SevenBridge Financial Group’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 | $222K | Hold |
3,400
| – | – | 0.03% | 189 |
|
|
2025
Q4 | $214K | Sell |
3,400
-550
| -14% | -$33.2K | 0.03% | 193 |
|
|
2025
Q3 | $229K | Hold |
3,950
| – | – | 0.04% | 195 |
|
|
2025
Q2 | $261K | Sell |
3,950
-1,807
| -31% | -$106K | 0.05% | 186 |
|
|
2025
Q1 | $328K | Sell |
5,757
-590
| -9% | -$32.2K | 0.06% | 178 |
|
|
2024
Q4 | $342K | Hold |
6,347
| – | – | 0.06% | 175 |
|
|
2024
Q3 | $342K | Hold |
6,347
| – | – | 0.07% | 174 |
|
|
2024
Q2 | $314K | Buy |
+6,347
| New | +$282K | 0.07% | 164 |
|
|
2023
Q3 | – | Sell |
-4,447
| Closed | -$201K | – | 189 |
|
|
2023
Q2 | $201K | Sell |
4,447
-516
| -10% | -$23.4K | 0.05% | 171 |
|
|
2023
Q1 | $221K | Buy |
4,963
+5
| +0.1% | +$230 | 0.06% | 172 |
|
|
2022
Q4 | $227K | Buy |
+4,958
| New | +$225K | 0.07% | 169 |
|
|
2022
Q2 | – | Sell |
-5,519
| Closed | -$288K | – | 153 |
|
|
2022
Q1 | $288K | Sell |
5,519
-1,823
| -25% | -$92.9K | 0.1% | 133 |
|
|
2021
Q4 | $348K | Sell |
7,342
-1,130
| -13% | -$51.8K | 0.11% | 134 |
|
|
2021
Q3 | $386K | Sell |
8,472
-695
| -8% | -$33.6K | 0.13% | 119 |
|
|
2021
Q2 | $437K | Buy |
9,167
+4,872
| +113% | +$239K | 0.14% | 115 |
|
|
2021
Q1 | $220K | Buy |
+4,295
| New | +$192K | 0.08% | 147 |
|
|
2020
Q3 | – | Sell |
-6,652
| Closed | -$261K | – | 138 |
|
|
2020
Q2 | $261K | Sell |
6,652
-540
| -8% | -$21.1K | 0.13% | 113 |
|
|
2020
Q1 | $278K | Buy |
7,192
+2,078
| +41% | +$92.2K | 0.16% | 102 |
|
|
2019
Q4 | $255K | Sell |
5,114
-450
| -8% | -$21.2K | 0.07% | 137 |
|
|
2019
Q3 | $228K | Sell |
5,564
-525
| -9% | -$24.1K | 0.12% | 127 |
|
|
2019
Q2 | $288K | Buy |
6,089
+1,665
| +38% | +$87.2K | 0.1% | 120 |
|
|
2019
Q1 | $254K | Hold |
4,424
| – | – | 0.1% | 121 |
|
|
2018
Q4 | $219K | Sell |
4,424
-625
| -12% | -$36.2K | 0.13% | 112 |
|
|
2018
Q3 | $305K | Sell |
5,049
-333
| -6% | -$19.8K | 0.16% | 101 |
|
|
2018
Q2 | $306K | Buy |
5,382
+243
| +5% | +$14K | 0.17% | 101 |
|
|
2018
Q1 | $320K | Hold |
5,139
| – | – | 0.18% | 101 |
|
|
2017
Q4 | $367K | Hold |
5,139
| – | – | 0.2% | 98 |
|
|
2017
Q3 | $326K | Sell |
5,139
-3,169
| -38% | -$211K | 0.19% | 108 |
|
|
2017
Q2 | $624K | Buy |
8,308
+1,807
| +28% | +$132K | 0.38% | 77 |
|
|
2017
Q1 | $466K | Buy |
6,501
+200
| +3% | +$14.5K | 0.31% | 83 |
|
|
2016
Q4 | $395K | Hold |
6,301
| – | – | 0.29% | 82 |
|
|
2016
Q3 | $395K | Sell |
6,301
-67
| -1% | -$4.45K | 0.29% | 82 |
|
|
2016
Q2 | $439K | Buy |
+6,368
| New | +$408K | 0.31% | 81 |
|
Other funds holding MO
VCM
VPM
SevenBridge Financial Group's MO Position: Q1 2026 in Review
SevenBridge Financial Group held its Altria Group (MO) position steady in Q1 2026 at 3,400 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #189.
SevenBridge Financial Group first reported a position in MO in Q2 2016 and has held it in 33 quarters since. The position peaked at $624K in Q2 2017. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- SevenBridge Financial Group held 3,400 shares of Altria Group worth $222K as of Q1 2026.
- SevenBridge Financial Group left its Altria Group share count unchanged in Q1 2026.
- Altria Group made up 0.03% of SevenBridge Financial Group's portfolio in Q1 2026, its #189 holding.
- SevenBridge Financial Group first reported a position in Altria Group in Q2 2016 and has held it in 33 quarters since.
- SevenBridge Financial Group's Altria Group position peaked at $624K in Q2 2017.
- 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.