First Heartland Consultants’s Altria Group MO Stock Holding History

First Heartland Consultants’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Buy	4,239 +6	+0.1%	+$419	0.02%	466
2026 Q1	$279K	Buy	4,233 +6	+0.1%	+$386	0.02%	430
2025 Q4	$244K	Buy	4,227 +6	+0.1%	+$362	0.02%	472
2025 Q3	$279K	Buy	4,221 +205	+5%	+$13K	0.02%	419
2025 Q2	$235K	Buy	4,016 +80	+2%	+$4.7K	0.02%	436
2025 Q1	$236K	Buy	3,936 +100	+3%	+$5.46K	0.02%	393
2024 Q4	$201K	Buy	+3,836	New	+$204K	0.02%	433
2024 Q2	–	Sell	-4,597	Closed	-$201K	–	457
2024 Q1	$201K	Sell	4,597 -1,008	-18%	-$41.8K	0.02%	411
2023 Q4	$226K	Sell	5,605 -3,049	-35%	-$126K	0.03%	337
2023 Q3	$364K	Sell	8,654 -25,119	-74%	-$1.11M	0.05%	257
2023 Q2	$1.53M	Sell	33,773 -18,406	-35%	-$834K	0.2%	109
2023 Q1	$2.33M	Sell	52,179 -758	-1%	-$34.8K	0.35%	72
2022 Q4	$2.42M	Sell	52,937 -13,682	-21%	-$620K	0.39%	65
2022 Q3	$2.69K	Buy	66,619 +1,382	+2%	+$60.3K	0.23%	60
2022 Q2	$2.72M	Sell	65,237 -4,189	-6%	-$217K	0.43%	54
2022 Q1	$3.63M	Buy	69,426 +36,697	+112%	+$1.87M	0.56%	38
2021 Q4	$1.55K	Sell	32,729 -5,767	-15%	-$264K	0.06%	85
2021 Q3	$1.75M	Buy	38,496 +7,125	+23%	+$344K	0.27%	89
2021 Q2	$1.5M	Sell	31,371 -12,121	-28%	-$596K	0.23%	107
2021 Q1	$2.23M	Buy	43,492 +7,140	+20%	+$320K	0.35%	76
2020 Q4	$1.49M	Buy	36,352 +2,949	+9%	+$118K	0.25%	84
2020 Q3	$1.29M	Buy	33,403 +21,968	+192%	+$914K	0.24%	77
2020 Q2	$449K	Buy	11,435 +1,075	+10%	+$41.9K	0.09%	165
2020 Q1	$401K	Sell	10,360 -1,658	-14%	-$73.6K	0.1%	149
2019 Q4	$600K	Sell	12,018 -457	-4%	-$21.6K	0.12%	161
2019 Q3	$510K	Sell	12,475 -2	-0%	-$92	0.11%	155
2019 Q2	$591K	Buy	12,477 +206	+2%	+$10.8K	0.14%	133
2019 Q1	$705K	Buy	12,271 +1,460	+14%	+$74.6K	0.2%	120
2018 Q4	$534K	Sell	10,811 -185	-2%	-$10.7K	0.2%	116
2018 Q3	$663K	Buy	10,996 +1,586	+17%	+$94.2K	0.21%	109
2018 Q2	$534K	Sell	9,410 -1,954	-17%	-$113K	0.19%	125
2018 Q1	$708K	Sell	11,364 -36,328	-76%	-$2.41M	0.21%	115
2017 Q4	$3.41M	Sell	47,692 -22,445	-32%	-$1.5M	1.02%	22
2017 Q3	$4.45M	Sell	70,137 -1,164	-2%	-$77.6K	1.08%	16
2017 Q2	$5.31M	Sell	71,301 -768	-1%	-$56.2K	1.38%	10
2017 Q1	$5.15M	Sell	72,069 -3,335	-4%	-$241K	1.44%	10
2016 Q4	$5.1M	Sell	75,404 -312	-0.4%	-$20.1K	1.55%	10
2016 Q3	$4.79M	Sell	75,716 -12,339	-14%	-$820K	1.39%	14
2016 Q2	$6.07K	Buy	88,055 +15,721	+22%	+$1.01M	0.67%	8
2016 Q1	$4.53M	Buy	72,334 +25,144	+53%	+$1.52M	1.72%	10
2015 Q4	$2.75M	Buy	47,190 +728	+2%	+$42.2K	1.04%	16
2015 Q3	$2.53M	Sell	46,462 -361	-0.8%	-$19.4K	1.06%	17
2015 Q2	$2.29K	Buy	46,823 +466	+1%	+$23.6K	0.62%	25
2015 Q1	$2.32M	Buy	46,357 +6,373	+16%	+$338K	0.88%	25
2014 Q4	$1.97M	Sell	39,984 -360	-0.9%	-$17.5K	0.81%	26
2014 Q3	$1.85M	Buy	40,344 +214	+0.5%	+$9.17K	0.82%	26
2014 Q2	$1.68M	Buy	40,130 +2,625	+7%	+$106K	0.76%	34
2014 Q1	$1.4M	Sell	37,505 -651	-2%	-$23.7K	0.69%	37
2013 Q4	$1.47M	Buy	38,156 +438	+1%	+$16.2K	0.82%	31
2013 Q3	$1.31M	Sell	37,718 -1,596	-4%	-$56.2K	0.79%	32
2013 Q2	$1.38M	Buy	+39,314	New	+$1.41M	0.8%	31

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

First Heartland Consultants's MO Position: Q2 2026 in Review

First Heartland Consultants increased its Altria Group (MO) stake by 0.14% in Q2 2026, buying an estimated $419 and bringing the position to 4,239 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #466.

First Heartland Consultants first reported a position in MO in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.31M in Q2 2017. 650 funds tracked by Wall St. Rank hold MO as of Q2 2026.

First Heartland Consultants held 4,239 shares of Altria Group worth $305K as of Q2 2026.
First Heartland Consultants bought 6 Altria Group shares in Q2 2026, an estimated $419.
Altria Group made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #466 holding.
First Heartland Consultants first reported a position in Altria Group in Q2 2013 and has held it in 51 quarters since.
First Heartland Consultants's Altria Group position peaked at $5.31M in Q2 2017.
650 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.