Stumpf Capital Management’s Altria Group MO Stock Holding History

Stumpf Capital Management’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
2020 Q3	$740K	Hold	19,160	–	–	1.38%	7
2020 Q2	$752K	Buy	19,160 +4,000	+26%	+$156K	1.34%	7
2020 Q1	$586K	Sell	15,160 -4,000	-21%	-$178K	1.01%	7
2019 Q4	$956K	Buy	19,160 +13,560	+242%	+$640K	0.73%	9
2019 Q3	$229K	Buy	+5,600	New	+$258K	0.2%	13
2019 Q2	–	Sell	-4,000	Closed	-$230K	–	15
2019 Q1	$230K	Hold	4,000	–	–	0.24%	12
2018 Q4	$198K	Hold	4,000	–	–	0.21%	11
2018 Q3	$241K	Hold	4,000	–	–	0.22%	11
2018 Q2	$227K	Hold	4,000	–	–	0.21%	11
2018 Q1	$249K	Hold	4,000	–	–	0.25%	12
2017 Q4	$286K	Buy	+4,000	New	+$268K	0.26%	8

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stumpf Capital Management's MO Position: Q3 2020 in Review

Stumpf Capital Management held its Altria Group (MO) position steady in Q3 2020 at 19,160 shares worth $740K. The position accounts for 1.38% of the portfolio, ranked #7.

Stumpf Capital Management first reported a position in MO in Q4 2017 and has held it in 11 quarters since. The position peaked at $956K in Q4 2019. 1,575 funds tracked by Wall St. Rank hold MO as of Q3 2020.

Stumpf Capital Management held 19,160 shares of Altria Group worth $740K as of Q3 2020.
Stumpf Capital Management left its Altria Group share count unchanged in Q3 2020.
Altria Group made up 1.38% of Stumpf Capital Management's portfolio in Q3 2020, its #7 holding.
Stumpf Capital Management first reported a position in Altria Group in Q4 2017 and has held it in 11 quarters since.
Stumpf Capital Management's Altria Group position peaked at $956K in Q4 2019.
1,575 funds tracked by Wall St. Rank held Altria Group as of Q3 2020.

Based on Stumpf Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.