Clearstead 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 |
215,438
-13,217
| -6% | -$923K | 0.15% | 124 |
|
|
2026
Q1 | $15.1M | Buy |
228,655
+21,356
| +10% | +$1.37M | 0.14% | 128 |
|
|
2025
Q4 | $12M | Sell |
207,299
-6,291
| -3% | -$380K | 0.15% | 119 |
|
|
2025
Q3 | $14.1M | Buy |
213,590
+1,238
| +0.6% | +$78.4K | 0.19% | 110 |
|
|
2025
Q2 | $12.5M | Buy |
212,352
+153,583
| +261% | +$9.02M | 0.17% | 112 |
|
|
2025
Q1 | $3.53M | Buy |
58,769
+2,665
| +5% | +$146K | 0.05% | 223 |
|
|
2024
Q4 | $2.94M | Sell |
56,104
-2,397
| -4% | -$128K | 0.04% | 241 |
|
|
2024
Q3 | $2.99M | Sell |
58,501
-17,705
| -23% | -$895K | 0.05% | 242 |
|
|
2024
Q2 | $3.47M | Buy |
76,206
+24,571
| +48% | +$1.09M | 0.06% | 208 |
|
|
2024
Q1 | $2.33M | Sell |
51,635
-1,681
| -3% | -$69.7K | 0.12% | 142 |
|
|
2023
Q4 | $2.15M | Sell |
53,316
-163
| -0.3% | -$6.74K | 0.11% | 143 |
|
|
2023
Q3 | $2.25M | Buy |
53,479
+331
| +0.6% | +$14.6K | 0.14% | 125 |
|
|
2023
Q2 | $2.41M | Buy |
53,148
+1,311
| +3% | +$59.4K | 0.15% | 120 |
|
|
2023
Q1 | $2.31M | Buy |
51,837
+118
| +0.2% | +$5.42K | 0.17% | 107 |
|
|
2022
Q4 | $2.36M | Sell |
51,719
-310
| -0.6% | -$14K | 0.19% | 101 |
|
|
2022
Q3 | $2.1M | Buy |
52,029
+122
| +0.2% | +$5.32K | 0.19% | 102 |
|
|
2022
Q2 | $2.17M | Sell |
51,907
-447
| -0.9% | -$23.1K | 0.17% | 111 |
|
|
2022
Q1 | $2.73M | Buy |
52,354
+1,190
| +2% | +$60.6K | 0.19% | 101 |
|
|
2021
Q4 | $2.42M | Sell |
51,164
-1,882
| -4% | -$86.2K | 0.16% | 108 |
|
|
2021
Q3 | $2.42M | Buy |
53,046
+34,497
| +186% | +$1.67M | 0.18% | 104 |
|
|
2021
Q2 | $884K | Buy |
18,549
+1,053
| +6% | +$51.7K | 0.07% | 176 |
|
|
2021
Q1 | $895K | Buy |
17,496
+27
| +0.2% | +$1.21K | 0.07% | 167 |
|
|
2020
Q4 | $716K | Sell |
17,469
-1,048
| -6% | -$42.1K | 0.07% | 177 |
|
|
2020
Q3 | $715K | Buy |
18,517
+2,086
| +13% | +$86.8K | 0.08% | 159 |
|
|
2020
Q2 | $645K | Buy |
16,431
+10
| +0.1% | +$390 | 0.07% | 163 |
|
|
2020
Q1 | $635K | Sell |
16,421
-5,668
| -26% | -$252K | 0.09% | 142 |
|
|
2019
Q4 | $1.1M | Buy |
22,089
+215
| +1% | +$10.1K | 0.13% | 121 |
|
|
2019
Q3 | $895K | Buy |
21,874
+5,520
| +34% | +$254K | 0.12% | 125 |
|
|
2019
Q2 | $775K | Buy |
16,354
+3,645
| +29% | +$191K | 0.1% | 132 |
|
|
2019
Q1 | $730K | Sell |
12,709
-3,763
| -23% | -$192K | 0.1% | 132 |
|
|
2018
Q4 | $814K | Buy |
16,472
+1,513
| +10% | +$87.7K | 0.13% | 126 |
|
|
2018
Q3 | $902K | Buy |
14,959
+830
| +6% | +$49.3K | 0.12% | 116 |
|
|
2018
Q2 | $802K | Sell |
14,129
-154
| -1% | -$8.88K | 0.11% | 116 |
|
|
2018
Q1 | $890K | Buy |
14,283
+345
| +2% | +$22.8K | 0.13% | 113 |
|
|
2017
Q4 | $995K | Sell |
13,938
-11,050
| -44% | -$740K | 0.13% | 104 |
|
|
2017
Q3 | $1.58M | Buy |
24,988
+9,521
| +62% | +$635K | 0.21% | 87 |
|
|
2017
Q2 | $1.15M | Buy |
15,467
+2
| +0% | +$146 | 0.17% | 98 |
|
|
2017
Q1 | $1.1M | Sell |
15,465
-56
| -0.4% | -$4.05K | 0.16% | 94 |
|
|
2016
Q4 | $1.05M | Buy |
+15,521
| New | +$1,000K | 0.17% | 87 |
|
Other funds holding MO
Clearstead Advisors's MO Position: Q2 2026 in Review
Clearstead Advisors reduced its Altria Group (MO) stake by 5.8% in Q2 2026, selling an estimated $923K and leaving 215,438 shares worth $15.5M. The position accounts for 0.15% of the portfolio, ranked #124.
Clearstead Advisors first reported a position in MO in Q4 2016 and has held it in 39 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Clearstead Advisors held 215,438 shares of Altria Group worth $15.5M as of Q2 2026.
- Clearstead Advisors sold 13,217 Altria Group shares in Q2 2026, an estimated $923K.
- Altria Group made up 0.15% of Clearstead Advisors's portfolio in Q2 2026, its #124 holding.
- Clearstead Advisors first reported a position in Altria Group in Q4 2016 and has held it in 39 quarters since.
- 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.