Independent Advisor Alliance’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 | $8.73M | Buy |
121,392
+2,714
| +2% | +$189K | 0.2% | 75 |
|
|
2026
Q1 | $7.83M | Sell |
118,678
-5,922
| -5% | -$381K | 0.08% | 218 |
|
|
2025
Q4 | $7.18M | Buy |
124,600
+1,999
| +2% | +$121K | 0.17% | 91 |
|
|
2025
Q3 | $8.1M | Sell |
122,601
-4,123
| -3% | -$261K | 0.21% | 74 |
|
|
2025
Q2 | $7.43M | Sell |
126,724
-6,115
| -5% | -$359K | 0.21% | 82 |
|
|
2025
Q1 | $7.97M | Sell |
132,839
-21,608
| -14% | -$1.18M | 0.26% | 66 |
|
|
2024
Q4 | $8.08M | Buy |
154,447
+12,789
| +9% | +$681K | 0.11% | 191 |
|
|
2024
Q3 | $7.23M | Sell |
141,658
-3,430
| -2% | -$173K | 0.26% | 72 |
|
|
2024
Q2 | $6.61M | Buy |
145,088
+14,708
| +11% | +$653K | 0.23% | 80 |
|
|
2024
Q1 | $5.69M | Buy |
130,380
+92
| +0.1% | +$3.81K | 0.21% | 89 |
|
|
2023
Q4 | $5.26M | Sell |
130,288
-4,194
| -3% | -$173K | 0.19% | 92 |
|
|
2023
Q3 | $5.65M | Buy |
134,482
+7,374
| +6% | +$326K | 0.26% | 73 |
|
|
2023
Q2 | $5.76M | Buy |
127,108
+2,788
| +2% | +$126K | 0.25% | 74 |
|
|
2023
Q1 | $5.55M | Buy |
124,320
+5,258
| +4% | +$242K | 0.27% | 75 |
|
|
2022
Q4 | $649K | Buy |
119,062
+5,114
| +4% | +$232K | 0.22% | 63 |
|
|
2022
Q3 | $4.6M | Buy |
113,948
+19,513
| +21% | +$851K | 0.27% | 86 |
|
|
2022
Q2 | $3.94M | Buy |
94,435
+11,044
| +13% | +$572K | 0.22% | 95 |
|
|
2022
Q1 | $4.36M | Buy |
83,391
+36,175
| +77% | +$1.84M | 0.21% | 99 |
|
|
2021
Q4 | $2.24M | Sell |
47,216
-468
| -1% | -$21.4K | 0.11% | 150 |
|
|
2021
Q3 | $2.17M | Buy |
47,684
+1,170
| +3% | +$56.5K | 0.12% | 151 |
|
|
2021
Q2 | $2.22M | Sell |
46,514
-754
| -2% | -$37K | 0.12% | 159 |
|
|
2021
Q1 | $2.42M | Sell |
47,268
-2,068
| -4% | -$92.7K | 0.14% | 135 |
|
|
2020
Q4 | $2.02M | Buy |
49,336
+2,689
| +6% | +$108K | 0.14% | 133 |
|
|
2020
Q3 | $1.8M | Buy |
46,647
+38
| +0.1% | +$1.58K | 0.14% | 124 |
|
|
2020
Q2 | $1.83M | Sell |
46,609
-17,265
| -27% | -$674K | 0.2% | 101 |
|
|
2020
Q1 | $2.47M | Sell |
63,874
-24,793
| -28% | -$1.1M | 0.36% | 61 |
|
|
2019
Q4 | $4.42M | Sell |
88,667
-4,709
| -5% | -$222K | 0.19% | 121 |
|
|
2019
Q3 | $3.85M | Sell |
93,376
-12,861
| -12% | -$592K | 0.47% | 44 |
|
|
2019
Q2 | $4.78M | Buy |
106,237
+3,686
| +4% | +$193K | 0.69% | 28 |
|
|
2019
Q1 | $5.89M | Buy |
102,551
+4,159
| +4% | +$213K | 0.83% | 29 |
|
|
2018
Q4 | $4.86M | Sell |
98,392
-1,787
| -2% | -$104K | 0.86% | 32 |
|
|
2018
Q3 | $5.96M | Buy |
100,179
+5,714
| +6% | +$339K | 1.07% | 23 |
|
|
2018
Q2 | $5.28M | Sell |
94,465
-17,001
| -15% | -$980K | 1.1% | 19 |
|
|
2018
Q1 | $6.75M | Sell |
111,466
-5,288
| -5% | -$350K | 1.5% | 9 |
|
|
2017
Q4 | $8.21M | Sell |
116,754
-8,777
| -7% | -$588K | 1.83% | 7 |
|
|
2017
Q3 | $7.98M | Buy |
125,531
+15,480
| +14% | +$1.03M | 2.19% | 4 |
|
|
2017
Q2 | $8.11M | Sell |
110,051
-470
| -0.4% | -$34.4K | 2.58% | 4 |
|
|
2017
Q1 | $7.95M | Sell |
110,521
-16,708
| -13% | -$1.21M | 1.26% | 12 |
|
|
2016
Q4 | $8.91M | Buy |
+127,229
| New | +$8.19M | 3.82% | 2 |
|
Other funds holding MO
Independent Advisor Alliance's MO Position: Q2 2026 in Review
Independent Advisor Alliance increased its Altria Group (MO) stake by 2.3% in Q2 2026, buying an estimated $189K and bringing the position to 121,392 shares worth $8.73M. The position accounts for 0.2% of the portfolio, ranked #75.
Independent Advisor Alliance first reported a position in MO in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.91M in Q4 2016. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Independent Advisor Alliance held 121,392 shares of Altria Group worth $8.73M as of Q2 2026.
- Independent Advisor Alliance bought 2,714 Altria Group shares in Q2 2026, an estimated $189K.
- Altria Group made up 0.2% of Independent Advisor Alliance's portfolio in Q2 2026, its #75 holding.
- Independent Advisor Alliance first reported a position in Altria Group in Q4 2016 and has held it in 39 quarters since.
- Independent Advisor Alliance's Altria Group position peaked at $8.91M in Q4 2016.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.