Nadler Financial Group’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 | – | Sell |
-3,471
| Closed | -$200K | – | 147 |
|
|
2025
Q4 | $200K | Buy |
3,471
+11
| +0.3% | +$664 | 0.02% | 138 |
|
|
2025
Q3 | $229K | Buy |
3,460
+12
| +0.3% | +$760 | 0.02% | 124 |
|
|
2025
Q2 | $202K | Buy |
3,448
+11
| +0.3% | +$646 | 0.02% | 128 |
|
|
2025
Q1 | $206K | Buy |
+3,437
| New | +$188K | 0.02% | 118 |
|
|
2023
Q4 | – | Sell |
-5,311
| Closed | -$223K | – | 110 |
|
|
2023
Q3 | $223K | Buy |
5,311
+11
| +0.2% | +$486 | 0.03% | 95 |
|
|
2023
Q2 | $240K | Buy |
5,300
+11
| +0.2% | +$498 | 0.04% | 96 |
|
|
2023
Q1 | $236K | Buy |
5,289
+11
| +0.2% | +$506 | 0.04% | 101 |
|
|
2022
Q4 | $241K | Buy |
5,278
+11
| +0.2% | +$498 | 0.04% | 97 |
|
|
2022
Q3 | $213K | Buy |
5,267
+311
| +6% | +$13.6K | 0.04% | 93 |
|
|
2022
Q2 | $207K | Buy |
4,956
+371
| +8% | +$19.2K | 0.04% | 100 |
|
|
2022
Q1 | $240K | Buy |
+4,585
| New | +$234K | 0.04% | 102 |
|
|
2021
Q4 | – | Sell |
-4,555
| Closed | -$207K | – | 135 |
|
|
2021
Q3 | $207K | Sell |
4,555
-990
| -18% | -$47.8K | 0.03% | 118 |
|
|
2021
Q2 | $264K | Buy |
5,545
+1,113
| +25% | +$54.7K | 0.04% | 106 |
|
|
2021
Q1 | $227K | Buy |
+4,432
| New | +$199K | 0.04% | 113 |
|
|
2019
Q2 | – | Sell |
-3,736
| Closed | -$215K | – | 84 |
|
|
2019
Q1 | $215K | Buy |
+3,736
| New | +$191K | 0.07% | 75 |
|
|
2018
Q4 | – | Sell |
-4,292
| Closed | -$259K | – | 86 |
|
|
2018
Q3 | $259K | Buy |
4,292
+5
| +0.1% | +$297 | 0.07% | 72 |
|
|
2018
Q2 | $243K | Sell |
4,287
-1,002
| -19% | -$57.8K | 0.07% | 75 |
|
|
2018
Q1 | $330K | Sell |
5,289
-1,506
| -22% | -$99.7K | 0.1% | 60 |
|
|
2017
Q4 | $485K | Buy |
6,795
+9
| +0.1% | +$603 | 0.15% | 48 |
|
|
2017
Q3 | $430K | Sell |
6,786
-886
| -12% | -$59.1K | 0.14% | 49 |
|
|
2017
Q2 | $571K | Sell |
7,672
-243
| -3% | -$17.8K | 0.19% | 43 |
|
|
2017
Q1 | $565K | Buy |
7,915
+8
| +0.1% | +$579 | 0.2% | 45 |
|
|
2016
Q4 | $535K | Buy |
7,907
+503
| +7% | +$32.4K | 0.2% | 45 |
|
|
2016
Q3 | $468K | Buy |
7,404
+53
| +0.7% | +$3.52K | 0.18% | 47 |
|
|
2016
Q2 | $507K | Buy |
7,351
+3
| +0% | +$192 | 0.21% | 44 |
|
|
2016
Q1 | $460K | Sell |
7,348
-61
| -0.8% | -$3.69K | 0.2% | 48 |
|
|
2015
Q4 | $431K | Buy |
7,409
+3
| +0% | +$174 | 0.19% | 46 |
|
|
2015
Q3 | $403K | Sell |
7,406
-262
| -3% | -$14K | 0.2% | 45 |
|
|
2015
Q2 | $375K | Sell |
7,668
-641
| -8% | -$32.5K | 0.18% | 51 |
|
|
2015
Q1 | $416K | Sell |
8,309
-963
| -10% | -$51.1K | 0.2% | 46 |
|
|
2014
Q4 | $457K | Buy |
9,272
+577
| +7% | +$28.1K | 0.24% | 45 |
|
|
2014
Q3 | $399K | Buy |
8,695
+2,745
| +46% | +$118K | 0.24% | 42 |
|
|
2014
Q2 | $250K | Sell |
5,950
-691
| -10% | -$27.8K | 0.16% | 54 |
|
|
2014
Q1 | $249K | Buy |
6,641
+44
| +0.7% | +$1.6K | 0.17% | 60 |
|
|
2013
Q4 | $253K | Sell |
6,597
-995
| -13% | -$36.7K | 0.16% | 66 |
|
|
2013
Q3 | $261K | Sell |
7,592
-286
| -4% | -$10.1K | 0.19% | 58 |
|
|
2013
Q2 | $276K | Buy |
+7,878
| New | +$283K | 0.19% | 66 |
|
Other funds holding MO
VCM
VPM
Nadler Financial Group's MO Position: Q1 2026 in Review
Nadler Financial Group sold out of Altria Group (MO) in Q1 2026, closing a stake of 3,471 shares — an estimated $200K sold.
Nadler Financial Group first reported a position in MO in Q2 2013 and held it in 37 quarters. The position peaked at $571K in Q2 2017. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Nadler Financial Group reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
- Nadler Financial Group sold 3,471 Altria Group shares in Q1 2026, an estimated $200K.
- Nadler Financial Group first reported a position in Altria Group in Q2 2013 and held it in 37 quarters.
- Nadler Financial Group's Altria Group position peaked at $571K in Q2 2017.
- 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Nadler Financial Group's 13F filing for Q1 2026, filed 4 May 2026.