First Western Trust Bank’s Altria Group MO Stock Holding History

First Western Trust Bank’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	$538K	Sell	7,480 -62	-0.8%	-$4.33K	0.03%	135
2026 Q1	$498K	Sell	7,542 -56	-0.7%	-$3.6K	0.03%	121
2025 Q4	$438K	Hold	7,598	–	–	0.02%	135
2025 Q3	$502K	Hold	7,598	–	–	0.02%	118
2025 Q2	$445K	Hold	7,598	–	–	0.02%	123
2025 Q1	$456K	Sell	7,598 -491	-6%	-$26.8K	0.02%	121
2024 Q4	$423K	Buy	8,089 +91	+1%	+$4.85K	0.02%	131
2024 Q3	$408K	Buy	7,998 +342	+4%	+$17.3K	0.02%	142
2024 Q2	$349K	Sell	7,656 -512	-6%	-$22.7K	0.02%	141
2024 Q1	$356K	Sell	8,168 -4,045	-33%	-$168K	0.02%	149
2023 Q4	$493K	Sell	12,213 -78	-0.6%	-$3.23K	0.02%	126
2023 Q3	$517K	Sell	12,291 -83	-0.7%	-$3.67K	0.03%	115
2023 Q2	$561K	Sell	12,374 -204	-2%	-$9.24K	0.03%	116
2023 Q1	$561K	Sell	12,578 -42	-0.3%	-$1.93K	0.03%	117
2022 Q4	$577K	Buy	12,620 +2,992	+31%	+$136K	0.03%	114
2022 Q3	$389K	Buy	9,628 +65	+0.7%	+$2.83K	0.03%	119
2022 Q2	$399K	Hold	9,563	–	–	0.03%	125
2022 Q1	$498K	Buy	+9,563	New	+$487K	0.03%	121

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

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

First Western Trust Bank's MO Position: Q2 2026 in Review

First Western Trust Bank reduced its Altria Group (MO) stake by 0.82% in Q2 2026, selling an estimated $4.33K and leaving 7,480 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #135.

First Western Trust Bank first reported a position in MO in Q1 2022 and has held it in 18 quarters since. The position peaked at $577K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold MO as of Q2 2026.

First Western Trust Bank held 7,480 shares of Altria Group worth $538K as of Q2 2026.
First Western Trust Bank sold 62 Altria Group shares in Q2 2026, an estimated $4.33K.
Altria Group made up 0.03% of First Western Trust Bank's portfolio in Q2 2026, its #135 holding.
First Western Trust Bank first reported a position in Altria Group in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Altria Group position peaked at $577K in Q4 2022.
1,167 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.