Aptus Capital 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 | $21.9M | Buy |
304,322
+8,795
| +3% | +$614K | 0.15% | 119 |
|
|
2026
Q1 | $19.5M | Sell |
295,527
-3,572
| -1% | -$230K | 0.15% | 121 |
|
|
2025
Q4 | $17.2M | Buy |
299,099
+6,818
| +2% | +$412K | 0.12% | 142 |
|
|
2025
Q3 | $19.3M | Buy |
292,281
+14,659
| +5% | +$929K | 0.14% | 138 |
|
|
2025
Q2 | $16.3M | Buy |
277,622
+23,087
| +9% | +$1.36M | 0.13% | 137 |
|
|
2025
Q1 | $15.3M | Buy |
254,535
+20,479
| +9% | +$1.12M | 0.16% | 128 |
|
|
2024
Q4 | $12.3M | Buy |
234,056
+37,213
| +19% | +$1.98M | 0.13% | 142 |
|
|
2024
Q3 | $10M | Buy |
196,843
+32,005
| +19% | +$1.62M | 0.15% | 139 |
|
|
2024
Q2 | $7.51M | Buy |
164,838
+36,384
| +28% | +$1.61M | 0.13% | 144 |
|
|
2024
Q1 | $5.6M | Buy |
128,454
+13,349
| +12% | +$553K | 0.1% | 166 |
|
|
2023
Q4 | $4.64M | Sell |
115,105
-3,233
| -3% | -$134K | 0.13% | 144 |
|
|
2023
Q3 | $4.98M | Sell |
118,338
-5,527
| -4% | -$244K | 0.14% | 130 |
|
|
2023
Q2 | $5.61M | Sell |
123,865
-8,220
| -6% | -$372K | 0.13% | 130 |
|
|
2023
Q1 | $5.9M | Sell |
132,085
-9,213
| -7% | -$424K | 0.16% | 115 |
|
|
2022
Q4 | $6.46M | Buy |
141,298
+68,625
| +94% | +$3.11M | 0.2% | 91 |
|
|
2022
Q3 | $2.95M | Buy |
72,673
+18,891
| +35% | +$824K | 0.07% | 159 |
|
|
2022
Q2 | $2.26M | Buy |
53,782
+43,195
| +408% | +$2.24M | 0.06% | 177 |
|
|
2022
Q1 | $563K | Buy |
10,587
+2,781
| +36% | +$142K | 0.01% | 292 |
|
|
2021
Q4 | $377K | Sell |
7,806
-1,520
| -16% | -$69.7K | 0.01% | 300 |
|
|
2021
Q3 | $433K | Buy |
9,326
+311
| +3% | +$15K | 0.01% | 294 |
|
|
2021
Q2 | $437K | Buy |
9,015
+645
| +8% | +$31.7K | 0.01% | 291 |
|
|
2021
Q1 | $436K | Buy |
8,370
+103
| +1% | +$4.62K | 0.02% | 278 |
|
|
2020
Q4 | $344K | Sell |
8,267
-1,544
| -16% | -$62K | 0.02% | 257 |
|
|
2020
Q3 | $386K | Sell |
9,811
-1,766
| -15% | -$73.5K | 0.02% | 244 |
|
|
2020
Q2 | $454K | Sell |
11,577
-52,944
| -82% | -$2.07M | 0.03% | 208 |
|
|
2020
Q1 | $2.49M | Sell |
64,521
-34,256
| -35% | -$1.52M | 0.22% | 77 |
|
|
2019
Q4 | $4.93M | Buy |
98,777
+24,877
| +34% | +$1.17M | 0.35% | 51 |
|
|
2019
Q3 | $3.02M | Buy |
73,900
+36,351
| +97% | +$1.67M | 0.17% | 57 |
|
|
2019
Q2 | $1.78M | Sell |
37,549
-1,728
| -4% | -$90.5K | 0.25% | 64 |
|
|
2019
Q1 | $2.25M | Buy |
39,277
+11,732
| +43% | +$600K | 0.39% | 47 |
|
|
2018
Q4 | $1.36M | Buy |
+27,545
| New | +$1.6M | 0.36% | 51 |
|
Other funds holding MO
Aptus Capital Advisors's MO Position: Q2 2026 in Review
Aptus Capital Advisors increased its Altria Group (MO) stake by 3% in Q2 2026, buying an estimated $614K and bringing the position to 304,322 shares worth $21.9M. The position accounts for 0.15% of the portfolio, ranked #119.
Aptus Capital Advisors first reported a position in MO in Q4 2018 and has held it in 31 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Aptus Capital Advisors held 304,322 shares of Altria Group worth $21.9M as of Q2 2026.
- Aptus Capital Advisors bought 8,795 Altria Group shares in Q2 2026, an estimated $614K.
- Altria Group made up 0.15% of Aptus Capital Advisors's portfolio in Q2 2026, its #119 holding.
- Aptus Capital Advisors first reported a position in Altria Group in Q4 2018 and has held it in 31 quarters since.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.