Global Retirement Partners’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 | $7.54M | Buy |
+104,863
| New | +$7.32M | 0.12% | 180 |
|
|
2025
Q4 | $5.29M | Buy |
91,806
+39,143
| +74% | +$2.36M | 0.09% | 198 |
|
|
2025
Q3 | $3.48M | Sell |
52,663
-335
| -0.6% | -$21.2K | 0.08% | 233 |
|
|
2025
Q2 | $3.11M | Buy |
+52,998
| New | +$3.11M | 0.08% | 235 |
|
|
2024
Q4 | $3.97M | Sell |
75,988
-36,250
| -32% | -$1.93M | 0.11% | 177 |
|
|
2024
Q3 | $5.73M | Buy |
112,238
+9,049
| +9% | +$457K | 0.17% | 117 |
|
|
2024
Q2 | $4.7M | Buy |
103,189
+19,364
| +23% | +$859K | 0.15% | 145 |
|
|
2024
Q1 | $3.66M | Buy |
83,825
+3,999
| +5% | +$166K | 0.14% | 160 |
|
|
2023
Q4 | $3.27M | Buy |
79,826
+1,524
| +2% | +$63K | 0.14% | 153 |
|
|
2023
Q3 | $3.26M | Sell |
78,302
-13,358
| -15% | -$590K | 0.16% | 130 |
|
|
2023
Q2 | $4.15M | Buy |
91,660
+4,846
| +6% | +$219K | 0.2% | 107 |
|
|
2023
Q1 | $4.04M | Buy |
86,814
+13,717
| +19% | +$631K | 0.21% | 102 |
|
|
2022
Q4 | $3.34M | Buy |
73,097
+2,741
| +4% | +$124K | 0.23% | 96 |
|
|
2022
Q3 | $3.25M | Buy |
70,356
+10,106
| +17% | +$441K | 0.25% | 95 |
|
|
2022
Q2 | $2.52M | Buy |
60,250
+5,172
| +9% | +$268K | 0.2% | 114 |
|
|
2022
Q1 | $2.92M | Buy |
+55,078
| New | +$2.81M | 0.23% | 102 |
|
|
2021
Q4 | – | Sell |
-35,107
| Closed | -$1.6M | – | 1201 |
|
|
2021
Q3 | $1.6M | Buy |
35,107
+1,073
| +3% | +$51.8K | 0.16% | 142 |
|
|
2021
Q2 | $1.62M | Buy |
34,034
+2,192
| +7% | +$108K | 0.17% | 130 |
|
|
2021
Q1 | $1.63M | Sell |
31,842
-177
| -0.6% | -$7.93K | 0.19% | 117 |
|
|
2020
Q4 | $1.31M | Sell |
32,019
-7,499
| -19% | -$301K | 0.16% | 125 |
|
|
2020
Q3 | $1.53M | Sell |
39,518
-50
| -0.1% | -$2.08K | 0.22% | 95 |
|
|
2020
Q2 | $1.55M | Buy |
39,568
+454
| +1% | +$17.7K | 0.25% | 88 |
|
|
2020
Q1 | $1.51M | Buy |
39,114
+3,614
| +10% | +$160K | 0.29% | 75 |
|
|
2019
Q4 | $1.77M | Sell |
35,500
-14,695
| -29% | -$693K | 0.27% | 81 |
|
|
2019
Q3 | $2.05M | Buy |
50,195
+18,612
| +59% | +$856K | 0.34% | 67 |
|
|
2019
Q2 | $1.5M | Buy |
31,583
+16,305
| +107% | +$854K | 0.29% | 67 |
|
|
2019
Q1 | $877K | Buy |
15,278
+966
| +7% | +$49.4K | 0.21% | 94 |
|
|
2018
Q4 | $707K | Buy |
14,312
+530
| +4% | +$30.7K | 0.18% | 109 |
|
|
2018
Q3 | $831K | Buy |
13,782
+126
| +0.9% | +$7.48K | 0.19% | 109 |
|
|
2018
Q2 | $776K | Buy |
13,656
+487
| +4% | +$28.1K | 0.2% | 108 |
|
|
2018
Q1 | $821K | Sell |
13,169
-851
| -6% | -$56.4K | 0.23% | 91 |
|
|
2017
Q4 | $1M | Buy |
14,020
+8,050
| +135% | +$539K | 0.28% | 75 |
|
|
2017
Q3 | $379K | Buy |
5,970
+946
| +19% | +$63.1K | 0.16% | 129 |
|
|
2017
Q2 | $374K | Buy |
5,024
+331
| +7% | +$24.2K | 0.18% | 118 |
|
|
2017
Q1 | $335K | Buy |
4,693
+726
| +18% | +$52.5K | 0.19% | 113 |
|
|
2016
Q4 | $268K | Buy |
+3,967
| New | +$255K | 0.18% | 112 |
|
Other funds holding MO
Global Retirement Partners's MO Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Altria Group (MO) in Q2 2026: 104,863 shares worth $7.54M. The stake represents 0.12% of the portfolio and ranks #180 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MO as recently as Q4 2025.
Global Retirement Partners first reported a position in MO in Q4 2016 and has held it in 36 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Global Retirement Partners held 104,863 shares of Altria Group worth $7.54M as of Q2 2026.
- Altria Group was a new Global Retirement Partners position in Q2 2026.
- Altria Group made up 0.12% of Global Retirement Partners's portfolio in Q2 2026, its #180 holding.
- Global Retirement Partners first reported a position in Altria Group in Q4 2016 and has held it in 36 quarters since.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.