Sigma Planning Corp’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 | $5.68M | Buy |
78,957
+9,969
| +14% | +$696K | 0.14% | 154 |
|
|
2026
Q1 | $4.55M | Buy |
68,988
+9,925
| +17% | +$639K | 0.13% | 175 |
|
|
2025
Q4 | $3.41M | Buy |
59,063
+1,629
| +3% | +$98.4K | 0.09% | 226 |
|
|
2025
Q3 | $3.79M | Sell |
57,434
-7,469
| -12% | -$473K | 0.11% | 199 |
|
|
2025
Q2 | $3.81M | Sell |
64,903
-7,062
| -10% | -$415K | 0.11% | 184 |
|
|
2025
Q1 | $4.32M | Buy |
71,965
+4,152
| +6% | +$227K | 0.14% | 149 |
|
|
2024
Q4 | $3.55M | Sell |
67,813
-8,388
| -11% | -$447K | 0.11% | 184 |
|
|
2024
Q3 | $3.89M | Sell |
76,201
-3,002
| -4% | -$152K | 0.12% | 170 |
|
|
2024
Q2 | $3.61M | Sell |
79,203
-8,461
| -10% | -$375K | 0.11% | 175 |
|
|
2024
Q1 | $3.82M | Buy |
87,664
+34,187
| +64% | +$1.42M | 0.12% | 175 |
|
|
2023
Q4 | $2.16M | Sell |
53,477
-73,784
| -58% | -$3.05M | 0.17% | 112 |
|
|
2023
Q3 | $5.35M | Sell |
127,261
-5,054
| -4% | -$223K | 0.2% | 99 |
|
|
2023
Q2 | $5.99M | Sell |
132,315
-16,135
| -11% | -$731K | 0.22% | 92 |
|
|
2023
Q1 | $6.62M | Sell |
148,450
-2,562
| -2% | -$118K | 0.22% | 98 |
|
|
2022
Q4 | $6.9M | Buy |
151,012
+967
| +0.6% | +$43.8K | 0.25% | 92 |
|
|
2022
Q3 | $6.06M | Buy |
150,045
+3,116
| +2% | +$136K | 0.23% | 92 |
|
|
2022
Q2 | $6.14M | Buy |
146,929
+14,645
| +11% | +$758K | 0.21% | 100 |
|
|
2022
Q1 | $6.91M | Sell |
132,284
-15,619
| -11% | -$796K | 0.21% | 93 |
|
|
2021
Q4 | $7.01M | Sell |
147,903
-6,754
| -4% | -$310K | 0.2% | 99 |
|
|
2021
Q3 | $7.04M | Sell |
154,657
-7,260
| -4% | -$351K | 0.21% | 97 |
|
|
2021
Q2 | $7.72M | Sell |
161,917
-2,555
| -2% | -$126K | 0.23% | 90 |
|
|
2021
Q1 | $8.41M | Sell |
164,472
-8,268
| -5% | -$370K | 0.27% | 78 |
|
|
2020
Q4 | $7.08M | Sell |
172,740
-3,441
| -2% | -$138K | 0.24% | 91 |
|
|
2020
Q3 | $6.81M | Sell |
176,181
-3,666
| -2% | -$153K | 0.27% | 73 |
|
|
2020
Q2 | $7.06M | Buy |
179,847
+25,325
| +16% | +$988K | 0.31% | 57 |
|
|
2020
Q1 | $5.97M | Buy |
154,522
+5,491
| +4% | +$244K | 0.35% | 49 |
|
|
2019
Q4 | $7.44M | Buy |
149,031
+8,630
| +6% | +$407K | 0.31% | 54 |
|
|
2019
Q3 | $5.74M | Sell |
140,401
-1,926
| -1% | -$88.6K | 0.28% | 68 |
|
|
2019
Q2 | $6.74M | Buy |
142,327
+17,955
| +14% | +$940K | 0.35% | 52 |
|
|
2019
Q1 | $7.14M | Buy |
124,372
+662
| +0.5% | +$33.8K | 0.41% | 51 |
|
|
2018
Q4 | $6.11M | Buy |
123,710
+8,463
| +7% | +$490K | 0.44% | 50 |
|
|
2018
Q3 | $6.95M | Sell |
115,247
-1,089
| -0.9% | -$64.7K | 0.41% | 44 |
|
|
2018
Q2 | $6.61M | Sell |
116,336
-5,381
| -4% | -$310K | 0.44% | 44 |
|
|
2018
Q1 | $7.58M | Buy |
121,717
+311
| +0.3% | +$20.6K | 0.55% | 36 |
|
|
2017
Q4 | $8.67M | Sell |
121,406
-355
| -0.3% | -$23.8K | 0.67% | 24 |
|
|
2017
Q3 | $7.72M | Buy |
121,761
+5,850
| +5% | +$390K | 0.64% | 24 |
|
|
2017
Q2 | $8.63M | Buy |
115,911
+3,371
| +3% | +$247K | 0.81% | 15 |
|
|
2017
Q1 | $8.04M | Sell |
112,540
-7,135
| -6% | -$516K | 0.78% | 18 |
|
|
2016
Q4 | $9.09M | Sell |
119,675
-1,219
| -1% | -$78.5K | 0.99% | 11 |
|
|
2016
Q3 | $7.64M | Buy |
120,894
+1,542
| +1% | +$102K | 0.91% | 13 |
|
|
2016
Q2 | $8.23M | Sell |
119,352
-2,570
| -2% | -$165K | 1.07% | 11 |
|
|
2016
Q1 | $7.64M | Buy |
121,922
+2,594
| +2% | +$157K | 1.04% | 11 |
|
|
2015
Q4 | $6.95M | Sell |
119,328
-3,472
| -3% | -$201K | 0.97% | 13 |
|
|
2015
Q3 | $6.68M | Sell |
122,800
-2,512
| -2% | -$135K | 1.06% | 8 |
|
|
2015
Q2 | $6.13M | Buy |
125,312
+4,490
| +4% | +$228K | 0.85% | 10 |
|
|
2015
Q1 | $6.04M | Sell |
120,822
-5,191
| -4% | -$276K | 0.8% | 13 |
|
|
2014
Q4 | $6.21M | Buy |
+126,013
| New | +$6.14M | 0.82% | 15 |
|
Other funds holding MO
Sigma Planning Corp's MO Position: Q2 2026 in Review
Sigma Planning Corp increased its Altria Group (MO) stake by 14% in Q2 2026, buying an estimated $696K and bringing the position to 78,957 shares worth $5.68M. The position accounts for 0.14% of the portfolio, ranked #154.
Sigma Planning Corp first reported a position in MO in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.09M in Q4 2016. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Sigma Planning Corp held 78,957 shares of Altria Group worth $5.68M as of Q2 2026.
- Sigma Planning Corp bought 9,969 Altria Group shares in Q2 2026, an estimated $696K.
- Altria Group made up 0.14% of Sigma Planning Corp's portfolio in Q2 2026, its #154 holding.
- Sigma Planning Corp first reported a position in Altria Group in Q4 2014 and has held it in 47 quarters since.
- Sigma Planning Corp's Altria Group position peaked at $9.09M in Q4 2016.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.