MO ALTRIA GROUP INC

Ownership history in Lifeworks Advisors, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in ALTRIA GROUP INC (MO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.05% (2025 Q4)
Avg. % of fund
0.25%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 140,469 +23,959 +20.6% 1.05% $8.1M $57.66
2025 Q3 ADDED 116,510 +107,256 +1159.0% 1.02% $7.7M $64.87
2025 Q2 REDUCED 9,254 -224 -2.4% 0.08% $543K $56.66
2025 Q1 ADDED 9,478 +695 +7.9% 0.09% $569K $57.01
2024 Q4 ADDED 8,783 +1,281 +17.1% 0.08% $459K $48.79
2024 Q3 ADDED 7,502 +927 +14.1% 0.08% $383K $46.72
2024 Q2 ADDED 6,575 +349 +5.6% 0.08% $300K $40.89
2024 Q1 REDUCED 6,226 -358 -5.4% 0.08% $272K $38.32
2023 Q4 REDUCED 6,584 -3,346 -33.7% 0.09% $266K $34.66
2023 Q3 ADDED 9,930 +3,766 +61.1% 0.16% $418K $35.30
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MO price (monthly, adj. close)
← Back to Lifeworks Advisors, LLC Holdings