Claro 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 | $442K | Buy |
6,138
+290
| +5% | +$20.2K | 0.05% | 300 |
|
|
2026
Q1 | $386K | Buy |
+5,848
| New | +$376K | 0.05% | 304 |
|
|
2025
Q4 | – | Sell |
-3,406
| Closed | -$225K | – | 438 |
|
|
2025
Q3 | $225K | Buy |
+3,406
| New | +$216K | 0.03% | 361 |
|
|
2025
Q2 | – | Sell |
-8,836
| Closed | -$530K | – | 461 |
|
|
2025
Q1 | $530K | Buy |
8,836
+374
| +4% | +$20.4K | 0.07% | 248 |
|
|
2024
Q4 | $442K | Sell |
8,462
-593
| -7% | -$31.6K | 0.06% | 269 |
|
|
2024
Q3 | $462K | Buy |
9,055
+1,979
| +28% | +$100K | 0.06% | 277 |
|
|
2024
Q2 | $322K | Buy |
7,076
+898
| +15% | +$39.8K | 0.05% | 305 |
|
|
2024
Q1 | $270K | Buy |
6,178
+442
| +8% | +$18.3K | 0.05% | 343 |
|
|
2023
Q4 | $231K | Sell |
5,736
-4,208
| -42% | -$174K | 0.05% | 347 |
|
|
2023
Q3 | $418K | Buy |
9,944
+585
| +6% | +$25.8K | 0.1% | 223 |
|
|
2023
Q2 | $424K | Buy |
9,359
+939
| +11% | +$42.5K | 0.11% | 216 |
|
|
2023
Q1 | $376K | Buy |
8,420
+677
| +9% | +$31.1K | 0.11% | 218 |
|
|
2022
Q4 | $354K | Buy |
7,743
+1,069
| +16% | +$48.4K | 0.12% | 210 |
|
|
2022
Q3 | $279K | Hold |
6,674
| – | – | 0.11% | 202 |
|
|
2022
Q2 | $279K | Buy |
6,674
+474
| +8% | +$24.5K | 0.11% | 202 |
|
|
2022
Q1 | $294K | Hold |
6,200
| – | – | 0.11% | 194 |
|
|
2021
Q4 | $294K | Buy |
6,200
+46
| +0.7% | +$2.11K | 0.11% | 194 |
|
|
2021
Q3 | $280K | Buy |
6,154
+256
| +4% | +$12.4K | 0.12% | 185 |
|
|
2021
Q2 | $281K | Sell |
5,898
-6
| -0.1% | -$295 | 0.13% | 173 |
|
|
2021
Q1 | $302K | Buy |
5,904
+178
| +3% | +$7.98K | 0.15% | 156 |
|
|
2020
Q4 | $235K | Sell |
5,726
-1,298
| -18% | -$52.1K | 0.12% | 183 |
|
|
2020
Q3 | $271K | Sell |
7,024
-926
| -12% | -$38.5K | 0.17% | 150 |
|
|
2020
Q2 | $312K | Sell |
7,950
-660
| -8% | -$25.7K | 0.21% | 133 |
|
|
2020
Q1 | $333K | Buy |
8,610
+390
| +5% | +$17.3K | 0.31% | 98 |
|
|
2019
Q4 | $410K | Buy |
8,220
+767
| +10% | +$36.2K | 0.32% | 89 |
|
|
2019
Q3 | $305K | Sell |
7,453
-208
| -3% | -$9.57K | 0.27% | 117 |
|
|
2019
Q2 | $363K | Sell |
7,661
-152
| -2% | -$7.96K | 0.34% | 96 |
|
|
2019
Q1 | $449K | Buy |
7,813
+2,867
| +58% | +$147K | 0.44% | 68 |
|
|
2018
Q4 | $298K | Buy |
+4,946
| New | +$287K | 0.24% | 96 |
|
Other funds holding MO
Claro Advisors's MO Position: Q2 2026 in Review
Claro Advisors increased its Altria Group (MO) stake by 5% in Q2 2026, buying an estimated $20.2K and bringing the position to 6,138 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #300.
Claro Advisors first reported a position in MO in Q4 2018 and has held it in 29 quarters since. The position peaked at $530K in Q1 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Claro Advisors held 6,138 shares of Altria Group worth $442K as of Q2 2026.
- Claro Advisors bought 290 Altria Group shares in Q2 2026, an estimated $20.2K.
- Altria Group made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #300 holding.
- Claro Advisors first reported a position in Altria Group in Q4 2018 and has held it in 29 quarters since.
- Claro Advisors's Altria Group position peaked at $530K in Q1 2025.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.