Integrated Wealth Concepts’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 | $8.14M | Buy |
123,318
+67,243
| +120% | +$4.33M | 0.06% | 280 |
|
|
2025
Q4 | $3.23M | Sell |
56,075
-43,194
| -44% | -$2.61M | 0.04% | 410 |
|
|
2025
Q3 | $6.56M | Buy |
99,269
+1,790
| +2% | +$113K | 0.06% | 305 |
|
|
2025
Q2 | $5.72M | Buy |
97,479
+4,116
| +4% | +$242K | 0.06% | 308 |
|
|
2025
Q1 | $5.6M | Buy |
93,363
+562
| +0.6% | +$30.7K | 0.07% | 289 |
|
|
2024
Q4 | $4.85M | Buy |
92,801
+4,701
| +5% | +$250K | 0.06% | 304 |
|
|
2024
Q3 | $4.5M | Buy |
88,100
+3,389
| +4% | +$171K | 0.05% | 315 |
|
|
2024
Q2 | $3.86M | Buy |
84,711
+2,539
| +3% | +$113K | 0.05% | 323 |
|
|
2024
Q1 | $3.58M | Buy |
82,172
+7,581
| +10% | +$314K | 0.05% | 339 |
|
|
2023
Q4 | $3.01M | Buy |
74,591
+322
| +0.4% | +$13.3K | 0.05% | 348 |
|
|
2023
Q3 | $3.12M | Buy |
74,269
+12,986
| +21% | +$574K | 0.06% | 315 |
|
|
2023
Q2 | $2.78M | Buy |
61,283
+2,904
| +5% | +$132K | 0.05% | 348 |
|
|
2023
Q1 | $2.6M | Buy |
58,379
+32,681
| +127% | +$1.5M | 0.05% | 326 |
|
|
2022
Q4 | $1.18M | Sell |
25,698
-188
| -0.7% | -$8.52K | 0.03% | 435 |
|
|
2022
Q3 | $1.04M | Buy |
25,886
+1,389
| +6% | +$60.6K | 0.03% | 414 |
|
|
2022
Q2 | $1.02M | Sell |
24,497
-4,187
| -15% | -$217K | 0.03% | 424 |
|
|
2022
Q1 | $1.5M | Sell |
28,684
-1,116
| -4% | -$56.8K | 0.05% | 306 |
|
|
2021
Q4 | $1.41M | Sell |
29,800
-5,833
| -16% | -$267K | 0.04% | 329 |
|
|
2021
Q3 | $1.62M | Buy |
35,633
+77
| +0.2% | +$3.72K | 0.05% | 277 |
|
|
2021
Q2 | $1.7M | Buy |
35,556
+7,681
| +28% | +$377K | 0.06% | 244 |
|
|
2021
Q1 | $1.43M | Buy |
27,875
+3,352
| +14% | +$150K | 0.06% | 240 |
|
|
2020
Q4 | $1M | Buy |
24,523
+2,990
| +14% | +$120K | 0.05% | 255 |
|
|
2020
Q3 | $832K | Buy |
21,533
+6,294
| +41% | +$262K | 0.05% | 246 |
|
|
2020
Q2 | $598K | Sell |
15,239
-433
| -3% | -$16.9K | 0.04% | 250 |
|
|
2020
Q1 | $606K | Sell |
15,672
-3,512
| -18% | -$156K | 0.06% | 199 |
|
|
2019
Q4 | $957K | Buy |
19,184
+3,739
| +24% | +$176K | 0.08% | 161 |
|
|
2019
Q3 | $632K | Sell |
15,445
-1,194
| -7% | -$54.9K | 0.07% | 176 |
|
|
2019
Q2 | $788K | Buy |
16,639
+1,076
| +7% | +$56.4K | 0.1% | 133 |
|
|
2019
Q1 | $894K | Buy |
15,563
+6,677
| +75% | +$341K | 0.15% | 117 |
|
|
2018
Q4 | $439K | Buy |
8,886
+255
| +3% | +$14.8K | 0.12% | 136 |
|
|
2018
Q3 | $521K | Sell |
8,631
-847
| -9% | -$50.3K | 0.16% | 113 |
|
|
2018
Q2 | $530K | Buy |
9,478
+52
| +0.6% | +$3K | 0.18% | 106 |
|
|
2018
Q1 | $570K | Buy |
9,426
+51
| +0.5% | +$3.38K | 0.23% | 90 |
|
|
2017
Q4 | $659K | Buy |
+9,375
| New | +$628K | 0.28% | 75 |
|
Other funds holding MO
VCM
VPM
Integrated Wealth Concepts's MO Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Altria Group (MO) stake by 120% in Q1 2026, buying an estimated $4.33M and bringing the position to 123,318 shares worth $8.14M. The position accounts for 0.06% of the portfolio, ranked #280.
Integrated Wealth Concepts first reported a position in MO in Q4 2017 and has held it in 34 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Integrated Wealth Concepts held 123,318 shares of Altria Group worth $8.14M as of Q1 2026.
- Integrated Wealth Concepts bought 67,243 Altria Group shares in Q1 2026, an estimated $4.33M.
- Altria Group made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #280 holding.
- Integrated Wealth Concepts first reported a position in Altria Group in Q4 2017 and has held it in 34 quarters since.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.