CX Institutional’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 | $2.91M | Buy |
40,496
+1,133
| +3% | +$79.1K | 0.08% | 210 |
|
|
2026
Q1 | $2.6M | Sell |
39,363
-104,230
| -73% | -$6.71M | 0.08% | 222 |
|
|
2025
Q4 | $8.28M | Buy |
143,593
+14,700
| +11% | +$888K | 0.25% | 102 |
|
|
2025
Q3 | $8.52M | Buy |
128,893
+12,325
| +11% | +$781K | 0.26% | 90 |
|
|
2025
Q2 | $6.83M | Sell |
116,568
-5,360
| -4% | -$315K | 0.24% | 93 |
|
|
2025
Q1 | $7.32M | Sell |
121,928
-3,560
| -3% | -$194K | 0.28% | 84 |
|
|
2024
Q4 | $6.56M | Buy |
125,488
+22,506
| +22% | +$1.2M | 0.26% | 90 |
|
|
2024
Q3 | $5.26M | Buy |
102,982
+16,247
| +19% | +$821K | 0.23% | 115 |
|
|
2024
Q2 | $3.95M | Sell |
86,735
-4,443
| -5% | -$197K | 0.19% | 131 |
|
|
2024
Q1 | $3.98M | Buy |
91,178
+8,500
| +10% | +$352K | 0.19% | 131 |
|
|
2023
Q4 | $3.34M | Buy |
82,678
+15,451
| +23% | +$639K | 0.18% | 155 |
|
|
2023
Q3 | $2.83M | Buy |
67,227
+50,683
| +306% | +$2.24M | 0.16% | 173 |
|
|
2023
Q2 | $749K | Buy |
16,544
+4,467
| +37% | +$202K | 0.04% | 308 |
|
|
2023
Q1 | $543K | Sell |
12,077
-78,676
| -87% | -$3.62M | 0.03% | 343 |
|
|
2022
Q4 | $4.15M | Buy |
90,753
+14,244
| +19% | +$645K | 0.25% | 105 |
|
|
2022
Q3 | $3.09M | Buy |
76,509
+20,760
| +37% | +$906K | 0.21% | 117 |
|
|
2022
Q2 | $2.33M | Sell |
55,749
-4,804
| -8% | -$249K | 0.18% | 145 |
|
|
2022
Q1 | $3.16M | Sell |
60,553
-20,345
| -25% | -$1.04M | 0.25% | 111 |
|
|
2021
Q4 | $3.83M | Buy |
80,898
+39,371
| +95% | +$1.8M | 0.3% | 101 |
|
|
2021
Q3 | $1.89M | Buy |
41,527
+34,308
| +475% | +$1.66M | 0.15% | 153 |
|
|
2021
Q2 | $344K | Buy |
7,219
+4,058
| +128% | +$199K | 0.03% | 283 |
|
|
2021
Q1 | $162K | Buy |
3,161
+658
| +26% | +$29.5K | 0.01% | 329 |
|
|
2020
Q4 | $103K | Sell |
2,503
-499
| -17% | -$20K | 0.01% | 356 |
|
|
2020
Q3 | $116K | Sell |
3,002
-931
| -24% | -$38.7K | 0.01% | 298 |
|
|
2020
Q2 | $154K | Buy |
3,933
+164
| +4% | +$6.4K | 0.02% | 257 |
|
|
2020
Q1 | $146K | Sell |
3,769
-69,432
| -95% | -$3.08M | 0.02% | 244 |
|
|
2019
Q4 | $3.65M | Buy |
73,201
+40,865
| +126% | +$1.93M | 0.64% | 39 |
|
|
2019
Q3 | $1.32M | Sell |
32,336
-57,194
| -64% | -$2.63M | 0.21% | 104 |
|
|
2019
Q2 | $4.24M | Sell |
89,530
-36,687
| -29% | -$1.92M | 0.67% | 36 |
|
|
2019
Q1 | $7.25M | Buy |
126,217
+89,705
| +246% | +$4.58M | 1.28% | 20 |
|
|
2018
Q4 | $1.8M | Buy |
36,512
+11,479
| +46% | +$665K | 0.38% | 58 |
|
|
2018
Q3 | $1.51M | Buy |
25,033
+24,033
| +2,403% | +$1.43M | 0.5% | 60 |
|
|
2018
Q2 | $57K | Buy |
+1,000
| New | +$57.7K | 0.02% | 151 |
|
Other funds holding MO
CX Institutional's MO Position: Q2 2026 in Review
CX Institutional increased its Altria Group (MO) stake by 2.9% in Q2 2026, buying an estimated $79.1K and bringing the position to 40,496 shares worth $2.91M. The position accounts for 0.08% of the portfolio, ranked #210.
CX Institutional first reported a position in MO in Q2 2018 and has held it in 33 quarters since. The position peaked at $8.52M in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- CX Institutional held 40,496 shares of Altria Group worth $2.91M as of Q2 2026.
- CX Institutional bought 1,133 Altria Group shares in Q2 2026, an estimated $79.1K.
- Altria Group made up 0.08% of CX Institutional's portfolio in Q2 2026, its #210 holding.
- CX Institutional first reported a position in Altria Group in Q2 2018 and has held it in 33 quarters since.
- CX Institutional's Altria Group position peaked at $8.52M in Q3 2025.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.