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Schechter Investment Advisors’s Altria Group MO Stock Holding History

Schechter Investment 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
2025
Q1 		$359K Buy
5,985
+557
+10% +$30.4K 0.03% 438
2024
Q4 		$284K Buy
5,428
+533
+11% +$28.4K 0.02% 505
2024
Q3 		$250K Sell
4,895
-600
-11% -$30.3K 0.02% 536
2024
Q2 		$250K Buy
5,495
+121
+2% +$5.37K 0.02% 511
2024
Q1 		$234K Sell
5,374
-68
-1% -$2.82K 0.02% 545
2023
Q4 		$220K Sell
5,442
-2,745
-34% -$114K 0.02% 542
2023
Q3 		$344K Sell
8,187
-467
-5% -$20.6K 0.03% 418
2023
Q2 		$392K Sell
8,654
-885
-9% -$40.1K 0.04% 433
2023
Q1 		$426K Sell
9,539
-39
-0.4% -$1.79K 0.04% 448
2022
Q4 		$438K Buy
9,578
+1,901
+25% +$86.1K 0.04% 533
2022
Q3 		$310K Buy
7,677
+2,093
+37% +$91.3K 0.03% 690
2022
Q2 		$234K Sell
5,584
-1,451
-21% -$75.1K 0.02% 798
2022
Q1 		$367K Buy
7,035
+1,737
+33% +$88.5K 0.03% 630
2021
Q4 		$252K Buy
+5,298
New +$243K 0.02% 736

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schechter Investment Advisors's MO Position: Q1 2025 in Review

Schechter Investment Advisors increased its Altria Group (MO) stake by 10% in Q1 2025, buying an estimated $30.4K and bringing the position to 5,985 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #438.

Schechter Investment Advisors first reported a position in MO in Q4 2021 and has held it in 14 quarters since. The position peaked at $438K in Q4 2022. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • Schechter Investment Advisors held 5,985 shares of Altria Group worth $359K as of Q1 2025.
  • Schechter Investment Advisors bought 557 Altria Group shares in Q1 2025, an estimated $30.4K.
  • Altria Group made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #438 holding.
  • Schechter Investment Advisors first reported a position in Altria Group in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Altria Group position peaked at $438K in Q4 2022.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.