
28,296
+5,869
+26% +$288K 0.39% 59
2021
Q1 		$1.15M Buy
22,427
+441
+2% +$19.8K 0.37% 61
2020
Q4 		$901K Buy
21,986
+883
+4% +$35.5K 0.32% 71
2020
Q3 		$815K Buy
21,103
+3,122
+17% +$130K 0.33% 72
2020
Q2 		$706K Sell
17,981
-622
-3% -$24.3K 0.33% 75
2020
Q1 		$719K Sell
18,603
-10
-0.1% -$444 0.38% 69
2019
Q4 		$929K Sell
18,613
-1,328
-7% -$62.6K 0.4% 63
2019
Q3 		$816K Sell
19,941
-936
-4% -$43.1K 0.38% 70
2019
Q2 		$988K Buy
20,877
+6,434
+45% +$337K 0.42% 67
2019
Q1 		$830K Buy
14,443
+1,509
+12% +$77.1K 0.44% 61
2018
Q4 		$639K Buy
+12,934
New +$749K 0.39% 70

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

Private Portfolio Partners's MO Position: Q4 2024 in Review

Private Portfolio Partners increased its Altria Group (MO) stake by 0.95% in Q4 2024, buying an estimated $10.9K and bringing the position to 21,717 shares worth $1.14M. The position accounts for 0.21% of the portfolio, ranked #89.

Private Portfolio Partners first reported a position in MO in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.58M in Q4 2021. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Private Portfolio Partners held 21,717 shares of Altria Group worth $1.14M as of Q4 2024.
  • Private Portfolio Partners bought 205 Altria Group shares in Q4 2024, an estimated $10.9K.
  • Altria Group made up 0.21% of Private Portfolio Partners's portfolio in Q4 2024, its #89 holding.
  • Private Portfolio Partners first reported a position in Altria Group in Q4 2018 and has held it in 25 quarters since.
  • Private Portfolio Partners's Altria Group position peaked at $1.58M in Q4 2021.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.