Avantax Planning Partners’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 | $7.51M | Sell |
104,327
-998
| -0.9% | -$69.7K | 0.19% | 79 |
|
|
2026
Q1 | $6.95M | Sell |
105,325
-11,697
| -10% | -$753K | 0.19% | 83 |
|
|
2025
Q4 | $6.75M | Buy |
117,022
+1,866
| +2% | +$113K | 0.19% | 81 |
|
|
2025
Q3 | $7.61M | Sell |
115,156
-2,601
| -2% | -$165K | 0.22% | 74 |
|
|
2025
Q2 | $6.9M | Buy |
117,757
+7,409
| +7% | +$435K | 0.22% | 75 |
|
|
2025
Q1 | $6.62M | Sell |
110,348
-4,560
| -4% | -$249K | 0.23% | 73 |
|
|
2024
Q4 | $6.01M | Buy |
114,908
+2,572
| +2% | +$137K | 0.22% | 74 |
|
|
2024
Q3 | $5.73M | Sell |
112,336
-29,239
| -21% | -$1.48M | 0.21% | 76 |
|
|
2024
Q2 | $6.45M | Buy |
141,575
+3,311
| +2% | +$147K | 0.21% | 78 |
|
|
2024
Q1 | $6.03M | Buy |
138,264
+69,537
| +101% | +$2.88M | 0.2% | 82 |
|
|
2023
Q4 | $2.77M | Sell |
68,727
-3,208
| -4% | -$133K | 0.11% | 95 |
|
|
2023
Q3 | $3.02M | Sell |
71,935
-699
| -1% | -$30.9K | 0.13% | 83 |
|
|
2023
Q2 | $3.29M | Buy |
72,634
+852
| +1% | +$38.6K | 0.13% | 80 |
|
|
2023
Q1 | $3.2M | Sell |
71,782
-458
| -0.6% | -$21.1K | 0.13% | 81 |
|
|
2022
Q4 | $3.3M | Sell |
72,240
-1,274
| -2% | -$57.7K | 0.13% | 79 |
|
|
2022
Q3 | $2.97M | Buy |
73,514
+4,873
| +7% | +$213K | 0.13% | 82 |
|
|
2022
Q2 | $2.87M | Buy |
68,641
+5,947
| +9% | +$308K | 0.12% | 83 |
|
|
2022
Q1 | $3.28M | Buy |
62,694
+11,169
| +22% | +$569K | 0.13% | 75 |
|
|
2021
Q4 | $2.44M | Sell |
51,525
-7,038
| -12% | -$323K | 0.1% | 87 |
|
|
2021
Q3 | $2.67M | Sell |
58,563
-193
| -0.3% | -$9.32K | 0.12% | 69 |
|
|
2021
Q2 | $2.8M | Buy |
58,756
+5,396
| +10% | +$265K | 0.13% | 67 |
|
|
2021
Q1 | $2.73M | Sell |
53,360
-12,626
| -19% | -$566K | 0.14% | 65 |
|
|
2020
Q4 | $2.71M | Sell |
65,986
-8,076
| -11% | -$324K | 0.14% | 60 |
|
|
2020
Q3 | $2.86M | Sell |
74,062
-2,335
| -3% | -$97.2K | 0.15% | 56 |
|
|
2020
Q2 | $3M | Buy |
76,397
+35,945
| +89% | +$1.4M | 0.17% | 53 |
|
|
2020
Q1 | $1.56M | Sell |
40,452
-7,452
| -16% | -$331K | 0.11% | 73 |
|
|
2019
Q4 | $2.39M | Sell |
47,904
-2,114
| -4% | -$99.7K | 0.14% | 60 |
|
|
2019
Q3 | $2.05M | Buy |
50,018
+3,188
| +7% | +$147K | 0.13% | 66 |
|
|
2019
Q2 | $2.3M | Buy |
46,830
+2,695
| +6% | +$141K | 0.15% | 58 |
|
|
2019
Q1 | $2.54M | Buy |
44,135
+8,382
| +23% | +$428K | 0.18% | 54 |
|
|
2018
Q4 | $1.77M | Sell |
35,753
-1,840
| -5% | -$107K | 0.13% | 65 |
|
|
2018
Q3 | $2.27M | Buy |
37,593
+822
| +2% | +$48.8K | 0.18% | 43 |
|
|
2018
Q2 | $2.09M | Sell |
36,771
-764
| -2% | -$44.1K | 0.19% | 44 |
|
|
2018
Q1 | $2.34M | Sell |
37,535
-1,139
| -3% | -$75.4K | 0.2% | 46 |
|
|
2017
Q4 | $2.76M | Sell |
38,674
-21,049
| -35% | -$1.41M | 0.25% | 35 |
|
|
2017
Q3 | $3.79M | Buy |
59,723
+1,067
| +2% | +$71.1K | 0.3% | 29 |
|
|
2017
Q2 | $4.37M | Buy |
58,656
+2,172
| +4% | +$159K | 0.37% | 24 |
|
|
2017
Q1 | $4.03M | Buy |
56,484
+240
| +0.4% | +$17.4K | 0.36% | 23 |
|
|
2016
Q4 | $3.8M | Buy |
+56,244
| New | +$3.62M | 0.41% | 21 |
|
Other funds holding MO
Avantax Planning Partners's MO Position: Q2 2026 in Review
Avantax Planning Partners reduced its Altria Group (MO) stake by 0.95% in Q2 2026, selling an estimated $69.7K and leaving 104,327 shares worth $7.51M. The position accounts for 0.19% of the portfolio, ranked #79.
Avantax Planning Partners first reported a position in MO in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.61M in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Avantax Planning Partners held 104,327 shares of Altria Group worth $7.51M as of Q2 2026.
- Avantax Planning Partners sold 998 Altria Group shares in Q2 2026, an estimated $69.7K.
- Altria Group made up 0.19% of Avantax Planning Partners's portfolio in Q2 2026, its #79 holding.
- Avantax Planning Partners first reported a position in Altria Group in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Altria Group position peaked at $7.61M in Q3 2025.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.