IHT 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
Q1 | $5.16M | Buy |
78,227
+10,607
| +16% | +$682K | 0.12% | 181 |
|
|
2025
Q4 | $3.9M | Sell |
67,620
-2,089
| -3% | -$126K | 0.09% | 212 |
|
|
2025
Q3 | $4.6M | Buy |
69,709
+490
| +0.7% | +$31K | 0.12% | 173 |
|
|
2025
Q2 | $4.06M | Buy |
69,219
+4,295
| +7% | +$252K | 0.11% | 178 |
|
|
2025
Q1 | $3.9M | Buy |
64,924
+17,585
| +37% | +$960K | 0.12% | 168 |
|
|
2024
Q4 | $2.48M | Buy |
47,339
+5,307
| +13% | +$283K | 0.08% | 234 |
|
|
2024
Q3 | $2.15M | Buy |
42,032
+5,542
| +15% | +$280K | 0.06% | 302 |
|
|
2024
Q2 | $1.66M | Buy |
36,490
+152
| +0.4% | +$6.74K | 0.06% | 296 |
|
|
2024
Q1 | $1.59M | Buy |
36,338
+1,979
| +6% | +$82.1K | 0.06% | 313 |
|
|
2023
Q4 | $1.39M | Sell |
34,359
-786
| -2% | -$32.5K | 0.06% | 305 |
|
|
2023
Q3 | $1.48M | Sell |
35,145
-1,385
| -4% | -$61.2K | 0.07% | 256 |
|
|
2023
Q2 | $1.65M | Sell |
36,530
-566
| -2% | -$25.6K | 0.09% | 220 |
|
|
2023
Q1 | $1.66M | Buy |
37,096
+4
| +0% | +$184 | 0.09% | 211 |
|
|
2022
Q4 | $1.7M | Sell |
37,092
-1,022
| -3% | -$46.3K | 0.11% | 200 |
|
|
2022
Q3 | $1.54M | Buy |
38,114
+4,157
| +12% | +$181K | 0.12% | 202 |
|
|
2022
Q2 | $1.42M | Buy |
33,957
+356
| +1% | +$18.4K | 0.13% | 174 |
|
|
2022
Q1 | $1.76M | Buy |
33,601
+2,285
| +7% | +$116K | 0.13% | 163 |
|
|
2021
Q4 | $1.48M | Buy |
31,316
+1,469
| +5% | +$67.3K | 0.11% | 187 |
|
|
2021
Q3 | $1.36M | Sell |
29,847
-2,138
| -7% | -$103K | 0.11% | 184 |
|
|
2021
Q2 | $1.52M | Buy |
31,985
+2,133
| +7% | +$105K | 0.1% | 220 |
|
|
2021
Q1 | $1.53M | Sell |
29,852
-861
| -3% | -$38.6K | 0.11% | 189 |
|
|
2020
Q4 | $1.26M | Buy |
30,713
+1,834
| +6% | +$73.6K | 0.1% | 207 |
|
|
2020
Q3 | $1.12M | Buy |
28,879
+1,524
| +6% | +$63.4K | 0.11% | 192 |
|
|
2020
Q2 | $1.07M | Sell |
27,355
-7,034
| -20% | -$274K | 0.15% | 151 |
|
|
2020
Q1 | $1.33M | Sell |
34,389
-28,103
| -45% | -$1.25M | 0.19% | 127 |
|
|
2019
Q4 | $3.12M | Buy |
62,492
+1,202
| +2% | +$56.7K | 0.37% | 59 |
|
|
2019
Q3 | $2.6M | Buy |
61,290
+21,007
| +52% | +$966K | 0.35% | 62 |
|
|
2019
Q2 | $1.9M | Buy |
40,283
+8,726
| +28% | +$457K | 0.28% | 87 |
|
|
2019
Q1 | $1.81M | Sell |
31,557
-5,431
| -15% | -$278K | 0.3% | 85 |
|
|
2018
Q4 | $1.83M | Buy |
36,988
+14,916
| +68% | +$864K | 0.35% | 72 |
|
|
2018
Q3 | $1.33M | Sell |
22,072
-2,264
| -9% | -$134K | 0.29% | 91 |
|
|
2018
Q2 | $1.38M | Buy |
24,336
+4,519
| +23% | +$261K | 0.35% | 72 |
|
|
2018
Q1 | $1.2M | Sell |
19,817
-3,246
| -14% | -$215K | 0.32% | 68 |
|
|
2017
Q4 | $1.62M | Buy |
23,063
+9,160
| +66% | +$614K | 0.43% | 48 |
|
|
2017
Q3 | $884K | Sell |
13,903
-2,782
| -17% | -$185K | 0.38% | 65 |
|
|
2017
Q2 | $71 | Sell |
16,685
-817
| -5% | -$59.8K | 0.03% | 421 |
|
|
2017
Q1 | $1.26M | Sell |
17,502
-634
| -3% | -$45.9K | 0.84% | 19 |
|
|
2016
Q4 | $1.23M | Buy |
+18,136
| New | +$1.17M | 0.93% | 14 |
|
Other funds holding MO
VCM
VPM
IHT Wealth Management's MO Position: Q1 2026 in Review
IHT Wealth Management increased its Altria Group (MO) stake by 16% in Q1 2026, buying an estimated $682K and bringing the position to 78,227 shares worth $5.16M. The position accounts for 0.12% of the portfolio, ranked #181.
IHT Wealth Management first reported a position in MO in Q4 2016 and has held it in 38 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- IHT Wealth Management held 78,227 shares of Altria Group worth $5.16M as of Q1 2026.
- IHT Wealth Management bought 10,607 Altria Group shares in Q1 2026, an estimated $682K.
- Altria Group made up 0.12% of IHT Wealth Management's portfolio in Q1 2026, its #181 holding.
- IHT Wealth Management first reported a position in Altria Group in Q4 2016 and has held it in 38 quarters since.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.