Benedict Financial 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 | $15.5M | Sell |
215,521
-2,046
| -0.9% | -$143K | 3.01% | 4 |
|
|
2026
Q1 | $14.4M | Sell |
217,567
-2,577
| -1% | -$166K | 2.99% | 3 |
|
|
2025
Q4 | $12.7M | Sell |
220,144
-55
| -0% | -$3.32K | 2.68% | 7 |
|
|
2025
Q3 | $14.5M | Sell |
220,199
-1,955
| -0.9% | -$124K | 3.15% | 3 |
|
|
2025
Q2 | $13M | Buy |
222,154
+892
| +0.4% | +$52.4K | 2.95% | 4 |
|
|
2025
Q1 | $13.3M | Sell |
221,262
-77
| -0% | -$4.2K | 3.08% | 3 |
|
|
2024
Q4 | $11.6M | Buy |
221,339
+699
| +0.3% | +$37.2K | 2.81% | 3 |
|
|
2024
Q3 | $11.3M | Sell |
220,640
-565
| -0.3% | -$28.6K | 2.66% | 3 |
|
|
2024
Q2 | $10.1M | Buy |
221,205
+330
| +0.1% | +$14.6K | 2.56% | 4 |
|
|
2024
Q1 | $9.63M | Buy |
220,875
+2,124
| +1% | +$88.1K | 2.44% | 4 |
|
|
2023
Q4 | $8.82M | Buy |
218,751
+2,248
| +1% | +$93K | 2.4% | 6 |
|
|
2023
Q3 | $9.1M | Buy |
216,503
+1,939
| +0.9% | +$85.7K | 2.63% | 5 |
|
|
2023
Q2 | $9.72M | Buy |
214,564
+2,638
| +1% | +$119K | 2.67% | 4 |
|
|
2023
Q1 | $9.46M | Buy |
211,926
+2,581
| +1% | +$119K | 2.66% | 5 |
|
|
2022
Q4 | $9.57M | Buy |
209,345
+4,142
| +2% | +$188K | 2.84% | 4 |
|
|
2022
Q3 | $8.29M | Buy |
205,203
+3,224
| +2% | +$141K | 2.65% | 4 |
|
|
2022
Q2 | $8.44M | Buy |
201,979
+4,450
| +2% | +$230K | 2.49% | 4 |
|
|
2022
Q1 | $10.3M | Buy |
197,529
+2,572
| +1% | +$131K | 2.76% | 4 |
|
|
2021
Q4 | $9.24M | Buy |
194,957
+5,843
| +3% | +$268K | 2.41% | 5 |
|
|
2021
Q3 | $8.61M | Buy |
189,114
+3,295
| +2% | +$159K | 2.4% | 5 |
|
|
2021
Q2 | $8.86M | Buy |
185,819
+5,175
| +3% | +$254K | 2.46% | 5 |
|
|
2021
Q1 | $9.24M | Buy |
180,644
+7,288
| +4% | +$327K | 2.67% | 4 |
|
|
2020
Q4 | $7.11M | Buy |
173,356
+10,643
| +7% | +$427K | 2.56% | 6 |
|
|
2020
Q3 | $6.29M | Buy |
162,713
+29,216
| +22% | +$1.22M | 2.42% | 6 |
|
|
2020
Q2 | $5.24M | Buy |
133,497
+8,827
| +7% | +$344K | 2.16% | 9 |
|
|
2020
Q1 | $4.82M | Buy |
124,670
+9,791
| +9% | +$434K | 2.27% | 10 |
|
|
2019
Q4 | $5.73M | Buy |
114,879
+7,008
| +6% | +$331K | 2.23% | 8 |
|
|
2019
Q3 | $4.41M | Buy |
107,871
+3,972
| +4% | +$183K | 1.81% | 16 |
|
|
2019
Q2 | $4.92M | Buy |
103,899
+6,126
| +6% | +$321K | 2.05% | 10 |
|
|
2019
Q1 | $5.62M | Buy |
97,773
+11,039
| +13% | +$564K | 2.43% | 6 |
|
|
2018
Q4 | $4.28M | Buy |
86,734
+2,453
| +3% | +$142K | 2.11% | 10 |
|
|
2018
Q3 | $5.08M | Buy |
84,281
+1,758
| +2% | +$104K | 2.28% | 8 |
|
|
2018
Q2 | $4.69M | Buy |
82,523
+3,824
| +5% | +$221K | 2.32% | 8 |
|
|
2018
Q1 | $4.91M | Buy |
78,699
+313
| +0.4% | +$20.7K | 2.47% | 7 |
|
|
2017
Q4 | $5.6M | Buy |
78,386
+31
| +0% | +$2.08K | 2.7% | 5 |
|
|
2017
Q3 | $4.97M | Sell |
78,355
-356
| -0.5% | -$23.7K | 2.55% | 7 |
|
|
2017
Q2 | $5.78M | Buy |
78,711
+892
| +1% | +$65.3K | 3.01% | 4 |
|
|
2017
Q1 | $5.56M | Sell |
77,819
-2,498
| -3% | -$181K | 3.02% | 4 |
|
|
2016
Q4 | $5.43M | Sell |
80,317
-1,849
| -2% | -$119K | 3.14% | 3 |
|
|
2016
Q3 | $5.16M | Sell |
82,166
-1,571
| -2% | -$104K | 3.01% | 4 |
|
|
2016
Q2 | $5.78M | Sell |
83,737
-2,384
| -3% | -$153K | 3.38% | 3 |
|
|
2016
Q1 | $5.4M | Sell |
86,121
-955
| -1% | -$57.7K | 3.28% | 3 |
|
|
2015
Q4 | $5.07M | Sell |
87,076
-302
| -0.3% | -$17.5K | 3.22% | 3 |
|
|
2015
Q3 | $4.75M | Sell |
87,378
-704
| -0.8% | -$37.8K | 3.3% | 3 |
|
|
2015
Q2 | $4.74M | Sell |
88,082
-1,103
| -1% | -$55.9K | 3.09% | 3 |
|
|
2015
Q1 | $4.62M | Buy |
89,185
+289
| +0.3% | +$15.3K | 2.97% | 5 |
|
|
2014
Q4 | $4.74M | Buy |
+88,896
| New | +$4.33M | 3.1% | 5 |
|
Other funds holding MO
SLAM
ETC
Benedict Financial Advisors's MO Position: Q2 2026 in Review
Benedict Financial Advisors reduced its Altria Group (MO) stake by 0.94% in Q2 2026, selling an estimated $143K and leaving 215,521 shares worth $15.5M. The position accounts for 3.01% of the portfolio, ranked #4.
Benedict Financial Advisors first reported a position in MO in Q4 2014 and has held it in 47 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Benedict Financial Advisors held 215,521 shares of Altria Group worth $15.5M as of Q2 2026.
- Benedict Financial Advisors sold 2,046 Altria Group shares in Q2 2026, an estimated $143K.
- Altria Group made up 3.01% of Benedict Financial Advisors's portfolio in Q2 2026, its #4 holding.
- Benedict Financial Advisors first reported a position in Altria Group in Q4 2014 and has held it in 47 quarters since.
- 1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.