Loring Wolcott & Coolidge Fiduciary Advisors’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 | $1.4M | Buy |
19,403
+8,945
| +86% | +$624K | 0.01% | 148 |
|
|
2026
Q1 | $705K | Hold |
10,458
| – | – | 0.01% | 200 |
|
|
2025
Q4 | $665K | Hold |
10,458
| – | – | 0.01% | 210 |
|
|
2025
Q3 | $675K | Hold |
10,458
| – | – | 0.01% | 209 |
|
|
2025
Q2 | $613K | Hold |
10,458
| – | – | 0.01% | 195 |
|
|
2025
Q1 | $612K | Hold |
10,458
| – | – | 0.01% | 190 |
|
|
2024
Q4 | $559K | Hold |
10,458
| – | – | ﹤0.01% | 207 |
|
|
2024
Q3 | $522K | Sell |
10,458
-250
| -2% | -$12.6K | ﹤0.01% | 213 |
|
|
2024
Q2 | $514K | Hold |
10,708
| – | – | ﹤0.01% | 202 |
|
|
2024
Q1 | $456K | Hold |
10,708
| – | – | ﹤0.01% | 206 |
|
|
2023
Q4 | $430K | Hold |
10,708
| – | – | ﹤0.01% | 213 |
|
|
2023
Q3 | $435K | Sell |
10,708
-1,235
| -10% | -$54.6K | ﹤0.01% | 206 |
|
|
2023
Q2 | $541K | Sell |
11,943
-600
| -5% | -$27.2K | 0.01% | 198 |
|
|
2023
Q1 | $560K | Sell |
12,543
-6,225
| -33% | -$286K | 0.01% | 194 |
|
|
2022
Q4 | $858K | Sell |
18,768
-1,922
| -9% | -$87.1K | 0.01% | 160 |
|
|
2022
Q3 | $835K | Sell |
20,690
-28
| -0.1% | -$1.22K | 0.01% | 157 |
|
|
2022
Q2 | $865K | Buy |
20,718
+360
| +2% | +$18.6K | 0.01% | 163 |
|
|
2022
Q1 | $1.06M | Sell |
20,358
-2,977
| -13% | -$152K | 0.01% | 157 |
|
|
2021
Q4 | $1.11M | Hold |
23,335
| – | – | 0.01% | 167 |
|
|
2021
Q3 | $1.06M | Buy |
23,335
+541
| +2% | +$26.1K | 0.01% | 161 |
|
|
2021
Q2 | $1.09M | Sell |
22,794
-282
| -1% | -$13.9K | 0.01% | 168 |
|
|
2021
Q1 | $1.18M | Buy |
23,076
+668
| +3% | +$29.9K | 0.01% | 149 |
|
|
2020
Q4 | $919K | Buy |
22,408
+968
| +5% | +$38.9K | 0.01% | 162 |
|
|
2020
Q3 | $828K | Sell |
21,440
-661
| -3% | -$27.5K | 0.01% | 155 |
|
|
2020
Q2 | $867K | Hold |
22,101
| – | – | 0.01% | 143 |
|
|
2020
Q1 | $855K | Sell |
22,101
-2,404
| -10% | -$107K | 0.01% | 135 |
|
|
2019
Q4 | $1.22M | Sell |
24,505
-1,805
| -7% | -$85.1K | 0.02% | 142 |
|
|
2019
Q3 | $1.08M | Buy |
26,310
+1,325
| +5% | +$60.9K | 0.02% | 150 |
|
|
2019
Q2 | $1.18M | Sell |
24,985
-1,829
| -7% | -$95.8K | 0.02% | 143 |
|
|
2019
Q1 | $1.54M | Sell |
26,814
-4,030
| -13% | -$206K | 0.02% | 129 |
|
|
2018
Q4 | $1.52M | Sell |
30,844
-759
| -2% | -$44K | 0.03% | 127 |
|
|
2018
Q3 | $1.91M | Sell |
31,603
-355
| -1% | -$21.1K | 0.03% | 128 |
|
|
2018
Q2 | $1.81M | Hold |
31,958
| – | – | 0.03% | 129 |
|
|
2018
Q1 | $1.99M | Sell |
31,958
-780
| -2% | -$51.7K | 0.04% | 125 |
|
|
2017
Q4 | $2.34M | Buy |
32,738
+1,279
| +4% | +$85.7K | 0.04% | 117 |
|
|
2017
Q3 | $2M | Buy |
31,459
+425
| +1% | +$28.3K | 0.04% | 121 |
|
|
2017
Q2 | $2.02M | Buy |
31,034
+403
| +1% | +$29.5K | 0.04% | 118 |
|
|
2017
Q1 | $2.19M | Sell |
30,631
-145
| -0.5% | -$10.5K | 0.05% | 114 |
|
|
2016
Q4 | $2.08M | Hold |
30,776
| – | – | 0.05% | 115 |
|
|
2016
Q3 | $1.95M | Sell |
30,776
-145
| -0.5% | -$9.64K | 0.04% | 116 |
|
|
2016
Q2 | $2.13M | Buy |
30,921
+3,800
| +14% | +$243K | 0.05% | 115 |
|
|
2016
Q1 | $1.7M | Hold |
27,121
| – | – | 0.04% | 120 |
|
|
2015
Q4 | $1.58M | Buy |
27,121
+1,250
| +5% | +$72.4K | 0.04% | 127 |
|
|
2015
Q3 | $1.26M | Hold |
25,871
| – | – | 0.03% | 144 |
|
|
2015
Q2 | $1.26M | Sell |
25,871
-125
| -0.5% | -$6.34K | 0.03% | 144 |
|
|
2015
Q1 | $1.3M | Sell |
25,996
-1,550
| -6% | -$82.3K | 0.03% | 142 |
|
|
2014
Q4 | $1.36M | Buy |
27,546
+1,071
| +4% | +$52.2K | 0.03% | 135 |
|
|
2014
Q3 | $1.22M | Buy |
26,475
+4,145
| +19% | +$178K | 0.03% | 134 |
|
|
2014
Q2 | $937K | Buy |
22,330
+6,180
| +38% | +$249K | 0.03% | 152 |
|
|
2014
Q1 | $604K | Buy |
16,150
+2,556
| +19% | +$92.9K | 0.02% | 177 |
|
|
2013
Q4 | $522K | Buy |
13,594
+3,720
| +38% | +$137K | 0.01% | 186 |
|
|
2013
Q3 | $339K | Hold |
9,874
| – | – | 0.01% | 207 |
|
|
2013
Q2 | $345K | Buy |
+9,874
| New | +$355K | 0.01% | 215 |
|
Other funds holding MO
SLAM
Loring Wolcott & Coolidge Fiduciary Advisors's MO Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its Altria Group (MO) stake by 86% in Q2 2026, buying an estimated $624K and bringing the position to 19,403 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #148.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.34M in Q4 2017. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 19,403 shares of Altria Group worth $1.4M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 8,945 Altria Group shares in Q2 2026, an estimated $624K.
- Altria Group made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #148 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's Altria Group position peaked at $2.34M in Q4 2017.
- 1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.