Salem Investment Counselors’s Altria Group MO Stock Holding History

Salem Investment Counselors’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.85M	Sell	25,345 -955	-4%	-$66.7K	0.05%	177
2026 Q1	$1.76M	Sell	26,300 -729	-3%	-$46.9K	0.05%	170
2025 Q4	$1.59M	Sell	27,029 -3,966	-13%	-$239K	0.04%	172
2025 Q3	$2.08M	Sell	30,995 -1,118	-3%	-$70.8K	0.06%	153
2025 Q2	$1.92M	Sell	32,113 -52	-0.2%	-$3.05K	0.06%	158
2025 Q1	$1.96M	Sell	32,165 -243	-0.7%	-$13.3K	0.07%	149
2024 Q4	$1.73M	Sell	32,408 -667	-2%	-$35.5K	0.06%	163
2024 Q3	$1.72M	Buy	33,075 +939	+3%	+$47.5K	0.05%	162
2024 Q2	$1.49M	Sell	32,136 -2,150	-6%	-$95.4K	0.05%	169
2024 Q1	$1.53M	Sell	34,286 -8,528	-20%	-$354K	0.05%	165
2023 Q4	$1.76M	Sell	42,814 -5,984	-12%	-$247K	0.06%	142
2023 Q3	$2.1M	Sell	48,798 -1,091	-2%	-$48.2K	0.08%	126
2023 Q2	$2.3M	Sell	49,889 -3,697	-7%	-$167K	0.08%	125
2023 Q1	$2.43M	Buy	53,586 +2,049	+4%	+$94.2K	0.1%	120
2022 Q4	$2.4M	Sell	51,537 -203	-0.4%	-$9.2K	0.1%	118
2022 Q3	$2.13M	Buy	51,740 +283	+0.5%	+$12.3K	0.1%	122
2022 Q2	$2.19M	Buy	51,457 +68	+0.1%	+$3.52K	0.1%	123
2022 Q1	$2.69M	Sell	51,389 -28,180	-35%	-$1.44M	0.11%	116
2021 Q4	$3.77M	Buy	79,569 +1,036	+1%	+$47.5K	0.13%	96
2021 Q3	$3.58M	Buy	78,533 +400	+0.5%	+$19.3K	0.2%	96
2021 Q2	$3.73M	Buy	78,133 +28,405	+57%	+$1.4M	0.21%	95
2021 Q1	$2.54M	Sell	49,728 -1,646	-3%	-$73.8K	0.16%	110
2020 Q4	$2.11M	Buy	51,374 +2,339	+5%	+$93.9K	0.14%	117
2020 Q3	$1.9M	Buy	49,035 +650	+1%	+$27.1K	0.14%	108
2020 Q2	$1.9M	Sell	48,385 -2,391	-5%	-$93.3K	0.16%	103
2020 Q1	$1.96M	Sell	50,776 -4,368	-8%	-$194K	0.2%	93
2019 Q4	$2.75M	Buy	55,144 +165	+0.3%	+$7.78K	0.23%	93
2019 Q3	$2.25M	Sell	54,979 -620	-1%	-$28.5K	0.21%	104
2019 Q2	$2.63M	Buy	55,599 +28,050	+102%	+$1.47M	0.24%	94
2019 Q1	$1.66M	Buy	27,549 +50	+0.2%	+$2.56K	0.17%	100
2018 Q4	$1.36M	Sell	27,499 -50	-0.2%	-$2.9K	0.17%	94
2018 Q3	$1.66M	Sell	27,549 -1,052	-4%	-$62.5K	0.17%	100
2018 Q2	$1.62M	Buy	28,601 +1,501	+6%	+$86.6K	0.15%	98
2018 Q1	$1.67M	Buy	27,100 +1	+0%	+$66	0.19%	96
2017 Q4	$1.94M	Sell	27,099 -9	-0%	-$603	0.21%	89
2017 Q3	$1.71M	Sell	27,108 -9,499	-26%	-$633K	0.2%	93
2017 Q2	$2.73M	Buy	36,607 +14,875	+68%	+$1.09M	0.32%	70
2017 Q1	$1.55M	Buy	21,732 +1,583	+8%	+$115K	0.17%	118
2016 Q4	$1.36M	Sell	20,149 -6,906	-26%	-$445K	0.16%	112
2016 Q3	$17.1K	Buy	27,055 +1	+0%	+$66	0.22%	96
2016 Q2	$1.87M	Sell	27,054 -204	-0.7%	-$13.1K	0.22%	98
2016 Q1	$1.71M	Sell	27,258 -519	-2%	-$31.4K	0.21%	100
2015 Q4	$1.62M	Sell	27,777 -680	-2%	-$39.4K	0.2%	103
2015 Q3	$1.53M	Sell	28,457 -104	-0.4%	-$5.58K	0.2%	104
2015 Q2	$1.4M	Buy	28,561 +630	+2%	+$31.9K	0.17%	118
2015 Q1	$1.4M	Sell	27,931 -5,728	-17%	-$304K	0.17%	120
2014 Q4	$1.66M	Buy	33,659 +300	+0.9%	+$14.6K	0.2%	109
2014 Q3	$1.53M	Buy	33,359 +375	+1%	+$16.1K	0.18%	114
2014 Q2	$1.38M	Sell	32,984 -235	-0.7%	-$9.45K	0.17%	124
2014 Q1	$1.24M	Hold	33,219	–	–	0.15%	128
2013 Q4	$1.27M	Sell	33,219 -3,200	-9%	-$118K	0.17%	124
2013 Q3	$1.25M	Buy	36,419 +300	+0.8%	+$10.6K	0.17%	123
2013 Q2	$1.26M	Buy	+36,119	New	+$1.3M	0.18%	110

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Salem Investment Counselors's MO Position: Q2 2026 in Review

Salem Investment Counselors reduced its Altria Group (MO) stake by 3.6% in Q2 2026, selling an estimated $66.7K and leaving 25,345 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #177.

Salem Investment Counselors first reported a position in MO in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.77M in Q4 2021. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Salem Investment Counselors held 25,345 shares of Altria Group worth $1.85M as of Q2 2026.
Salem Investment Counselors sold 955 Altria Group shares in Q2 2026, an estimated $66.7K.
Altria Group made up 0.05% of Salem Investment Counselors's portfolio in Q2 2026, its #177 holding.
Salem Investment Counselors first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
Salem Investment Counselors's Altria Group position peaked at $3.77M in Q4 2021.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.