Colonial Trust 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
Q1 | $58.5K | Sell |
886
-50
| -5% | -$3.22K | ﹤0.01% | 333 |
|
|
2025
Q4 | $54K | Hold |
936
| – | – | ﹤0.01% | 336 |
|
|
2025
Q3 | $61.8K | Sell |
936
-274
| -23% | -$17.4K | ﹤0.01% | 316 |
|
|
2025
Q2 | $70.9K | Hold |
1,210
| – | – | 0.01% | 294 |
|
|
2025
Q1 | $72.6K | Hold |
1,210
| – | – | 0.01% | 293 |
|
|
2024
Q4 | $63.3K | Buy |
1,210
+89
| +8% | +$4.74K | 0.01% | 286 |
|
|
2024
Q3 | $57.2K | Hold |
1,121
| – | – | ﹤0.01% | 320 |
|
|
2024
Q2 | $51.1K | Sell |
1,121
-17
| -1% | -$754 | ﹤0.01% | 321 |
|
|
2024
Q1 | $49.7K | Sell |
1,138
-425
| -27% | -$17.6K | ﹤0.01% | 324 |
|
|
2023
Q4 | $63.1K | Sell |
1,563
-2,493
| -61% | -$103K | 0.01% | 292 |
|
|
2023
Q3 | $171K | Sell |
4,056
-1,993
| -33% | -$88.1K | 0.02% | 196 |
|
|
2023
Q2 | $274K | Buy |
6,049
+56
| +0.9% | +$2.54K | 0.03% | 167 |
|
|
2023
Q1 | $267K | Sell |
5,993
-21
| -0.3% | -$965 | 0.03% | 173 |
|
|
2022
Q4 | $275K | Buy |
6,014
+192
| +3% | +$8.7K | 0.03% | 178 |
|
|
2022
Q3 | $235K | Buy |
5,822
+136
| +2% | +$5.93K | 0.03% | 178 |
|
|
2022
Q2 | $238K | Buy |
5,686
+300
| +6% | +$15.5K | 0.03% | 157 |
|
|
2022
Q1 | $281K | Sell |
5,386
-182
| -3% | -$9.27K | 0.03% | 157 |
|
|
2021
Q4 | $264K | Hold |
5,568
| – | – | 0.03% | 164 |
|
|
2021
Q3 | $253K | Hold |
5,568
| – | – | 0.03% | 170 |
|
|
2021
Q2 | $265K | Hold |
5,568
| – | – | 0.03% | 169 |
|
|
2021
Q1 | $285K | Sell |
5,568
-507
| -8% | -$22.7K | 0.04% | 161 |
|
|
2020
Q4 | $249K | Sell |
6,075
-125
| -2% | -$5.02K | 0.03% | 155 |
|
|
2020
Q3 | $240K | Sell |
6,200
-180
| -3% | -$7.49K | 0.04% | 146 |
|
|
2020
Q2 | $250K | Buy |
6,380
+80
| +1% | +$3.12K | 0.04% | 140 |
|
|
2020
Q1 | $244K | Sell |
6,300
-366
| -5% | -$16.2K | 0.05% | 131 |
|
|
2019
Q4 | $333K | Hold |
6,666
| – | – | 0.06% | 131 |
|
|
2019
Q3 | $273K | Sell |
6,666
-1,350
| -17% | -$62.1K | 0.05% | 136 |
|
|
2019
Q2 | $380K | Buy |
8,016
+366
| +5% | +$19.2K | 0.07% | 122 |
|
|
2019
Q1 | $439K | Sell |
7,650
-200
| -3% | -$10.2K | 0.08% | 115 |
|
|
2018
Q4 | $388K | Sell |
7,850
-100
| -1% | -$5.79K | 0.09% | 109 |
|
|
2018
Q3 | $479K | Sell |
7,950
-5,864
| -42% | -$348K | 0.09% | 115 |
|
|
2018
Q2 | $784K | Sell |
13,814
-1,015
| -7% | -$58.5K | 0.16% | 104 |
|
|
2018
Q1 | $924K | Sell |
14,829
-3,113
| -17% | -$206K | 0.19% | 101 |
|
|
2017
Q4 | $1.28M | Buy |
17,942
+2,313
| +15% | +$155K | 0.2% | 91 |
|
|
2017
Q3 | $991K | Hold |
15,629
| – | – | 0.22% | 94 |
|
|
2017
Q2 | $1.16M | Buy |
+15,629
| New | +$1.14M | 0.26% | 90 |
|
Other funds holding MO
VCM
VPM
Colonial Trust Advisors's MO Position: Q1 2026 in Review
Colonial Trust Advisors reduced its Altria Group (MO) stake by 5.3% in Q1 2026, selling an estimated $3.22K and leaving 886 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #333.
Colonial Trust Advisors first reported a position in MO in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.28M in Q4 2017. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Colonial Trust Advisors held 886 shares of Altria Group worth $58.5K as of Q1 2026.
- Colonial Trust Advisors sold 50 Altria Group shares in Q1 2026, an estimated $3.22K.
- Altria Group made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #333 holding.
- Colonial Trust Advisors first reported a position in Altria Group in Q2 2017 and has held it in 36 quarters since.
- Colonial Trust Advisors's Altria Group position peaked at $1.28M in Q4 2017.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.