Northwest Wealth Management’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 | $343K | Buy |
4,769
+80
| +2% | +$5.58K | 0.05% | 181 |
|
|
2026
Q1 | $309K | Sell |
4,689
-487
| -9% | -$31.3K | 0.05% | 181 |
|
|
2025
Q4 | $298K | Buy |
5,176
+5
| +0.1% | +$302 | 0.05% | 187 |
|
|
2025
Q3 | $342K | Buy |
5,171
+486
| +10% | +$30.8K | 0.06% | 141 |
|
|
2025
Q2 | $275K | Buy |
4,685
+18
| +0.4% | +$1.06K | 0.05% | 158 |
|
|
2025
Q1 | $280K | Sell |
4,667
-186
| -4% | -$10.2K | 0.06% | 143 |
|
|
2024
Q4 | $254K | Buy |
4,853
+47
| +1% | +$2.5K | 0.05% | 139 |
|
|
2024
Q3 | $245K | Buy |
4,806
+15
| +0.3% | +$758 | 0.06% | 142 |
|
|
2024
Q2 | $218K | Sell |
4,791
-159
| -3% | -$7.05K | 0.06% | 154 |
|
|
2024
Q1 | $216K | Buy |
+4,950
| New | +$205K | 0.06% | 158 |
|
|
2023
Q3 | – | Sell |
-4,585
| Closed | -$208K | – | 155 |
|
|
2023
Q2 | $208K | Buy |
+4,585
| New | +$208K | 0.08% | 141 |
|
|
2021
Q3 | – | Sell |
-5,519
| Closed | -$263K | – | 127 |
|
|
2021
Q2 | $263K | Buy |
+5,519
| New | +$271K | 0.14% | 105 |
|
|
2021
Q1 | – | Sell |
-5,402
| Closed | -$222K | – | 110 |
|
|
2020
Q4 | $222K | Buy |
5,402
+148
| +3% | +$5.94K | 0.15% | 101 |
|
|
2020
Q3 | $203K | Buy |
5,254
+46
| +0.9% | +$1.91K | 0.17% | 95 |
|
|
2020
Q2 | $204K | Sell |
5,208
-321
| -6% | -$12.5K | 0.18% | 94 |
|
|
2020
Q1 | $214K | Sell |
5,529
-529
| -9% | -$23.5K | 0.22% | 83 |
|
|
2019
Q4 | $302K | Sell |
6,058
-795
| -12% | -$37.5K | 0.28% | 75 |
|
|
2019
Q3 | $280K | Sell |
6,853
-315
| -4% | -$14.5K | 0.23% | 95 |
|
|
2019
Q2 | $339K | Sell |
7,168
-276
| -4% | -$14.5K | 0.27% | 86 |
|
|
2019
Q1 | $428K | Sell |
7,444
-24
| -0.3% | -$1.23K | 0.32% | 68 |
|
|
2018
Q4 | $369K | Buy |
7,468
+706
| +10% | +$40.9K | 0.31% | 72 |
|
|
2018
Q3 | $408K | Buy |
6,762
+18
| +0.3% | +$1.07K | 0.31% | 69 |
|
|
2018
Q2 | $383K | Sell |
6,744
-796
| -11% | -$45.9K | 0.29% | 69 |
|
|
2018
Q1 | $470K | Buy |
7,540
+1,213
| +19% | +$80.3K | 0.35% | 64 |
|
|
2017
Q4 | $452K | Buy |
6,327
+15
| +0.2% | +$1K | 0.37% | 60 |
|
|
2017
Q3 | $400K | Sell |
6,312
-1,517
| -19% | -$101K | 0.56% | 42 |
|
|
2017
Q2 | $583K | Sell |
7,829
-93
| -1% | -$6.8K | 0.53% | 44 |
|
|
2017
Q1 | $566K | Buy |
7,922
+703
| +10% | +$50.9K | 0.52% | 46 |
|
|
2016
Q4 | $488K | Buy |
+7,219
| New | +$465K | 0.5% | 46 |
|
Other funds holding MO
Northwest Wealth Management's MO Position: Q2 2026 in Review
Northwest Wealth Management increased its Altria Group (MO) stake by 1.7% in Q2 2026, buying an estimated $5.58K and bringing the position to 4,769 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #181.
Northwest Wealth Management first reported a position in MO in Q4 2016 and has held it in 29 quarters since. The position peaked at $583K in Q2 2017. 2,570 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Northwest Wealth Management held 4,769 shares of Altria Group worth $343K as of Q2 2026.
- Northwest Wealth Management bought 80 Altria Group shares in Q2 2026, an estimated $5.58K.
- Altria Group made up 0.05% of Northwest Wealth Management's portfolio in Q2 2026, its #181 holding.
- Northwest Wealth Management first reported a position in Altria Group in Q4 2016 and has held it in 29 quarters since.
- Northwest Wealth Management's Altria Group position peaked at $583K in Q2 2017.
- 2,570 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.