Heritage Wealth 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 | $5.39M | Sell |
81,695
-5,961
| -7% | -$384K | 0.21% | 38 |
|
|
2025
Q4 | $5.05M | Sell |
87,656
-224
| -0.3% | -$13.5K | 0.19% | 43 |
|
|
2025
Q3 | $5.81M | Sell |
87,880
-525
| -0.6% | -$33.3K | 0.25% | 40 |
|
|
2025
Q2 | $5.18M | Sell |
88,405
-1,001
| -1% | -$58.8K | 0.25% | 40 |
|
|
2025
Q1 | $5.37M | Sell |
89,406
-150
| -0.2% | -$8.19K | 0.27% | 38 |
|
|
2024
Q4 | $4.68M | Sell |
89,556
-1,356
| -1% | -$72.2K | 0.23% | 41 |
|
|
2024
Q3 | $4.64M | Buy |
90,912
+208
| +0.2% | +$10.5K | 0.22% | 43 |
|
|
2024
Q2 | $4.13M | Sell |
90,704
-1,742
| -2% | -$77.3K | 0.19% | 45 |
|
|
2024
Q1 | $4.03M | Buy |
92,446
+137
| +0.1% | +$5.68K | 0.18% | 47 |
|
|
2023
Q4 | $3.72M | Buy |
92,309
+2,628
| +3% | +$109K | 0.19% | 46 |
|
|
2023
Q3 | $3.77M | Buy |
89,681
+2,573
| +3% | +$114K | 0.21% | 43 |
|
|
2023
Q2 | $3.95M | Buy |
87,108
+22,728
| +35% | +$1.03M | 0.21% | 41 |
|
|
2023
Q1 | $2.87M | Sell |
64,380
-1,678
| -3% | -$77.1K | 0.16% | 45 |
|
|
2022
Q4 | $3.02M | Hold |
66,058
| – | – | 0.17% | 44 |
|
|
2022
Q3 | $2.67M | Buy |
66,058
+1,193
| +2% | +$52K | 0.19% | 43 |
|
|
2022
Q2 | $2.71M | Hold |
64,865
| – | – | 0.19% | 44 |
|
|
2022
Q1 | $3.39M | Sell |
64,865
-2,315
| -3% | -$118K | 0.19% | 45 |
|
|
2021
Q4 | $3.18M | Sell |
67,180
-26,300
| -28% | -$1.21M | 0.17% | 48 |
|
|
2021
Q3 | $4.26M | Sell |
93,480
-157
| -0.2% | -$7.58K | 0.26% | 43 |
|
|
2021
Q2 | $4.46M | Sell |
93,637
-6,927
| -7% | -$340K | 0.27% | 41 |
|
|
2021
Q1 | $5.14M | Sell |
100,564
-10,386
| -9% | -$465K | 0.31% | 39 |
|
|
2020
Q4 | $4.55M | Buy |
110,950
+13,520
| +14% | +$543K | 0.28% | 40 |
|
|
2020
Q3 | $3.76M | Sell |
97,430
-635
| -0.6% | -$26.4K | 0.49% | 35 |
|
|
2020
Q2 | $3.85M | Sell |
98,065
-990
| -1% | -$38.6K | 0.54% | 34 |
|
|
2020
Q1 | $3.83M | Sell |
99,055
-2,128
| -2% | -$94.4K | 0.69% | 31 |
|
|
2019
Q4 | $5.05M | Sell |
101,183
-2,587
| -2% | -$122K | 0.67% | 24 |
|
|
2019
Q3 | $4.24M | Sell |
103,770
-107
| -0.1% | -$4.92K | 0.63% | 25 |
|
|
2019
Q2 | $4.92M | Sell |
103,877
-188
| -0.2% | -$9.85K | 0.75% | 18 |
|
|
2019
Q1 | $5.98M | Buy |
104,065
+995
| +1% | +$50.9K | 0.98% | 13 |
|
|
2018
Q4 | $5.09M | Hold |
103,070
| – | – | 0.99% | 12 |
|
|
2018
Q3 | $6.22M | Sell |
103,070
-75
| -0.1% | -$4.45K | 1.22% | 9 |
|
|
2018
Q2 | $5.86M | Buy |
103,145
+29,453
| +40% | +$1.7M | 2.19% | 7 |
|
|
2018
Q1 | $4.59M | Hold |
73,692
| – | – | 1.91% | 9 |
|
|
2017
Q4 | $5.26M | Sell |
73,692
-977
| -1% | -$65.5K | 2.25% | 7 |
|
|
2017
Q3 | $4.74M | Sell |
74,669
-368
| -0.5% | -$24.5K | 2.38% | 7 |
|
|
2017
Q2 | $5.59M | Buy |
75,037
+3,378
| +5% | +$247K | 2.89% | 5 |
|
|
2017
Q1 | $5.12M | Hold |
71,659
| – | – | 2.76% | 5 |
|
|
2016
Q4 | $4.85M | Sell |
71,659
-252
| -0.4% | -$16.2K | 3.17% | 5 |
|
|
2016
Q3 | $4.55M | Buy |
71,911
+602
| +0.8% | +$40K | 3.15% | 7 |
|
|
2016
Q2 | $4.92M | Sell |
71,309
-307
| -0.4% | -$19.7K | 3.32% | 7 |
|
|
2016
Q1 | $4.49M | Buy |
71,616
+10
| +0% | +$605 | 3.52% | 7 |
|
|
2015
Q4 | $4.17M | Sell |
71,606
-1,172
| -2% | -$67.9K | 3.51% | 6 |
|
|
2015
Q3 | $3.96M | Buy |
72,778
+127
| +0.2% | +$6.81K | 3.4% | 7 |
|
|
2015
Q2 | $3.55M | Hold |
72,651
| – | – | 2.95% | 6 |
|
|
2015
Q1 | $3.63M | Sell |
72,651
-796
| -1% | -$42.3K | 3% | 6 |
|
|
2014
Q4 | $3.62M | Buy |
73,447
+1,596
| +2% | +$77.8K | 3.23% | 5 |
|
|
2014
Q3 | $3.3M | Sell |
71,851
-89
| -0.1% | -$3.81K | 3.43% | 6 |
|
|
2014
Q2 | $3.02M | Buy |
71,940
+89
| +0.1% | +$3.58K | 3.23% | 6 |
|
|
2014
Q1 | $2.69M | Buy |
71,851
+10,650
| +17% | +$387K | 3.11% | 6 |
|
|
2013
Q4 | $2.35M | Buy |
+61,201
| New | +$2.26M | 2.96% | 6 |
|
Other funds holding MO
VCM
VPM
Heritage Wealth Advisors's MO Position: Q1 2026 in Review
Heritage Wealth Advisors reduced its Altria Group (MO) stake by 6.8% in Q1 2026, selling an estimated $384K and leaving 81,695 shares worth $5.39M. The position accounts for 0.21% of the portfolio, ranked #38.
Heritage Wealth Advisors first reported a position in MO in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.22M in Q3 2018. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Heritage Wealth Advisors held 81,695 shares of Altria Group worth $5.39M as of Q1 2026.
- Heritage Wealth Advisors sold 5,961 Altria Group shares in Q1 2026, an estimated $384K.
- Altria Group made up 0.21% of Heritage Wealth Advisors's portfolio in Q1 2026, its #38 holding.
- Heritage Wealth Advisors first reported a position in Altria Group in Q4 2013 and has held it in 50 quarters since.
- Heritage Wealth Advisors's Altria Group position peaked at $6.22M in Q3 2018.
- 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.