Jeff Auxier’s MO Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+147,799 shares
Current Position
149,499 shares
$9.88 M value

Jeff Auxier's MO Position Overview

Jeff Auxier (via Auxier Asset Management LLC) currently holds 149.5K shares of Altria Group, Inc. (MO) worth $9.88 M, representing 1.38% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Jeff Auxier has maintained a long-term strategic position in MO, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 5.5K shares. Largest reduction occurred in Q3 2023, reducing 2.5K shares.

Analysis based on 13F filings available since 2013 Q2

Jeff Auxier's Altria Group (MO) Holding Value Over Time

Track share changes against reported price movement

Quarterly Altria Group (MO) Trades by Jeff Auxier

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +147,799 Add 0.00% 147,798 $34.99
Q3 2013 +3,300 Add 2.23% 151,098 $34.35
Q4 2013 -100 Reduce 0.07% 150,998 $38.39
Q1 2014 -20 Reduce 0.01% 150,978 $37.43
Q2 2014 -1,441 Reduce 0.95% 149,537 $41.94
Q4 2014 -790 Reduce 0.53% 148,747 $49.27
Q1 2015 -1,947 Reduce 1.31% 146,800 $50.02
Q4 2015 -150 Reduce 0.10% 146,650 $58.21
Q1 2016 -600 Reduce 0.41% 146,050 $62.66
Q3 2016 -500 Reduce 0.34% 145,550 $63.23
Q4 2016 +954 Add 0.66% 146,504 $67.62
Q3 2017 +200 Add 0.14% 146,704 $63.42
Q4 2017 -50 Reduce 0.03% 146,654 $71.41
Q1 2018 +1,150 Add 0.78% 147,804 $62.32
Q2 2018 +2,250 Add 1.52% 150,054 $56.79
Q3 2018 -100 Reduce 0.07% 149,954 $60.31
Q4 2018 +1,600 Add 1.07% 151,554 $49.39
Q1 2019 +5,535 Add 3.65% 157,089 $57.43
Q2 2019 +375 Add 0.24% 157,464 $47.35
Q3 2019 -75 Reduce 0.05% 157,389 $40.90
Q4 2019 -660 Reduce 0.42% 156,729 $49.91
Q1 2020 -515 Reduce 0.33% 156,214 $38.67
Q2 2020 -1,215 Reduce 0.78% 154,999 $39.25
Q3 2020 -65 Reduce 0.04% 154,934 $38.64
Q4 2020 +4,600 Add 2.97% 159,534 $41.00
Q1 2021 -145 Reduce 0.09% 159,389 $51.16
Q2 2021 +1,380 Add 0.87% 160,769 $47.68
Q3 2021 -208 Reduce 0.13% 160,561 $45.52
Q4 2021 +96 Add 0.06% 160,657 $47.39
Q1 2022 -323 Reduce 0.20% 160,334 $52.25
Q2 2022 +50 Add 0.03% 160,384 $41.77
Q3 2022 -158 Reduce 0.10% 160,226 $40.38
Q4 2022 -105 Reduce 0.07% 160,121 $45.71
Q1 2023 -255 Reduce 0.16% 159,866 $44.62
Q2 2023 -35 Reduce 0.02% 159,831 $45.30
Q3 2023 -2,534 Reduce 1.59% 157,297 $42.05
Q4 2023 -2,030 Reduce 1.29% 155,267 $40.34
Q1 2024 -2,254 Reduce 1.45% 153,013 $43.62
Q2 2024 -532 Reduce 0.35% 152,481 $45.55
Q3 2024 +13 Add 0.01% 152,494 $51.04
Q4 2024 -1,508 Reduce 0.99% 150,986 $52.29
Q1 2025 -134 Reduce 0.09% 150,852 $60.02
Q2 2025 -763 Reduce 0.51% 150,089 $58.63
Q3 2025 -590 Reduce 0.39% 149,499 $66.06

Jeff Auxier's Altria Group Investment FAQs

Jeff Auxier first purchased Altria Group, Inc. (MO) in Q2 2013, acquiring 147,798 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier has held Altria Group, Inc. (MO) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier's largest addition to Altria Group, Inc. (MO) was in Q2 2013, adding 147,798 shares worth $5.17 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jeff Auxier's firm, Auxier Asset Management LLC, owns 149,499 shares of Altria Group, Inc. (MO), valued at approximately $9.88 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Altria Group, Inc. (MO) represents approximately 1.38% of Jeff Auxier's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier's peak holding in Altria Group, Inc. (MO) was 160,769 shares, as reported at the end of Q2 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.