Inlet Private Wealth’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
Q3 | $7.6M | Buy |
112,911
+595
| +0.5% | +$41.3K | 1.84% | 12 |
|
|
2026
Q2 | $8.08M | Sell |
112,316
-5,845
| -5% | -$408K | 1.96% | 14 |
|
|
2026
Q1 | $7.8M | Sell |
118,161
-8,700
| -7% | -$560K | 1.99% | 14 |
|
|
2025
Q4 | $7.31M | Sell |
126,861
-5,984
| -5% | -$361K | 1.7% | 16 |
|
|
2025
Q3 | $8.78M | Buy |
132,845
+333
| +0.3% | +$21.1K | 1.98% | 12 |
|
|
2025
Q2 | $7.77M | Sell |
132,512
-100
| -0.1% | -$5.87K | 1.91% | 15 |
|
|
2025
Q1 | $7.96M | Buy |
132,612
+2,713
| +2% | +$148K | 2.07% | 9 |
|
|
2024
Q4 | $6.79M | Sell |
129,899
-2,934
| -2% | -$156K | 1.8% | 13 |
|
|
2024
Q3 | $6.78M | Sell |
132,833
-1,200
| -0.9% | -$60.7K | 1.72% | 17 |
|
|
2024
Q2 | $6.11M | Sell |
134,033
-166
| -0.1% | -$7.36K | 1.67% | 16 |
|
|
2024
Q1 | $5.85M | Sell |
134,199
-6,450
| -5% | -$267K | 1.64% | 22 |
|
|
2023
Q4 | $5.67M | Sell |
140,649
-4,045
| -3% | -$167K | 1.74% | 17 |
|
|
2023
Q3 | $6.08M | Sell |
144,694
-78,352
| -35% | -$3.46M | 2% | 11 |
|
|
2023
Q2 | $10.1M | Sell |
223,046
-8,150
| -4% | -$369K | 2.55% | 5 |
|
|
2023
Q1 | $10.3M | Buy |
231,196
+4,810
| +2% | +$221K | 2.68% | 5 |
|
|
2022
Q4 | $10.3M | Buy |
226,386
+8,597
| +4% | +$389K | 2.66% | 6 |
|
|
2022
Q3 | $8.79M | Buy |
217,789
+7,795
| +4% | +$340K | 2.62% | 6 |
|
|
2022
Q2 | $8.77M | Buy |
209,994
+3,093
| +1% | +$160K | 2.5% | 6 |
|
|
2022
Q1 | $10.8M | Buy |
206,901
+6,572
| +3% | +$335K | 2.7% | 5 |
|
|
2021
Q4 | $9.49M | Buy |
200,329
+12,950
| +7% | +$593K | 2.3% | 9 |
|
|
2021
Q3 | $8.53M | Buy |
187,379
+7,093
| +4% | +$343K | 2.29% | 8 |
|
|
2021
Q2 | $8.6M | Sell |
180,286
-3,009
| -2% | -$148K | 2.25% | 8 |
|
|
2021
Q1 | $9.38M | Sell |
183,295
-3,400
| -2% | -$152K | 2.68% | 5 |
|
|
2020
Q4 | $7.65M | Buy |
186,695
+39,500
| +27% | +$1.59M | 2.5% | 7 |
|
|
2020
Q3 | $5.69M | Buy |
147,195
+10,100
| +7% | +$420K | 2.22% | 10 |
|
|
2020
Q2 | $5.38M | Hold |
137,095
| – | – | 2.15% | 10 |
|
|
2020
Q1 | $5.3M | Buy |
137,095
+10,500
| +8% | +$466K | 2.46% | 8 |
|
|
2019
Q4 | $6.32M | Buy |
126,595
+32,719
| +35% | +$1.54M | 2.09% | 12 |
|
|
2019
Q3 | $3.84M | Buy |
93,876
+25,550
| +37% | +$1.18M | 1.42% | 21 |
|
|
2019
Q2 | $3.38M | Buy |
68,326
+12,210
| +22% | +$639K | 1.22% | 22 |
|
|
2019
Q1 | $3.22M | Buy |
56,116
+20,750
| +59% | +$1.06M | 1.3% | 19 |
|
|
2018
Q4 | $1.75M | Buy |
+35,366
| New | +$2.05M | 0.94% | 28 |
|
Other funds holding MO
Inlet Private Wealth's MO Position: Q3 2026 in Review
Inlet Private Wealth increased its Altria Group (MO) stake by 0.53% in Q3 2026, buying an estimated $41.3K and bringing the position to 112,911 shares worth $7.6M. The position accounts for 1.84% of the portfolio, ranked #12.
Inlet Private Wealth first reported a position in MO in Q4 2018 and has held it in 32 quarters since. The position peaked at $10.8M in Q1 2022. 1,969 funds tracked by Wall St. Rank hold MO as of Q3 2026.
- Inlet Private Wealth held 112,911 shares of Altria Group worth $7.6M as of Q3 2026.
- Inlet Private Wealth bought 595 Altria Group shares in Q3 2026, an estimated $41.3K.
- Altria Group made up 1.84% of Inlet Private Wealth's portfolio in Q3 2026, its #12 holding.
- Inlet Private Wealth first reported a position in Altria Group in Q4 2018 and has held it in 32 quarters since.
- Inlet Private Wealth's Altria Group position peaked at $10.8M in Q1 2022.
- 1,969 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.
Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.