Fernwood Investment Management, LLC / MO
Fernwood Investment Management, LLC’s Altria Group Inc Position
Does Fernwood Investment Management, LLC own Altria Group Inc (MO)? Yes — 69.4K shares worth $4M (+1.26% of its 13F portfolio) as of Q4 2024, down from 69.9K shares the prior filed quarter.
Position Value
$4M
Q4 2024
Shares
69.4K
% of Portfolio
+1.26%
Quarters Held
25
currently held
Position History MO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 69.4K | $4M | +1.26% |
| Q3 2024 | 69.9K | $4M | +1.16% |
| Q2 2024 | 71.2K | $3M | +1.01% |
| Q1 2024 | 71.0K | $3M | +0.90% |
| Q4 2023 | 68.7K | $3M | +0.91% |
| Q3 2023 | 65.6K | $3M | +0.99% |
| Q2 2023 | 65.6K | $3M | +1.05% |
| Q1 2023 | 67.1K | $3M | +1.15% |
| Q4 2022 | 67.2K | $3M | +1.27% |
| Q3 2022 | 66.6K | $3M | +1.13% |
| Q2 2022 | 68.1K | $3M | +1.23% |
| Q1 2022 | 71.9K | $4M | +1.32% |
| Q4 2021 | 72.7K | $3M | +1.13% |
| Q3 2021 | 73.2K | $3M | +1.14% |
| Q2 2021 | 73.1K | $3M | +1.15% |
| Q1 2021 | 73.5K | $4M | +1.38% |
| Q4 2020 | 72.2K | $3M | +1.17% |
| Q3 2020 | 68.3K | $3M | +1.25% |
| Q2 2020 | 75.5K | $3M | +1.46% |
| Q1 2020 | 73.7K | $3M | +1.82% |
| Q4 2019 | 74.2K | $4M | +1.77% |
| Q3 2019 | 74.5K | $3M | +1.51% |
| Q2 2019 | 72.2K | $3M | +1.87% |
| Q1 2019 | 72.9K | $4M | +2.23% |
| Q4 2018 | 71.4K | $4M | +2.27% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fernwood Investment Management, LLC’s full portfolio or all institutional holders of MO.