First Foundation 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 | $258K | Sell |
3,916
-294
| -7% | -$18.9K | 0.01% | 303 |
|
|
2025
Q4 | $243K | Sell |
4,210
-14,050
| -77% | -$848K | 0.01% | 304 |
|
|
2025
Q3 | $1.21M | Sell |
18,260
-2,783
| -13% | -$176K | 0.04% | 168 |
|
|
2025
Q2 | $1.23M | Sell |
21,043
-397
| -2% | -$23.3K | 0.05% | 170 |
|
|
2025
Q1 | $1.29M | Sell |
21,440
-2,292
| -10% | -$125K | 0.05% | 152 |
|
|
2024
Q4 | $1.24M | Sell |
23,732
-3,312
| -12% | -$176K | 0.05% | 157 |
|
|
2024
Q3 | $1.38M | Sell |
27,044
-475
| -2% | -$24K | 0.05% | 153 |
|
|
2024
Q2 | $1.25M | Sell |
27,519
-1,680
| -6% | -$74.5K | 0.05% | 150 |
|
|
2024
Q1 | $1.27M | Sell |
29,199
-1,404
| -5% | -$58.2K | 0.05% | 152 |
|
|
2023
Q4 | $1.23M | Sell |
30,603
-6,536
| -18% | -$270K | 0.06% | 155 |
|
|
2023
Q3 | $1.56M | Sell |
37,139
-1,435
| -4% | -$63.4K | 0.07% | 140 |
|
|
2023
Q2 | $1.75M | Buy |
38,574
+2,895
| +8% | +$131K | 0.08% | 140 |
|
|
2023
Q1 | $1.59M | Sell |
35,679
-4,349
| -11% | -$200K | 0.07% | 139 |
|
|
2022
Q4 | $1.83M | Sell |
40,028
-36,766
| -48% | -$1.67M | 0.09% | 131 |
|
|
2022
Q3 | $3.1M | Sell |
76,794
-73,353
| -49% | -$3.2M | 0.15% | 93 |
|
|
2022
Q2 | $6.27M | Sell |
150,147
-75,985
| -34% | -$3.93M | 0.28% | 67 |
|
|
2022
Q1 | $11.8M | Sell |
226,132
-15,767
| -7% | -$803K | 0.43% | 56 |
|
|
2021
Q4 | $11.5M | Sell |
241,899
-54,189
| -18% | -$2.48M | 0.39% | 56 |
|
|
2021
Q3 | $13.5M | Buy |
296,088
+45,924
| +18% | +$2.22M | 0.5% | 52 |
|
|
2021
Q2 | $11.9M | Buy |
250,164
+204,732
| +451% | +$10.1M | 0.46% | 55 |
|
|
2021
Q1 | $2.32M | Buy |
45,432
+25,041
| +123% | +$1.12M | 0.1% | 121 |
|
|
2020
Q4 | $836K | Buy |
20,391
+2,020
| +11% | +$81.1K | 0.04% | 207 |
|
|
2020
Q3 | $710K | Buy |
18,371
+3,903
| +27% | +$162K | 0.03% | 207 |
|
|
2020
Q2 | $568K | Sell |
14,468
-1,290
| -8% | -$50.3K | 0.03% | 219 |
|
|
2020
Q1 | $609K | Buy |
15,758
+6,026
| +62% | +$267K | 0.04% | 205 |
|
|
2019
Q4 | $486K | Buy |
9,732
+406
| +4% | +$19.2K | 0.02% | 249 |
|
|
2019
Q3 | $381K | Sell |
9,326
-3,263
| -26% | -$150K | 0.02% | 255 |
|
|
2019
Q2 | $596K | Sell |
12,589
-3,604
| -22% | -$189K | 0.03% | 209 |
|
|
2019
Q1 | $930K | Sell |
16,193
-17,438
| -52% | -$891K | 0.06% | 169 |
|
|
2018
Q4 | $1.66M | Sell |
33,631
-202,911
| -86% | -$11.8M | 0.1% | 121 |
|
|
2018
Q3 | $14.3M | Sell |
236,542
-176,945
| -43% | -$10.5M | 0.79% | 39 |
|
|
2018
Q2 | $23.5M | Sell |
413,487
-60,020
| -13% | -$3.46M | 1.38% | 21 |
|
|
2018
Q1 | $29.5M | Buy |
473,507
+1,792
| +0.4% | +$119K | 1.65% | 19 |
|
|
2017
Q4 | $33.7M | Buy |
471,715
+7,501
| +2% | +$503K | 1.82% | 16 |
|
|
2017
Q3 | $29.4M | Buy |
464,214
+4,765
| +1% | +$318K | 1.67% | 18 |
|
|
2017
Q2 | $34.2M | Buy |
459,449
+15,024
| +3% | +$1.1M | 2.01% | 16 |
|
|
2017
Q1 | $31.7M | Buy |
444,425
+11,136
| +3% | +$806K | 1.96% | 16 |
|
|
2016
Q4 | $29.3M | Buy |
433,289
+6,158
| +1% | +$397K | 1.92% | 14 |
|
|
2016
Q3 | $27M | Sell |
427,131
-4,581
| -1% | -$304K | 1.87% | 12 |
|
|
2016
Q2 | $29.8M | Sell |
431,712
-4,953
| -1% | -$317K | 2.14% | 10 |
|
|
2016
Q1 | $27.4M | Buy |
436,665
+3,657
| +0.8% | +$221K | 1.99% | 13 |
|
|
2015
Q4 | $25.2M | Buy |
433,008
+13,859
| +3% | +$803K | 1.72% | 14 |
|
|
2015
Q3 | $22.8M | Sell |
419,149
-236
| -0.1% | -$12.7K | 1.87% | 17 |
|
|
2015
Q2 | $20.5M | Buy |
419,385
+1,632
| +0.4% | +$82.7K | 1.63% | 19 |
|
|
2015
Q1 | $20.9M | Buy |
417,753
+26,456
| +7% | +$1.4M | 1.75% | 19 |
|
|
2014
Q4 | $19.3M | Buy |
391,297
+7,324
| +2% | +$357K | 1.7% | 21 |
|
|
2014
Q3 | $17.6M | Buy |
383,973
+17,880
| +5% | +$766K | 1.76% | 19 |
|
|
2014
Q2 | $15.4M | Buy |
366,093
+12,812
| +4% | +$515K | 1.67% | 25 |
|
|
2014
Q1 | $13.2M | Buy |
353,281
+9,062
| +3% | +$329K | 1.64% | 29 |
|
|
2013
Q4 | $13.2M | Buy |
344,219
+11,208
| +3% | +$414K | 1.78% | 27 |
|
|
2013
Q3 | $11.4M | Buy |
333,011
+14,875
| +5% | +$524K | 1.78% | 26 |
|
|
2013
Q2 | $11.1M | Buy |
+318,136
| New | +$11.4M | 2.18% | 22 |
|
Other funds holding MO
VCM
VPM
First Foundation Advisors's MO Position: Q1 2026 in Review
First Foundation Advisors reduced its Altria Group (MO) stake by 7% in Q1 2026, selling an estimated $18.9K and leaving 3,916 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #303.
First Foundation Advisors first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.2M in Q2 2017. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- First Foundation Advisors held 3,916 shares of Altria Group worth $258K as of Q1 2026.
- First Foundation Advisors sold 294 Altria Group shares in Q1 2026, an estimated $18.9K.
- Altria Group made up 0.01% of First Foundation Advisors's portfolio in Q1 2026, its #303 holding.
- First Foundation Advisors first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
- First Foundation Advisors's Altria Group position peaked at $34.2M in Q2 2017.
- 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.