SOL Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,060
| Closed | -$202K | – | 312 |
|
|
2025
Q3 | $202K | Buy |
+3,060
| New | +$194K | 0.02% | 302 |
|
|
2023
Q1 | – | Sell |
-4,460
| Closed | -$204K | – | 280 |
|
|
2022
Q4 | $204K | Buy |
+4,460
| New | +$202K | 0.04% | 270 |
|
|
2022
Q2 | – | Sell |
-4,160
| Closed | -$217K | – | 262 |
|
|
2022
Q1 | $217K | Sell |
4,160
-300
| -7% | -$15.3K | 0.04% | 250 |
|
|
2021
Q4 | $211K | Sell |
4,460
-200
| -4% | -$9.16K | 0.04% | 251 |
|
|
2021
Q3 | $212K | Buy |
4,660
+100
| +2% | +$4.83K | 0.04% | 239 |
|
|
2021
Q2 | $217K | Buy |
4,560
+256
| +6% | +$12.6K | 0.04% | 240 |
|
|
2021
Q1 | $220K | Buy |
+4,304
| New | +$193K | 0.05% | 230 |
|
|
2020
Q1 | – | Sell |
-4,404
| Closed | -$220K | – | 225 |
|
|
2019
Q4 | $220K | Buy |
+4,404
| New | +$208K | 0.06% | 223 |
|
|
2019
Q3 | – | Sell |
-4,604
| Closed | -$218K | – | 244 |
|
|
2019
Q2 | $218K | Hold |
4,604
| – | – | 0.06% | 228 |
|
|
2019
Q1 | $264K | Hold |
4,604
| – | – | 0.07% | 211 |
|
|
2018
Q4 | $227K | Hold |
4,604
| – | – | 0.07% | 215 |
|
|
2018
Q3 | $278K | Hold |
4,604
| – | – | 0.08% | 208 |
|
|
2018
Q2 | $261K | Hold |
4,604
| – | – | 0.07% | 212 |
|
|
2018
Q1 | $287K | Buy |
4,604
+419
| +10% | +$27.8K | 0.08% | 204 |
|
|
2017
Q4 | $299K | Sell |
4,185
-600
| -13% | -$40.2K | 0.09% | 202 |
|
|
2017
Q3 | $303K | Hold |
4,785
| – | – | 0.09% | 207 |
|
|
2017
Q2 | $356K | Hold |
4,785
| – | – | 0.1% | 191 |
|
|
2017
Q1 | $342K | Sell |
4,785
-100
| -2% | -$7.24K | 0.1% | 187 |
|
|
2016
Q4 | $330K | Sell |
4,885
-100
| -2% | -$6.44K | 0.1% | 180 |
|
|
2016
Q3 | $315K | Hold |
4,985
| – | – | 0.11% | 169 |
|
|
2016
Q2 | $344K | Hold |
4,985
| – | – | 0.11% | 152 |
|
|
2016
Q1 | $312K | Hold |
4,985
| – | – | 0.11% | 155 |
|
|
2015
Q4 | $290K | Sell |
4,985
-150
| -3% | -$8.69K | 0.1% | 164 |
|
|
2015
Q3 | $279K | Hold |
5,135
| – | – | 0.11% | 162 |
|
|
2015
Q2 | $251K | Hold |
5,135
| – | – | 0.09% | 170 |
|
|
2015
Q1 | $257K | Hold |
5,135
| – | – | 0.09% | 167 |
|
|
2014
Q4 | $253K | Hold |
5,135
| – | – | 0.1% | 165 |
|
|
2014
Q3 | $236K | Hold |
5,135
| – | – | 0.1% | 162 |
|
|
2014
Q2 | $215K | Buy |
+5,135
| New | +$207K | 0.09% | 175 |
|
Other funds holding MO
SOL Capital Management's MO Position: Q4 2025 in Review
SOL Capital Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 3,060 shares — an estimated $202K sold.
SOL Capital Management first reported a position in MO in Q2 2014 and held it in 29 quarters. The position peaked at $356K in Q2 2017. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.
- SOL Capital Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
- SOL Capital Management sold 3,060 Altria Group shares in Q4 2025, an estimated $202K.
- SOL Capital Management first reported a position in Altria Group in Q2 2014 and held it in 29 quarters.
- SOL Capital Management's Altria Group position peaked at $356K in Q2 2017.
- 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.
Based on SOL Capital Management's 13F filing for Q4 2025, filed 30 Jan 2026.