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Inlet Private Wealth’s Altria Group MO Stock Holding History

Inlet Private Wealth’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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% -$7.37K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Inlet Private Wealth's MO Position: Q1 2026 in Review

Inlet Private Wealth reduced its Altria Group (MO) stake by 6.9% in Q1 2026, selling an estimated $560K and leaving 118,161 shares worth $7.8M. The position accounts for 1.99% of the portfolio, ranked #14.

Inlet Private Wealth first reported a position in MO in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q1 2022. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Inlet Private Wealth held 118,161 shares of Altria Group worth $7.8M as of Q1 2026.
  • Inlet Private Wealth sold 8,700 Altria Group shares in Q1 2026, an estimated $560K.
  • Altria Group made up 1.99% of Inlet Private Wealth's portfolio in Q1 2026, its #14 holding.
  • Inlet Private Wealth first reported a position in Altria Group in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Altria Group position peaked at $10.8M in Q1 2022.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.