Schaper Benz & Wise Investment Counsel’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 | $331K | Buy |
4,598
+1
| +0% | +$70 | 0.02% | 142 |
|
|
2026
Q1 | $303K | Buy |
4,597
+2
| +0% | +$129 | 0.02% | 140 |
|
|
2025
Q4 | $265K | Sell |
4,595
-799
| -15% | -$48.2K | 0.02% | 145 |
|
|
2025
Q3 | $356K | Buy |
5,394
+1
| +0% | +$63 | 0.03% | 131 |
|
|
2025
Q2 | $316K | Sell |
5,393
-13
| -0.2% | -$763 | 0.02% | 132 |
|
|
2025
Q1 | $324K | Buy |
5,406
+329
| +6% | +$18K | 0.03% | 128 |
|
|
2024
Q4 | $265K | Buy |
5,077
+315
| +7% | +$16.8K | 0.02% | 138 |
|
|
2024
Q3 | $243K | Buy |
4,762
+2
| +0% | +$101 | 0.02% | 140 |
|
|
2024
Q2 | $217K | Sell |
4,760
-1,263
| -21% | -$56K | 0.02% | 138 |
|
|
2024
Q1 | $263K | Buy |
+6,023
| New | +$250K | 0.02% | 129 |
|
|
2023
Q4 | – | Sell |
-4,756
| Closed | -$200K | – | 135 |
|
|
2023
Q3 | $200K | Buy |
4,756
+1
| +0% | +$44 | 0.02% | 130 |
|
|
2023
Q2 | $215K | Buy |
4,755
+1
| +0% | +$45 | 0.02% | 131 |
|
|
2023
Q1 | $212K | Buy |
4,754
+1
| +0% | +$46 | 0.02% | 134 |
|
|
2022
Q4 | $217K | Buy |
+4,753
| New | +$215K | 0.02% | 129 |
|
|
2022
Q2 | – | Sell |
-4,625
| Closed | -$242K | – | 150 |
|
|
2022
Q1 | $242K | Buy |
4,625
+1
| +0% | +$51 | 0.02% | 138 |
|
|
2021
Q4 | $219K | Buy |
4,624
+50
| +1% | +$2.29K | 0.02% | 144 |
|
|
2021
Q3 | $208K | Hold |
4,574
| – | – | 0.02% | 122 |
|
|
2021
Q2 | $218K | Hold |
4,574
| – | – | 0.02% | 123 |
|
|
2021
Q1 | $234K | Sell |
4,574
-2,153
| -32% | -$96.5K | 0.02% | 115 |
|
|
2020
Q4 | $276K | Buy |
+6,727
| New | +$270K | 0.03% | 113 |
|
|
2020
Q1 | – | Sell |
-4,199
| Closed | -$210K | – | 112 |
|
|
2019
Q4 | $210K | Buy |
+4,199
| New | +$198K | 0.02% | 109 |
|
|
2019
Q3 | – | Sell |
-5,218
| Closed | -$247K | – | 106 |
|
|
2019
Q2 | $247K | Sell |
5,218
-769
| -13% | -$40.3K | 0.03% | 103 |
|
|
2019
Q1 | $344K | Buy |
5,987
+350
| +6% | +$17.9K | 0.04% | 96 |
|
|
2018
Q4 | $278K | Hold |
5,637
| – | – | 0.04% | 95 |
|
|
2018
Q3 | $340K | Hold |
5,637
| – | – | 0.05% | 96 |
|
|
2018
Q2 | $320K | Hold |
5,637
| – | – | 0.05% | 96 |
|
|
2018
Q1 | $351K | Sell |
5,637
-500
| -8% | -$33.1K | 0.05% | 94 |
|
|
2017
Q4 | $438K | Buy |
6,137
+2,442
| +66% | +$164K | 0.06% | 91 |
|
|
2017
Q3 | $234K | Hold |
3,695
| – | – | 0.04% | 99 |
|
|
2017
Q2 | $275K | Hold |
3,695
| – | – | 0.04% | 111 |
|
|
2017
Q1 | $264K | Buy |
+3,695
| New | +$267K | 0.04% | 94 |
|
|
2016
Q2 | – | Sell |
-3,414
| Closed | -$214K | – | 103 |
|
|
2016
Q1 | $214K | Buy |
+3,414
| New | +$206K | 0.04% | 95 |
|
Other funds holding MO
SLAM
ETC
Schaper Benz & Wise Investment Counsel's MO Position: Q2 2026 in Review
Schaper Benz & Wise Investment Counsel increased its Altria Group (MO) stake by 0.02% in Q2 2026, buying an estimated $70 and bringing the position to 4,598 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #142.
Schaper Benz & Wise Investment Counsel first reported a position in MO in Q1 2016 and has held it in 32 quarters since. The position peaked at $438K in Q4 2017. 1,135 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Schaper Benz & Wise Investment Counsel held 4,598 shares of Altria Group worth $331K as of Q2 2026.
- Schaper Benz & Wise Investment Counsel bought 1 Altria Group share in Q2 2026, an estimated $70.
- Altria Group made up 0.02% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #142 holding.
- Schaper Benz & Wise Investment Counsel first reported a position in Altria Group in Q1 2016 and has held it in 32 quarters since.
- Schaper Benz & Wise Investment Counsel's Altria Group position peaked at $438K in Q4 2017.
- 1,135 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.