Delta Asset Management’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
$727K Sell
11,019
-729
-6% -$46.9K 0.07% 84
2025
Q4
$677K Sell
11,748
-156
-1% -$9.42K 0.06% 84
2025
Q3
$786K Sell
11,904
-25
-0.2% -$1.58K 0.07% 81
2025
Q2
$699K Sell
11,929
-251
-2% -$14.7K 0.06% 83
2025
Q1
$731K Buy
12,180
+25
+0.2% +$1.36K 0.07% 79
2024
Q4
$636K Sell
12,155
-59
-0.5% -$3.14K 0.06% 82
2024
Q3
$623K Sell
12,214
-793
-6% -$40.1K 0.05% 86
2024
Q2
$592K Sell
13,007
-420
-3% -$18.6K 0.05% 85
2024
Q1
$586K Sell
13,427
-1,440
-10% -$59.7K 0.05% 85
2023
Q4
$600K Sell
14,867
-67
-0.4% -$2.77K 0.06% 81
2023
Q3
$628K Sell
14,934
-750
-5% -$33.1K 0.07% 79
2023
Q2
$710K Buy
15,684
+450
+3% +$20.4K 0.07% 77
2023
Q1
$680K Buy
15,234
+598
+4% +$27.5K 0.07% 76
2022
Q4
$669K Buy
14,636
+1,038
+8% +$47K 0.07% 74
2022
Q3
$549K Sell
13,598
-113
-0.8% -$4.93K 0.07% 78
2022
Q2
$573K Sell
13,711
-380
-3% -$19.7K 0.06% 79
2022
Q1
$736K Sell
14,091
-100
-0.7% -$5.09K 0.07% 76
2021
Q4
$673K Sell
14,191
-100
-0.7% -$4.58K 0.06% 81
2021
Q3
$651K Buy
14,291
+45
+0.3% +$2.17K 0.06% 76
2021
Q2
$679K Sell
14,246
-2,212
-13% -$109K 0.07% 75
2021
Q1
$842K Sell
16,458
-820
-5% -$36.7K 0.09% 67
2020
Q4
$708K Sell
17,278
-546
-3% -$21.9K 0.08% 73
2020
Q3
$689K Sell
17,824
-705
-4% -$29.3K 0.08% 70
2020
Q2
$727K Sell
18,529
-707
-4% -$27.6K 0.1% 67
2020
Q1
$744K Sell
19,236
-1,115
-5% -$49.5K 0.12% 58
2019
Q4
$1.02M Sell
20,351
-340
-2% -$16K 0.13% 60
2019
Q3
$846K Sell
20,691
-205
-1% -$9.43K 0.11% 63
2019
Q2
$989K Sell
20,896
-250
-1% -$13.1K 0.14% 59
2019
Q1
$1.21M Sell
21,146
-1,675
-7% -$85.6K 0.17% 51
2018
Q4
$1.13M Sell
22,821
-1,122
-5% -$65K 0.17% 52
2018
Q3
$1.44M Sell
23,943
-1,784
-7% -$106K 0.19% 46
2018
Q2
$1.46M Sell
25,727
-478
-2% -$27.6K 0.21% 46
2018
Q1
$1.63M Sell
26,205
-977
-4% -$64.7K 0.24% 43
2017
Q4
$1.94M Buy
27,182
+281
+1% +$18.8K 0.27% 42
2017
Q3
$1.71M Sell
26,901
-339
-1% -$22.6K 0.26% 44
2017
Q2
$2.03M Sell
27,240
-19
-0.1% -$1.39K 0.31% 42
2017
Q1
$1.95M Buy
27,259
+338
+1% +$24.5K 0.31% 42
2016
Q4
$1.82M Sell
26,921
-40
-0.1% -$2.58K 0.3% 42
2016
Q3
$1.71M Sell
26,961
-656
-2% -$43.6K 0.29% 43
2016
Q2
$1.91M Sell
27,617
-125
-0.5% -$8.01K 0.33% 43
2016
Q1
$1.74M Sell
27,742
-47
-0.2% -$2.84K 0.31% 44
2015
Q4
$1.62M Buy
27,789
+259
+0.9% +$15K 0.3% 44
2015
Q3
$1.5M Buy
27,530
+240
+0.9% +$12.9K 0.29% 43
2015
Q2
$1.33M Sell
27,290
-385
-1% -$19.5K 0.25% 45
2015
Q1
$1.39M Sell
27,675
-560
-2% -$29.7K 0.26% 45
2014
Q4
$1.39M Buy
28,235
+330
+1% +$16.1K 0.27% 43
2014
Q3
$1.28M Sell
27,905
-45
-0.2% -$1.93K 0.26% 46
2014
Q2
$1.17M Sell
27,950
-209
-0.7% -$8.41K 0.24% 49
2014
Q1
$1.05M Sell
28,159
-583
-2% -$21.2K 0.23% 50
2013
Q4
$1.1M Sell
28,742
-60
-0.2% -$2.21K 0.25% 50
2013
Q3
$989K Buy
28,802
+594
+2% +$20.9K 0.24% 51
2013
Q2
$987K Buy
+28,208
New +$1.01M 0.25% 52

Other funds holding MO

Delta Asset Management's MO Position: Q1 2026 in Review

Delta Asset Management reduced its Altria Group (MO) stake by 6.2% in Q1 2026, selling an estimated $46.9K and leaving 11,019 shares worth $727K. The position accounts for 0.07% of the portfolio, ranked #84.

Delta Asset Management first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.03M in Q2 2017. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Delta Asset Management held 11,019 shares of Altria Group worth $727K as of Q1 2026.
  • Delta Asset Management sold 729 Altria Group shares in Q1 2026, an estimated $46.9K.
  • Altria Group made up 0.07% of Delta Asset Management's portfolio in Q1 2026, its #84 holding.
  • Delta Asset Management first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
  • Delta Asset Management's Altria Group position peaked at $2.03M in Q2 2017.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Delta Asset Management's 13F filing for Q1 2026, filed 11 May 2026.