Ritholtz 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 | $15.6M | Buy |
217,102
+13,593
| +7% | +$949K | 0.23% | 54 |
|
|
2026
Q1 | $13.4M | Buy |
203,509
+16,791
| +9% | +$1.08M | 0.23% | 49 |
|
|
2025
Q4 | $10.8M | Buy |
186,718
+1,274
| +0.7% | +$76.9K | 0.2% | 58 |
|
|
2025
Q3 | $12.3M | Buy |
185,444
+6,067
| +3% | +$384K | 0.24% | 44 |
|
|
2025
Q2 | $10.5M | Buy |
179,377
+14,267
| +9% | +$838K | 0.23% | 48 |
|
|
2025
Q1 | $9.91M | Buy |
165,110
+8,096
| +5% | +$442K | 0.3% | 43 |
|
|
2024
Q4 | $8.21M | Buy |
157,014
+7,089
| +5% | +$378K | 0.24% | 49 |
|
|
2024
Q3 | $7.65M | Buy |
149,925
+9,345
| +7% | +$472K | 0.23% | 55 |
|
|
2024
Q2 | $6.4M | Buy |
140,580
+10,218
| +8% | +$453K | 0.21% | 61 |
|
|
2024
Q1 | $5.69M | Buy |
130,362
+4,292
| +3% | +$178K | 0.2% | 64 |
|
|
2023
Q4 | $5.09M | Buy |
126,070
+76,932
| +157% | +$3.18M | 0.2% | 62 |
|
|
2023
Q3 | $2.07M | Sell |
49,138
-105,024
| -68% | -$4.64M | 0.09% | 136 |
|
|
2023
Q2 | $6.98M | Sell |
154,162
-19,850
| -11% | -$899K | 0.31% | 41 |
|
|
2023
Q1 | $7.76M | Buy |
174,012
+121,599
| +232% | +$5.59M | 0.39% | 32 |
|
|
2022
Q4 | $2.4M | Sell |
52,413
-2,947
| -5% | -$133K | 0.13% | 109 |
|
|
2022
Q3 | $2.23M | Buy |
55,360
+30,195
| +120% | +$1.32M | 0.12% | 122 |
|
|
2022
Q2 | $1.05M | Sell |
25,165
-255
| -1% | -$13.2K | 0.07% | 175 |
|
|
2022
Q1 | $1.33M | Buy |
25,420
+8,554
| +51% | +$436K | 0.09% | 137 |
|
|
2021
Q4 | $799K | Sell |
16,866
-293
| -2% | -$13.4K | 0.05% | 207 |
|
|
2021
Q3 | $781K | Sell |
17,159
-1,629
| -9% | -$78.7K | 0.05% | 183 |
|
|
2021
Q2 | $896K | Buy |
18,788
+2,913
| +18% | +$143K | 0.06% | 162 |
|
|
2021
Q1 | $812K | Buy |
15,875
+4,398
| +38% | +$197K | 0.07% | 135 |
|
|
2020
Q4 | $471K | Sell |
11,477
-1,798
| -14% | -$72.2K | 0.05% | 174 |
|
|
2020
Q3 | $513K | Buy |
13,275
+6,694
| +102% | +$279K | 0.06% | 129 |
|
|
2020
Q2 | $258K | Buy |
+6,581
| New | +$257K | 0.03% | 198 |
|
|
2020
Q1 | – | Sell |
-5,883
| Closed | -$294K | – | 196 |
|
|
2019
Q4 | $294K | Buy |
+5,883
| New | +$277K | 0.04% | 116 |
|
|
2018
Q3 | – | Sell |
-4,147
| Closed | -$236K | – | 117 |
|
|
2018
Q2 | $236K | Buy |
4,147
+36
| +0.9% | +$2.08K | 0.06% | 100 |
|
|
2018
Q1 | $256K | Sell |
4,111
-5,524
| -57% | -$366K | 0.07% | 94 |
|
|
2017
Q4 | $688K | Buy |
9,635
+1,715
| +22% | +$115K | 0.2% | 58 |
|
|
2017
Q3 | $502K | Buy |
7,920
+22
| +0.3% | +$1.47K | 0.19% | 40 |
|
|
2017
Q2 | $588K | Buy |
+7,898
| New | +$578K | 0.25% | 37 |
|
|
2016
Q4 | $568K | Buy |
+8,395
| New | +$541K | 0.29% | 38 |
|
Other funds holding MO
Ritholtz Wealth Management's MO Position: Q2 2026 in Review
Ritholtz Wealth Management increased its Altria Group (MO) stake by 6.7% in Q2 2026, buying an estimated $949K and bringing the position to 217,102 shares worth $15.6M. The position accounts for 0.23% of the portfolio, ranked #54.
Ritholtz Wealth Management first reported a position in MO in Q4 2016 and has held it in 32 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Ritholtz Wealth Management held 217,102 shares of Altria Group worth $15.6M as of Q2 2026.
- Ritholtz Wealth Management bought 13,593 Altria Group shares in Q2 2026, an estimated $949K.
- Altria Group made up 0.23% of Ritholtz Wealth Management's portfolio in Q2 2026, its #54 holding.
- Ritholtz Wealth Management first reported a position in Altria Group in Q4 2016 and has held it in 32 quarters since.
- 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.