Virtus Investment Advisers’s Altria Group MO Stock Holding History

Virtus Investment Advisers’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	–	Sell	-10,760	Closed	-$563K	–	604
2024 Q4	$563K	Buy	10,760 +5,310	+97%	+$283K	0.44%	64
2024 Q3	$278K	Hold	5,450	–	–	0.22%	153
2024 Q2	$248K	Buy	+5,450	New	+$242K	0.21%	152
2024 Q1	–	Sell	-5,260	Closed	-$212K	–	371
2023 Q4	$212K	Buy	+5,260	New	+$218K	0.16%	179
2018 Q1	–	Sell	-73,961	Closed	-$5.28M	–	290
2017 Q4	$5.28M	Buy	73,961 +2,249	+3%	+$151K	0.58%	47
2017 Q3	$4.55M	Buy	71,712 +6,811	+10%	+$454K	0.48%	59
2017 Q2	$4.83M	Sell	64,901 -10,105	-13%	-$739K	0.47%	64
2017 Q1	$5.36M	Sell	75,006 -6,562	-8%	-$475K	0.47%	64
2016 Q4	$5.52M	Sell	81,568 -83,699	-51%	-$5.39M	0.43%	74
2016 Q3	$10.4M	Buy	+165,267	New	+$11M	0.67%	32

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Virtus Investment Advisers's MO Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Altria Group (MO) in Q1 2025, closing a stake of 10,760 shares — an estimated $563K sold.

Virtus Investment Advisers first reported a position in MO in Q3 2016 and held it in 10 quarters. The position peaked at $10.4M in Q3 2016. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

Virtus Investment Advisers reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
Virtus Investment Advisers sold 10,760 Altria Group shares in Q1 2025, an estimated $563K.
Virtus Investment Advisers first reported a position in Altria Group in Q3 2016 and held it in 10 quarters.
Virtus Investment Advisers's Altria Group position peaked at $10.4M in Q3 2016.
2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.