IFP 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
Q2 | $3.51M | Sell |
48,848
-6,394
| -12% | -$446K | 0.06% | 341 |
|
|
2026
Q1 | $3.65M | Sell |
55,242
-6,602
| -11% | -$425K | 0.08% | 285 |
|
|
2025
Q4 | $3.57M | Buy |
61,844
+12,924
| +26% | +$780K | 0.08% | 269 |
|
|
2025
Q3 | $3.23M | Buy |
48,920
+1,357
| +3% | +$86K | 0.08% | 258 |
|
|
2025
Q2 | $2.97M | Buy |
47,563
+7,939
| +20% | +$466K | 0.08% | 262 |
|
|
2025
Q1 | $2.38M | Buy |
39,624
+6,897
| +21% | +$377K | 0.07% | 317 |
|
|
2024
Q4 | $1.71M | Buy |
32,727
+2,823
| +9% | +$150K | 0.06% | 367 |
|
|
2024
Q3 | $1.53M | Sell |
29,904
-2,101
| -7% | -$106K | 0.06% | 369 |
|
|
2024
Q2 | $1.46M | Buy |
32,005
+2,962
| +10% | +$131K | 0.06% | 340 |
|
|
2024
Q1 | $1.27M | Sell |
29,043
-34,928
| -55% | -$1.45M | 0.06% | 353 |
|
|
2023
Q4 | $2.58M | Sell |
63,971
-11,680
| -15% | -$483K | 0.12% | 185 |
|
|
2023
Q3 | $3.18M | Sell |
75,651
-6,717
| -8% | -$297K | 0.14% | 141 |
|
|
2023
Q2 | $3.73M | Sell |
82,368
-11,120
| -12% | -$504K | 0.16% | 130 |
|
|
2023
Q1 | $6.67M | Sell |
93,488
-53,920
| -37% | -$2.48M | 0.29% | 67 |
|
|
2022
Q4 | $10.5M | Buy |
147,408
+19,230
| +15% | +$871K | 0.28% | 72 |
|
|
2022
Q3 | $9.15M | Buy |
128,178
+34,055
| +36% | +$1.49M | 0.24% | 87 |
|
|
2022
Q2 | $6.73M | Hold |
94,123
| – | – | 0.22% | 102 |
|
|
2022
Q1 | $6.73M | Buy |
94,123
+62,068
| +194% | +$3.16M | 0.22% | 102 |
|
|
2021
Q4 | $1.53M | Buy |
32,055
+2,450
| +8% | +$112K | 0.03% | 317 |
|
|
2021
Q3 | $1.35M | Buy |
29,605
+396
| +1% | +$19.1K | 0.03% | 333 |
|
|
2021
Q2 | $1.39M | Buy |
29,209
+922
| +3% | +$45.3K | 0.03% | 320 |
|
|
2021
Q1 | $1.45M | Buy |
28,287
+418
| +1% | +$18.7K | 0.03% | 300 |
|
|
2020
Q4 | $1.14M | Buy |
27,869
+2,672
| +11% | +$107K | 0.05% | 317 |
|
|
2020
Q3 | $974K | Sell |
25,197
-3,517
| -12% | -$146K | 0.06% | 295 |
|
|
2020
Q2 | $1.12M | Buy |
28,714
+1,048
| +4% | +$40.9K | 0.09% | 231 |
|
|
2020
Q1 | $1.01M | Buy |
27,666
+351
| +1% | +$15.6K | 0.1% | 209 |
|
|
2019
Q4 | $1.38M | Sell |
27,315
-23,545
| -46% | -$1.11M | 0.1% | 222 |
|
|
2019
Q3 | $2.04M | Buy |
+50,860
| New | +$2.34M | 0.14% | 166 |
|
|
2019
Q1 | $3.17M | Sell |
55,169
-65,810
| -54% | -$3.36M | 0.43% | 38 |
|
|
2018
Q4 | $5.92M | Sell |
120,979
-29,408
| -20% | -$1.7M | 0.36% | 58 |
|
|
2018
Q3 | $9.07M | Sell |
150,387
-14,824
| -9% | -$880K | 0.37% | 54 |
|
|
2018
Q2 | $9.38M | Sell |
165,211
-8,200
| -5% | -$473K | 0.39% | 48 |
|
|
2018
Q1 | $12.4M | Hold |
173,411
| – | – | 0.56% | 28 |
|
|
2017
Q4 | $12.4M | Sell |
173,411
-57,790
| -25% | -$3.87M | 0.56% | 28 |
|
|
2017
Q3 | $14.7M | Sell |
231,201
-2,827
| -1% | -$188K | 0.58% | 25 |
|
|
2017
Q2 | $17.4M | Sell |
234,028
-2,457
| -1% | -$180K | 0.74% | 13 |
|
|
2017
Q1 | $16.9M | Sell |
236,485
-8,568
| -3% | -$620K | 0.74% | 14 |
|
|
2016
Q4 | $16.6M | Buy |
245,053
+10,880
| +5% | +$701K | 0.8% | 15 |
|
|
2016
Q3 | $14.8M | Buy |
234,173
+386
| +0.2% | +$25.7K | 0.77% | 16 |
|
|
2016
Q2 | $16.1M | Buy |
233,787
+178,618
| +324% | +$11.4M | 0.9% | 11 |
|
|
2016
Q1 | $3.17M | Sell |
55,169
-127,616
| -70% | -$7.72M | 0.43% | 38 |
|
|
2015
Q4 | $10.6M | Buy |
+182,785
| New | +$10.6M | 0.71% | 18 |
|
Other funds holding MO
IFP Advisors's MO Position: Q2 2026 in Review
IFP Advisors reduced its Altria Group (MO) stake by 12% in Q2 2026, selling an estimated $446K and leaving 48,848 shares worth $3.51M. The position accounts for 0.06% of the portfolio, ranked #341.
IFP Advisors first reported a position in MO in Q4 2015 and has held it in 42 quarters since. The position peaked at $17.4M in Q2 2017. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- IFP Advisors held 48,848 shares of Altria Group worth $3.51M as of Q2 2026.
- IFP Advisors sold 6,394 Altria Group shares in Q2 2026, an estimated $446K.
- Altria Group made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #341 holding.
- IFP Advisors first reported a position in Altria Group in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Altria Group position peaked at $17.4M in Q2 2017.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.