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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Smith Anglin Financial's MO Position: Q2 2025 in Review

Smith Anglin Financial reduced its Altria Group (MO) stake by 17% in Q2 2025, selling an estimated $112K and leaving 9,097 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #121.

Smith Anglin Financial first reported a position in MO in Q4 2020 and has held it in 19 quarters since. The position peaked at $660K in Q1 2025. 2,265 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Smith Anglin Financial held 9,097 shares of Altria Group worth $533K as of Q2 2025.
  • Smith Anglin Financial sold 1,907 Altria Group shares in Q2 2025, an estimated $112K.
  • Altria Group made up 0.05% of Smith Anglin Financial's portfolio in Q2 2025, its #121 holding.
  • Smith Anglin Financial first reported a position in Altria Group in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's Altria Group position peaked at $660K in Q1 2025.
  • 2,265 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.