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Smith Anglin Financial’s Altria Group MO Stock Holding History

Smith Anglin Financial’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
Q2 		$533K Sell
9,097
-1,907
-17% -$112K 0.05% 121
2025
Q1 		$660K Buy
11,004
+609
+6% +$33.3K 0.07% 101
2024
Q4 		$544K Buy
10,395
+2,752
+36% +$147K 0.05% 114
2024
Q3 		$390K Buy
7,643
+363
+5% +$18.3K 0.04% 131
2024
Q2 		$332K Sell
7,280
-215
-3% -$9.54K 0.03% 137
2024
Q1 		$327K Buy
7,495
+120
+2% +$4.98K 0.03% 134
2023
Q4 		$298K Buy
7,375
+832
+13% +$34.4K 0.03% 136
2023
Q3 		$275K Buy
6,543
+85
+1% +$3.75K 0.03% 140
2023
Q2 		$293K Buy
6,458
+871
+16% +$39.4K 0.04% 134
2023
Q1 		$249K Buy
5,587
+81
+1% +$3.72K 0.04% 137
2022
Q4 		$252K Sell
5,506
-390
-7% -$17.7K 0.05% 119
2022
Q3 		$238K Sell
5,896
-166
-3% -$7.24K 0.05% 115
2022
Q2 		$253K Sell
6,062
-485
-7% -$25.1K 0.07% 100
2022
Q1 		$342K Sell
6,547
-726
-10% -$37K 0.08% 91
2021
Q4 		$345K Buy
7,273
+436
+6% +$20K 0.06% 112
2021
Q3 		$311K Buy
6,837
+1,635
+31% +$79K 0.06% 108
2021
Q2 		$248K Buy
5,202
+74
+1% +$3.64K 0.05% 123
2021
Q1 		$262K Buy
5,128
+203
+4% +$9.1K 0.06% 116
2020
Q4 		$202K Buy
+4,925
New +$198K 0.04% 131

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return