Focused Wealth 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
Q2 | $2.69M | Buy |
37,381
+3,077
| +9% | +$215K | 0.23% | 50 |
|
|
2026
Q1 | $2.26M | Buy |
34,304
+657
| +2% | +$42.3K | 0.23% | 50 |
|
|
2025
Q4 | $1.94M | Buy |
33,647
+3,243
| +11% | +$196K | 0.2% | 53 |
|
|
2025
Q3 | $2.01M | Sell |
30,404
-290
| -0.9% | -$18.4K | 0.21% | 53 |
|
|
2025
Q2 | $1.8M | Sell |
30,694
-274
| -0.9% | -$16.1K | 0.22% | 49 |
|
|
2025
Q1 | $1.86M | Buy |
30,968
+335
| +1% | +$18.3K | 0.25% | 44 |
|
|
2024
Q4 | $1.6M | Buy |
30,633
+3,126
| +11% | +$167K | 0.22% | 45 |
|
|
2024
Q3 | $1.4M | Buy |
27,507
+63
| +0.2% | +$3.18K | 0.18% | 58 |
|
|
2024
Q2 | $1.25M | Buy |
27,444
+1,240
| +5% | +$55K | 0.18% | 57 |
|
|
2024
Q1 | $1.14M | Buy |
26,204
+408
| +2% | +$16.9K | 0.18% | 58 |
|
|
2023
Q4 | $1.04M | Sell |
25,796
-826
| -3% | -$34.2K | 0.17% | 54 |
|
|
2023
Q3 | $1.12M | Buy |
26,622
+613
| +2% | +$27.1K | 0.2% | 52 |
|
|
2023
Q2 | $1.18M | Buy |
26,009
+1,124
| +5% | +$50.9K | 0.21% | 52 |
|
|
2023
Q1 | $1.11M | Buy |
24,885
+724
| +3% | +$33.3K | 0.22% | 47 |
|
|
2022
Q4 | $1.1M | Sell |
24,161
-66
| -0.3% | -$2.99K | 0.22% | 53 |
|
|
2022
Q3 | $978K | Buy |
24,227
+473
| +2% | +$20.6K | 0.21% | 52 |
|
|
2022
Q2 | $992K | Buy |
23,754
+300
| +1% | +$15.5K | 0.18% | 64 |
|
|
2022
Q1 | $1.23M | Buy |
23,454
+692
| +3% | +$35.2K | 0.19% | 57 |
|
|
2021
Q4 | $1.08M | Buy |
22,762
+1,778
| +8% | +$81.5K | 0.17% | 62 |
|
|
2021
Q3 | $955K | Buy |
20,984
+1,011
| +5% | +$48.8K | 0.16% | 62 |
|
|
2021
Q2 | $952K | Buy |
19,973
+9
| +0% | +$442 | 0.16% | 67 |
|
|
2021
Q1 | $1.02M | Buy |
19,964
+1,524
| +8% | +$68.3K | 0.18% | 65 |
|
|
2020
Q4 | $756K | Buy |
18,440
+11,955
| +184% | +$480K | 0.15% | 71 |
|
|
2020
Q3 | $251K | Buy |
6,485
+40
| +0.6% | +$1.67K | 0.05% | 125 |
|
|
2020
Q2 | $253K | Buy |
6,445
+397
| +7% | +$15.5K | 0.06% | 118 |
|
|
2020
Q1 | $234K | Buy |
6,048
+757
| +14% | +$33.6K | 0.07% | 113 |
|
|
2019
Q4 | $264K | Buy |
5,291
+155
| +3% | +$7.31K | 0.06% | 117 |
|
|
2019
Q3 | $210K | Buy |
5,136
+767
| +18% | +$35.3K | 0.06% | 130 |
|
|
2019
Q2 | $207K | Sell |
4,369
-460
| -10% | -$24.1K | 0.06% | 140 |
|
|
2019
Q1 | $277K | Hold |
4,829
| – | – | 0.08% | 112 |
|
|
2018
Q4 | $239K | Buy |
4,829
+1,001
| +26% | +$58K | 0.08% | 128 |
|
|
2018
Q3 | $231K | Sell |
3,828
-817
| -18% | -$48.5K | 0.08% | 129 |
|
|
2018
Q2 | $264K | Buy |
4,645
+1,164
| +33% | +$67.1K | 0.09% | 124 |
|
|
2018
Q1 | $217K | Sell |
3,481
-996
| -22% | -$66K | 0.07% | 146 |
|
|
2017
Q4 | $320K | Sell |
4,477
-1,405
| -24% | -$94.1K | 0.1% | 106 |
|
|
2017
Q3 | $373K | Buy |
5,882
+1,042
| +22% | +$69.5K | 0.12% | 96 |
|
|
2017
Q2 | $360K | Sell |
4,840
-114
| -2% | -$8.34K | 0.13% | 96 |
|
|
2017
Q1 | $354K | Sell |
4,954
-96
| -2% | -$6.95K | 0.14% | 97 |
|
|
2016
Q4 | $341K | Buy |
5,050
+1,104
| +28% | +$71.1K | 0.14% | 93 |
|
|
2016
Q3 | $249K | Buy |
3,946
+4
| +0.1% | +$266 | 0.11% | 115 |
|
|
2016
Q2 | $272K | Sell |
3,942
-543
| -12% | -$34.8K | 0.13% | 102 |
|
|
2016
Q1 | $281K | Sell |
4,485
-261
| -5% | -$15.8K | 0.15% | 92 |
|
|
2015
Q4 | $276K | Buy |
4,746
+7
| +0.1% | +$406 | 0.16% | 91 |
|
|
2015
Q3 | $258K | Sell |
4,739
-272
| -5% | -$14.6K | 0.16% | 83 |
|
|
2015
Q2 | $245K | Sell |
5,011
-478
| -9% | -$24.2K | 0.15% | 86 |
|
|
2015
Q1 | $275K | Buy |
5,489
+340
| +7% | +$18.1K | 0.17% | 86 |
|
|
2014
Q4 | $254K | Sell |
5,149
-97
| -2% | -$4.72K | 0.18% | 81 |
|
|
2014
Q3 | $241K | Buy |
5,246
+1,537
| +41% | +$65.8K | 0.18% | 89 |
|
|
2014
Q2 | $156K | Buy |
3,709
+602
| +19% | +$24.2K | 0.12% | 104 |
|
|
2014
Q1 | $116K | Buy |
3,107
+187
| +6% | +$6.79K | 0.1% | 117 |
|
|
2013
Q4 | $112K | Buy |
2,920
+368
| +14% | +$13.6K | 0.09% | 122 |
|
|
2013
Q3 | $88K | Buy |
+2,552
| New | +$89.9K | 0.08% | 127 |
|
Other funds holding MO
Focused Wealth Management's MO Position: Q2 2026 in Review
Focused Wealth Management increased its Altria Group (MO) stake by 9% in Q2 2026, buying an estimated $215K and bringing the position to 37,381 shares worth $2.69M. The position accounts for 0.23% of the portfolio, ranked #50.
Focused Wealth Management first reported a position in MO in Q3 2013 and has held it in 52 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Focused Wealth Management held 37,381 shares of Altria Group worth $2.69M as of Q2 2026.
- Focused Wealth Management bought 3,077 Altria Group shares in Q2 2026, an estimated $215K.
- Altria Group made up 0.23% of Focused Wealth Management's portfolio in Q2 2026, its #50 holding.
- Focused Wealth Management first reported a position in Altria Group in Q3 2013 and has held it in 52 quarters since.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.