Pinnacle Wealth Planning Services’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 | $493K | Buy |
7,474
+120
| +2% | +$7.72K | 0.05% | 213 |
|
|
2025
Q4 | $424K | Buy |
7,354
+89
| +1% | +$5.37K | 0.04% | 240 |
|
|
2025
Q3 | $480K | Sell |
7,265
-107
| -1% | -$6.78K | 0.06% | 220 |
|
|
2025
Q2 | $432K | Buy |
7,372
+1,183
| +19% | +$69.5K | 0.06% | 223 |
|
|
2025
Q1 | $371K | Buy |
6,189
+173
| +3% | +$9.45K | 0.06% | 217 |
|
|
2024
Q4 | $315K | Sell |
6,016
-2,393
| -28% | -$127K | 0.05% | 241 |
|
|
2024
Q3 | $429K | Sell |
8,409
-69
| -0.8% | -$3.49K | 0.06% | 217 |
|
|
2024
Q2 | $386K | Sell |
8,478
-192
| -2% | -$8.52K | 0.06% | 224 |
|
|
2024
Q1 | $378K | Sell |
8,670
-2,409
| -22% | -$99.9K | 0.06% | 241 |
|
|
2023
Q4 | $447K | Sell |
11,079
-978
| -8% | -$40.4K | 0.07% | 191 |
|
|
2023
Q3 | $507K | Sell |
12,057
-109
| -0.9% | -$4.82K | 0.08% | 158 |
|
|
2023
Q2 | $551K | Sell |
12,166
-1,358
| -10% | -$61.5K | 0.09% | 154 |
|
|
2023
Q1 | $603K | Buy |
13,524
+9
| +0.1% | +$414 | 0.1% | 145 |
|
|
2022
Q4 | $618K | Buy |
13,515
+2,162
| +19% | +$97.9K | 0.11% | 129 |
|
|
2022
Q3 | $458K | Buy |
11,353
+3,246
| +40% | +$142K | 0.08% | 155 |
|
|
2022
Q2 | $339K | Sell |
8,107
-1,030
| -11% | -$53.3K | 0.06% | 217 |
|
|
2022
Q1 | $477K | Buy |
9,137
+753
| +9% | +$38.4K | 0.09% | 172 |
|
|
2021
Q4 | $398K | Sell |
8,384
-642
| -7% | -$29.4K | 0.08% | 207 |
|
|
2021
Q3 | $411K | Buy |
9,026
+269
| +3% | +$13K | 0.09% | 177 |
|
|
2021
Q2 | $418K | Buy |
8,757
+105
| +1% | +$5.16K | 0.1% | 168 |
|
|
2021
Q1 | $443K | Buy |
8,652
+1,297
| +18% | +$58.1K | 0.11% | 141 |
|
|
2020
Q4 | $302K | Sell |
7,355
-804
| -10% | -$32.3K | 0.07% | 193 |
|
|
2020
Q3 | $315K | Buy |
8,159
+124
| +2% | +$5.16K | 0.1% | 160 |
|
|
2020
Q2 | $316K | Sell |
8,035
-464
| -5% | -$18.1K | 0.1% | 154 |
|
|
2020
Q1 | $328K | Buy |
8,499
+508
| +6% | +$22.5K | 0.16% | 129 |
|
|
2019
Q4 | $398K | Buy |
7,991
+1,754
| +28% | +$82.7K | 0.19% | 116 |
|
|
2019
Q3 | $255K | Sell |
6,237
-307
| -5% | -$14.1K | 0.14% | 140 |
|
|
2019
Q2 | $310K | Buy |
6,544
+590
| +10% | +$30.9K | 0.19% | 108 |
|
|
2019
Q1 | $342K | Buy |
+5,954
| New | +$304K | 0.23% | 91 |
|
|
2018
Q4 | – | Sell |
-5,714
| Closed | -$345K | – | 176 |
|
|
2018
Q3 | $345K | Buy |
5,714
+237
| +4% | +$14.1K | 0.32% | 104 |
|
|
2018
Q2 | $311K | Buy |
5,477
+98
| +2% | +$5.65K | 0.3% | 107 |
|
|
2018
Q1 | $335K | Buy |
5,379
+3,497
| +186% | +$232K | 0.34% | 103 |
|
|
2017
Q4 | $134K | Buy |
+1,882
| New | +$126K | 0.27% | 71 |
|
Other funds holding MO
VCM
VPM
Pinnacle Wealth Planning Services's MO Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Altria Group (MO) stake by 1.6% in Q1 2026, buying an estimated $7.72K and bringing the position to 7,474 shares worth $493K. The position accounts for 0.05% of the portfolio, ranked #213.
Pinnacle Wealth Planning Services first reported a position in MO in Q4 2017 and has held it in 33 quarters since. The position peaked at $618K in Q4 2022. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Pinnacle Wealth Planning Services held 7,474 shares of Altria Group worth $493K as of Q1 2026.
- Pinnacle Wealth Planning Services bought 120 Altria Group shares in Q1 2026, an estimated $7.72K.
- Altria Group made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #213 holding.
- Pinnacle Wealth Planning Services first reported a position in Altria Group in Q4 2017 and has held it in 33 quarters since.
- Pinnacle Wealth Planning Services's Altria Group position peaked at $618K in Q4 2022.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.