Lynch & Associates’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 | $2.12M | Buy |
29,424
+335
| +1% | +$23.4K | 0.37% | 68 |
|
|
2026
Q1 | $1.92M | Sell |
29,089
-286
| -1% | -$18.4K | 0.36% | 66 |
|
|
2025
Q4 | $1.69M | Sell |
29,375
-1,338
| -4% | -$80.8K | 0.32% | 66 |
|
|
2025
Q3 | $2.03M | Sell |
30,713
-305
| -1% | -$19.3K | 0.39% | 58 |
|
|
2025
Q2 | $1.82M | Buy |
31,018
+871
| +3% | +$51.2K | 0.37% | 62 |
|
|
2025
Q1 | $1.81M | Sell |
30,147
-1,280
| -4% | -$69.9K | 0.39% | 62 |
|
|
2024
Q4 | $1.64M | Buy |
31,427
+1,914
| +6% | +$102K | 0.36% | 64 |
|
|
2024
Q3 | $1.51M | Buy |
29,513
+850
| +3% | +$43K | 0.32% | 68 |
|
|
2024
Q2 | $1.31M | Sell |
28,663
-486
| -2% | -$21.6K | 0.29% | 69 |
|
|
2024
Q1 | $1.27M | Sell |
29,149
-2,090
| -7% | -$86.7K | 0.29% | 70 |
|
|
2023
Q4 | $1.26M | Sell |
31,239
-317
| -1% | -$13.1K | 0.31% | 65 |
|
|
2023
Q3 | $1.33M | Sell |
31,556
-830
| -3% | -$36.7K | 0.35% | 61 |
|
|
2023
Q2 | $1.47M | Sell |
32,386
-339
| -1% | -$15.4K | 0.38% | 57 |
|
|
2023
Q1 | $1.46M | Sell |
32,725
-111
| -0.3% | -$5.1K | 0.38% | 56 |
|
|
2022
Q4 | $1.5M | Buy |
32,836
+920
| +3% | +$41.7K | 0.39% | 56 |
|
|
2022
Q3 | $1.29M | Sell |
31,916
-413
| -1% | -$18K | 0.38% | 59 |
|
|
2022
Q2 | $1.35M | Buy |
32,329
+1,089
| +3% | +$56.4K | 0.37% | 58 |
|
|
2022
Q1 | $1.63M | Buy |
31,240
+3,099
| +11% | +$158K | 0.4% | 57 |
|
|
2021
Q4 | $1.33M | Sell |
28,141
-1,461
| -5% | -$67K | 0.31% | 63 |
|
|
2021
Q3 | $1.35M | Buy |
29,602
+120
| +0.4% | +$5.8K | 0.35% | 63 |
|
|
2021
Q2 | $1.41M | Sell |
29,482
-1,761
| -6% | -$86.5K | 0.36% | 63 |
|
|
2021
Q1 | $1.6M | Sell |
31,243
-1,058
| -3% | -$47.4K | 0.43% | 56 |
|
|
2020
Q4 | $1.32M | Sell |
32,301
-2,662
| -8% | -$107K | 0.36% | 57 |
|
|
2020
Q3 | $1.35M | Buy |
34,963
+2,204
| +7% | +$91.7K | 0.4% | 52 |
|
|
2020
Q2 | $1.29M | Buy |
32,759
+641
| +2% | +$25K | 0.42% | 54 |
|
|
2020
Q1 | $1.24M | Buy |
32,118
+576
| +2% | +$25.6K | 0.46% | 49 |
|
|
2019
Q4 | $1.57M | Sell |
31,542
-3,554
| -10% | -$168K | 0.45% | 50 |
|
|
2019
Q3 | $1.44M | Sell |
35,096
-547
| -2% | -$25.2K | 0.44% | 49 |
|
|
2019
Q2 | $1.69M | Sell |
35,643
-1,147
| -3% | -$60.1K | 0.55% | 47 |
|
|
2019
Q1 | $2.11M | Buy |
36,790
+1,432
| +4% | +$73.2K | 0.7% | 45 |
|
|
2018
Q4 | $1.75M | Buy |
35,358
+2,649
| +8% | +$153K | 0.65% | 46 |
|
|
2018
Q3 | $1.97M | Buy |
32,709
+3,967
| +14% | +$236K | 0.67% | 46 |
|
|
2018
Q2 | $1.63M | Sell |
28,742
-414
| -1% | -$23.9K | 0.59% | 48 |
|
|
2018
Q1 | $1.82M | Buy |
29,156
+886
| +3% | +$58.7K | 0.69% | 45 |
|
|
2017
Q4 | $2.02M | Sell |
28,270
-44
| -0.2% | -$2.95K | 0.76% | 46 |
|
|
2017
Q3 | $1.8M | Sell |
28,314
-599
| -2% | -$39.9K | 0.71% | 47 |
|
|
2017
Q2 | $2.15M | Buy |
28,913
+1,076
| +4% | +$78.7K | 0.85% | 42 |
|
|
2017
Q1 | $1.99M | Sell |
27,837
-701
| -2% | -$50.7K | 0.81% | 42 |
|
|
2016
Q4 | $1.93M | Sell |
28,538
-65
| -0.2% | -$4.19K | 0.81% | 40 |
|
|
2016
Q3 | $1.81M | Buy |
28,603
+852
| +3% | +$56.6K | 0.8% | 43 |
|
|
2016
Q2 | $1.91M | Buy |
27,751
+856
| +3% | +$54.8K | 0.86% | 39 |
|
|
2016
Q1 | $1.69M | Buy |
26,895
+390
| +1% | +$23.6K | 0.8% | 44 |
|
|
2015
Q4 | $1.54M | Buy |
26,505
+577
| +2% | +$33.4K | 0.79% | 42 |
|
|
2015
Q3 | $1.41M | Buy |
25,928
+1,626
| +7% | +$87.2K | 0.78% | 43 |
|
|
2015
Q2 | $1.19M | Buy |
24,302
+702
| +3% | +$35.6K | 0.62% | 51 |
|
|
2015
Q1 | $1.18M | Buy |
23,600
+77
| +0.3% | +$4.09K | 0.62% | 51 |
|
|
2014
Q4 | $1.16M | Buy |
23,523
+1
| +0% | +$49 | 0.62% | 47 |
|
|
2014
Q3 | $1.08M | Sell |
23,522
-23
| -0.1% | -$985 | 0.61% | 48 |
|
|
2014
Q2 | $987K | Sell |
23,545
-398
| -2% | -$16K | 0.56% | 50 |
|
|
2014
Q1 | $896K | Sell |
23,943
-648
| -3% | -$23.5K | 0.53% | 52 |
|
|
2013
Q4 | $944K | Sell |
24,591
-80
| -0.3% | -$2.95K | 0.56% | 49 |
|
|
2013
Q3 | $847K | Buy |
24,671
+152
| +0.6% | +$5.36K | 0.57% | 48 |
|
|
2013
Q2 | $858K | Buy |
+24,519
| New | +$881K | 0.59% | 49 |
|
Other funds holding MO
Lynch & Associates's MO Position: Q2 2026 in Review
Lynch & Associates increased its Altria Group (MO) stake by 1.2% in Q2 2026, buying an estimated $23.4K and bringing the position to 29,424 shares worth $2.12M. The position accounts for 0.37% of the portfolio, ranked #68.
Lynch & Associates first reported a position in MO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.15M in Q2 2017. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Lynch & Associates held 29,424 shares of Altria Group worth $2.12M as of Q2 2026.
- Lynch & Associates bought 335 Altria Group shares in Q2 2026, an estimated $23.4K.
- Altria Group made up 0.37% of Lynch & Associates's portfolio in Q2 2026, its #68 holding.
- Lynch & Associates first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
- Lynch & Associates's Altria Group position peaked at $2.15M in Q2 2017.
- 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.