PDS Planning’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 | $795K | Buy |
12,049
+469
| +4% | +$30.2K | 0.05% | 176 |
|
|
2025
Q4 | $668K | Sell |
11,580
-132
| -1% | -$7.97K | 0.04% | 202 |
|
|
2025
Q3 | $774K | Buy |
11,712
+258
| +2% | +$16.3K | 0.05% | 172 |
|
|
2025
Q2 | $672K | Buy |
11,454
+1,494
| +15% | +$87.7K | 0.05% | 185 |
|
|
2025
Q1 | $598K | Buy |
9,960
+1,041
| +12% | +$56.8K | 0.05% | 182 |
|
|
2024
Q4 | $466K | Buy |
8,919
+150
| +2% | +$7.99K | 0.04% | 204 |
|
|
2024
Q3 | $448K | Buy |
8,769
+115
| +1% | +$5.81K | 0.04% | 215 |
|
|
2024
Q2 | $394K | Buy |
8,654
+893
| +12% | +$39.6K | 0.04% | 211 |
|
|
2024
Q1 | $339K | Sell |
7,761
-861
| -10% | -$35.7K | 0.04% | 231 |
|
|
2023
Q4 | $348K | Sell |
8,622
-1,027
| -11% | -$42.5K | 0.04% | 210 |
|
|
2023
Q3 | $406K | Sell |
9,649
-961
| -9% | -$42.5K | 0.05% | 161 |
|
|
2023
Q2 | $481K | Buy |
10,610
+431
| +4% | +$19.5K | 0.06% | 142 |
|
|
2023
Q1 | $454K | Buy |
10,179
+1,660
| +19% | +$76.3K | 0.06% | 130 |
|
|
2022
Q4 | $389K | Buy |
8,519
+1,311
| +18% | +$59.4K | 0.06% | 124 |
|
|
2022
Q3 | $291K | Sell |
7,208
-646
| -8% | -$28.2K | 0.05% | 134 |
|
|
2022
Q2 | $328K | Buy |
7,854
+374
| +5% | +$19.4K | 0.06% | 128 |
|
|
2022
Q1 | $391K | Buy |
7,480
+343
| +5% | +$17.5K | 0.07% | 120 |
|
|
2021
Q4 | $338K | Sell |
7,137
-880
| -11% | -$40.3K | 0.06% | 126 |
|
|
2021
Q3 | $365K | Buy |
8,017
+910
| +13% | +$44K | 0.08% | 113 |
|
|
2021
Q2 | $339K | Sell |
7,107
-262
| -4% | -$12.9K | 0.08% | 117 |
|
|
2021
Q1 | $377K | Buy |
7,369
+233
| +3% | +$10.4K | 0.11% | 96 |
|
|
2020
Q4 | $293K | Buy |
7,136
+753
| +12% | +$30.2K | 0.1% | 111 |
|
|
2020
Q3 | $247K | Buy |
6,383
+776
| +14% | +$32.3K | 0.1% | 110 |
|
|
2020
Q2 | $220K | Buy |
5,607
+335
| +6% | +$13.1K | 0.1% | 111 |
|
|
2020
Q1 | $204K | Buy |
5,272
+205
| +4% | +$9.1K | 0.13% | 92 |
|
|
2019
Q4 | $253K | Sell |
5,067
-7
| -0.1% | -$330 | 0.16% | 81 |
|
|
2019
Q3 | $208K | Buy |
5,074
+516
| +11% | +$23.7K | 0.14% | 86 |
|
|
2019
Q2 | $216K | Buy |
4,558
+203
| +5% | +$10.6K | 0.16% | 78 |
|
|
2019
Q1 | $250K | Sell |
4,355
-2,937
| -40% | -$150K | 0.19% | 69 |
|
|
2018
Q4 | $360K | Sell |
7,292
-110
| -1% | -$6.37K | 0.31% | 50 |
|
|
2018
Q3 | $446K | Sell |
7,402
-1,455
| -16% | -$86.4K | 0.38% | 44 |
|
|
2018
Q2 | $503K | Sell |
8,857
-287
| -3% | -$16.6K | 0.5% | 40 |
|
|
2018
Q1 | $570K | Sell |
9,144
-130
| -1% | -$8.61K | 0.58% | 37 |
|
|
2017
Q4 | $662K | Buy |
+9,274
| New | +$621K | 0.67% | 33 |
|
Other funds holding MO
VCM
VPM
PDS Planning's MO Position: Q1 2026 in Review
PDS Planning increased its Altria Group (MO) stake by 4.1% in Q1 2026, buying an estimated $30.2K and bringing the position to 12,049 shares worth $795K. The position accounts for 0.05% of the portfolio, ranked #176.
PDS Planning first reported a position in MO in Q4 2017 and has held it in 34 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- PDS Planning held 12,049 shares of Altria Group worth $795K as of Q1 2026.
- PDS Planning bought 469 Altria Group shares in Q1 2026, an estimated $30.2K.
- Altria Group made up 0.05% of PDS Planning's portfolio in Q1 2026, its #176 holding.
- PDS Planning first reported a position in Altria Group in Q4 2017 and has held it in 34 quarters since.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.