Summer Road’s Altria Group MO Stock Holding History

Summer Road’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	–	Sell	-550	Closed	-$31.9K	–	27
2025 Q1	$31.9K	Hold	550	–	–	0.03%	17
2024 Q4	$28.8K	Hold	550	–	–	0.02%	17
2024 Q3	$27.7K	Hold	550	–	–	0.02%	18
2024 Q2	$25.1K	Buy	+550	New	+$24.4K	0.02%	17

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summer Road's MO Position: Q2 2025 in Review

Summer Road sold out of Altria Group (MO) in Q2 2025, closing a stake of 550 shares — an estimated $31.9K sold.

Summer Road first reported a position in MO in Q2 2024 and held it in 4 quarters. The position peaked at $31.9K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

Summer Road reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
Summer Road sold 550 Altria Group shares in Q2 2025, an estimated $31.9K.
Summer Road first reported a position in Altria Group in Q2 2024 and held it in 4 quarters.
Summer Road's Altria Group position peaked at $31.9K in Q1 2025.
2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Summer Road's 13F filing for Q2 2025, filed 14 Aug 2025.