180 Wealth Advisors’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$758K Buy
10,539
+12
+0.1% +$838 0.08% 237
2026
Q1
$695K Buy
10,527
+128
+1% +$8.24K 0.08% 238
2025
Q4
$600K Sell
10,399
-135
-1% -$8.15K 0.07% 247
2025
Q3
$696K Sell
10,534
-1,319
-11% -$83.6K 0.08% 218
2025
Q2
$695K Sell
11,853
-221
-2% -$13K 0.1% 198
2025
Q1
$725K Sell
12,074
-21
-0.2% -$1.15K 0.12% 175
2024
Q4
$632K Sell
12,095
-51
-0.4% -$2.72K 0.1% 191
2024
Q3
$620K Sell
12,146
-180
-1% -$9.1K 0.1% 193
2024
Q2
$580K Sell
12,326
-545
-4% -$24.2K 0.09% 191
2024
Q1
$561K Sell
12,871
-136
-1% -$5.64K 0.1% 192
2023
Q4
$541K Sell
13,007
-130
-1% -$5.38K 0.11% 189
2023
Q3
$552K Buy
13,137
+310
+2% +$13.7K 0.12% 174
2023
Q2
$589K Sell
12,827
-11
-0.1% -$498 0.13% 168
2023
Q1
$573K Sell
12,838
-166
-1% -$7.63K 0.13% 162
2022
Q4
$576K Buy
13,004
+94
+0.7% +$4.26K 0.14% 168
2022
Q3
$521K Sell
12,910
-148
-1% -$6.46K 0.14% 140
2022
Q2
$552K Sell
13,058
-418
-3% -$21.6K 0.14% 142
2022
Q1
$744K Sell
13,476
-7,892
-37% -$402K 0.16% 130
2021
Q4
$1.07M Sell
21,368
-464
-2% -$21.3K 0.24% 105
2021
Q3
$1.06M Sell
21,832
-185
-0.8% -$8.94K 0.23% 107
2021
Q2
$1.06M Buy
22,017
+38
+0.2% +$1.87K 0.24% 107
2021
Q1
$1.1M Buy
21,979
+2,572
+13% +$115K 0.27% 100
2020
Q4
$800K Buy
19,407
+13,733
+242% +$551K 0.23% 109
2020
Q3
$220K Buy
5,674
+150
+3% +$6.24K 0.08% 238
2020
Q2
$229K Sell
5,524
-50
-0.9% -$1.95K 0.09% 216
2020
Q1
$202K Buy
5,574
+75
+1% +$3.33K 0.1% 201
2019
Q4
$282K Sell
5,499
-451
-8% -$21.3K 0.11% 210
2019
Q3
$253K Sell
5,950
-352
-6% -$16.2K 0.11% 210
2019
Q2
$302K Sell
6,302
-557
-8% -$29.2K 0.14% 182
2019
Q1
$363K Sell
6,859
-11,198
-62% -$572K 0.16% 155
2018
Q4
$1.09M Hold
18,057
0.51% 52
2018
Q3
$1.09M Sell
18,057
-5,248
-23% -$312K 0.5% 54
2018
Q2
$1.32M Buy
23,305
+878
+4% +$50.6K 0.66% 43
2018
Q1
$1.4M Buy
22,427
+479
+2% +$31.7K 0.72% 40
2017
Q4
$1.57M Buy
+21,948
New +$1.47M 0.8% 32

Other funds holding MO

180 Wealth Advisors's MO Position: Q2 2026 in Review

180 Wealth Advisors increased its Altria Group (MO) stake by 0.11% in Q2 2026, buying an estimated $838 and bringing the position to 10,539 shares worth $758K. The position accounts for 0.08% of the portfolio, ranked #237.

180 Wealth Advisors first reported a position in MO in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.57M in Q4 2017. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • 180 Wealth Advisors held 10,539 shares of Altria Group worth $758K as of Q2 2026.
  • 180 Wealth Advisors bought 12 Altria Group shares in Q2 2026, an estimated $838.
  • Altria Group made up 0.08% of 180 Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • 180 Wealth Advisors first reported a position in Altria Group in Q4 2017 and has held it in 35 quarters since.
  • 180 Wealth Advisors's Altria Group position peaked at $1.57M in Q4 2017.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.