Legacy Private Trust’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 | $2.06M | Sell |
28,675
-2,534
| -8% | -$177K | 0.11% | 126 |
|
|
2026
Q1 | $2.06M | Sell |
31,209
-307
| -1% | -$19.8K | 0.13% | 110 |
|
|
2025
Q4 | $1.82M | Buy |
31,516
+1,794
| +6% | +$108K | 0.11% | 129 |
|
|
2025
Q3 | $1.96M | Buy |
29,722
+2,272
| +8% | +$144K | 0.12% | 121 |
|
|
2025
Q2 | $1.61M | Buy |
27,450
+8,663
| +46% | +$509K | 0.1% | 131 |
|
|
2025
Q1 | $1.13M | Buy |
+18,787
| New | +$1.03M | 0.08% | 151 |
|
|
2019
Q3 | – | Sell |
-8,133
| Closed | -$385K | – | 232 |
|
|
2019
Q2 | $385K | Sell |
8,133
-1,155
| -12% | -$60.5K | 0.04% | 188 |
|
|
2019
Q1 | $534K | Sell |
9,288
-1,010
| -10% | -$51.6K | 0.06% | 160 |
|
|
2018
Q4 | $508K | Sell |
10,298
-1,414
| -12% | -$81.9K | 0.07% | 164 |
|
|
2018
Q3 | $706K | Buy |
11,712
+1,249
| +12% | +$74.1K | 0.08% | 151 |
|
|
2018
Q2 | $594K | Buy |
10,463
+2,124
| +25% | +$122K | 0.07% | 163 |
|
|
2018
Q1 | $520K | Sell |
8,339
-2,800
| -25% | -$185K | 0.06% | 177 |
|
|
2017
Q4 | $795K | Sell |
11,139
-2,186
| -16% | -$146K | 0.09% | 148 |
|
|
2017
Q3 | $845K | Sell |
13,325
-9,100
| -41% | -$607K | 0.1% | 147 |
|
|
2017
Q2 | $1.67M | Sell |
22,425
-60,961
| -73% | -$4.46M | 0.21% | 100 |
|
|
2017
Q1 | $5.96M | Buy |
83,386
+7,068
| +9% | +$512K | 0.77% | 31 |
|
|
2016
Q4 | $5.16M | Sell |
76,318
-26,309
| -26% | -$1.69M | 0.7% | 37 |
|
|
2016
Q3 | $6.49M | Sell |
102,627
-10,713
| -9% | -$712K | 0.88% | 28 |
|
|
2016
Q2 | $7.82M | Buy |
113,340
+43,076
| +61% | +$2.76M | 1.14% | 16 |
|
|
2016
Q1 | $4.4M | Buy |
70,264
+6,989
| +11% | +$423K | 0.66% | 44 |
|
|
2015
Q4 | $3.68M | Buy |
63,275
+26,520
| +72% | +$1.54M | 0.56% | 55 |
|
|
2015
Q3 | $2M | Buy |
36,755
+18,270
| +99% | +$980K | 0.32% | 89 |
|
|
2015
Q2 | $904K | Hold |
18,485
| – | – | 0.14% | 146 |
|
|
2015
Q1 | $925K | Sell |
18,485
-100
| -0.5% | -$5.31K | 0.14% | 148 |
|
|
2014
Q4 | $916K | Sell |
18,585
-620
| -3% | -$30.2K | 0.13% | 153 |
|
|
2014
Q3 | $882K | Sell |
19,205
-2,440
| -11% | -$105K | 0.13% | 152 |
|
|
2014
Q2 | $908K | Buy |
21,645
+12,650
| +141% | +$509K | 0.14% | 144 |
|
|
2014
Q1 | $336K | Buy |
8,995
+165
| +2% | +$6K | 0.06% | 169 |
|
|
2013
Q4 | $339K | Sell |
8,830
-200
| -2% | -$7.38K | 0.06% | 165 |
|
|
2013
Q3 | $310K | Sell |
9,030
-3,070
| -25% | -$108K | 0.07% | 154 |
|
|
2013
Q2 | $423K | Buy |
+12,100
| New | +$435K | 0.1% | 127 |
|
Other funds holding MO
Legacy Private Trust's MO Position: Q2 2026 in Review
Legacy Private Trust reduced its Altria Group (MO) stake by 8.1% in Q2 2026, selling an estimated $177K and leaving 28,675 shares worth $2.06M. The position accounts for 0.11% of the portfolio, ranked #126.
Legacy Private Trust first reported a position in MO in Q2 2013 and has held it in 31 quarters since. The position peaked at $7.82M in Q2 2016. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Legacy Private Trust held 28,675 shares of Altria Group worth $2.06M as of Q2 2026.
- Legacy Private Trust sold 2,534 Altria Group shares in Q2 2026, an estimated $177K.
- Altria Group made up 0.11% of Legacy Private Trust's portfolio in Q2 2026, its #126 holding.
- Legacy Private Trust first reported a position in Altria Group in Q2 2013 and has held it in 31 quarters since.
- Legacy Private Trust's Altria Group position peaked at $7.82M in Q2 2016.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.