Sound Income Strategies’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 | $593K | Buy |
8,244
+787
| +11% | +$54.9K | 0.03% | 270 |
|
|
2026
Q1 | $488K | Sell |
7,457
-2,414
| -24% | -$155K | 0.02% | 250 |
|
|
2025
Q4 | $610K | Buy |
9,871
+1,609
| +19% | +$97.2K | 0.03% | 225 |
|
|
2025
Q3 | $543K | Buy |
8,262
+456
| +6% | +$28.9K | 0.03% | 185 |
|
|
2025
Q2 | $458K | Buy |
7,806
+2,699
| +53% | +$159K | 0.03% | 194 |
|
|
2025
Q1 | $307K | Buy |
5,107
+1,203
| +31% | +$65.7K | 0.02% | 224 |
|
|
2024
Q4 | $204K | Sell |
3,904
-211
| -5% | -$11.2K | 0.01% | 246 |
|
|
2024
Q3 | $210K | Sell |
4,115
-225
| -5% | -$11.4K | 0.01% | 240 |
|
|
2024
Q2 | $198K | Buy |
4,340
+978
| +29% | +$43.4K | 0.01% | 228 |
|
|
2024
Q1 | $147K | Sell |
3,362
-1,012
| -23% | -$42K | 0.01% | 252 |
|
|
2023
Q4 | $176K | Sell |
4,374
-225
| -5% | -$9.3K | 0.01% | 208 |
|
|
2023
Q3 | $193K | Sell |
4,599
-33
| -0.7% | -$1.46K | 0.02% | 156 |
|
|
2023
Q2 | $210K | Sell |
4,632
-2,579
| -36% | -$117K | 0.02% | 147 |
|
|
2023
Q1 | $322K | Sell |
7,211
-2,069
| -22% | -$95.1K | 0.04% | 123 |
|
|
2022
Q4 | $424K | Sell |
9,280
-110
| -1% | -$4.98K | 0.05% | 107 |
|
|
2022
Q3 | $379K | Buy |
9,390
+142
| +2% | +$6.19K | 0.06% | 108 |
|
|
2022
Q2 | $386K | Buy |
9,248
+504
| +6% | +$26.1K | 0.05% | 115 |
|
|
2022
Q1 | $457K | Sell |
8,744
-91
| -1% | -$4.63K | 0.05% | 110 |
|
|
2021
Q4 | $419K | Buy |
8,835
+94
| +1% | +$4.31K | 0.05% | 116 |
|
|
2021
Q3 | $398K | Buy |
8,741
+33
| +0.4% | +$1.59K | 0.05% | 116 |
|
|
2021
Q2 | $415K | Buy |
8,708
+2,934
| +51% | +$144K | 0.06% | 117 |
|
|
2021
Q1 | $295K | Sell |
5,774
-3,188
| -36% | -$143K | 0.05% | 111 |
|
|
2020
Q4 | $367K | Buy |
8,962
+1,700
| +23% | +$68.3K | 0.08% | 99 |
|
|
2020
Q3 | $281K | Buy |
7,262
+459
| +7% | +$19.1K | 0.08% | 82 |
|
|
2020
Q2 | $267K | Sell |
6,803
-2,245
| -25% | -$87.6K | 0.08% | 66 |
|
|
2020
Q1 | $350K | Buy |
9,048
+7,931
| +710% | +$352K | 0.12% | 46 |
|
|
2019
Q4 | $56K | Hold |
1,117
| – | – | 0.02% | 116 |
|
|
2019
Q3 | $46K | Sell |
1,117
-127
| -10% | -$5.84K | 0.01% | 126 |
|
|
2019
Q2 | $59K | Sell |
1,244
-1,090
| -47% | -$57.1K | 0.02% | 108 |
|
|
2019
Q1 | $134K | Buy |
2,334
+1,153
| +98% | +$58.9K | 0.06% | 73 |
|
|
2018
Q4 | $58K | Sell |
1,181
-300
| -20% | -$17.4K | 0.03% | 115 |
|
|
2018
Q3 | $89K | Buy |
1,481
+368
| +33% | +$21.8K | 0.04% | 88 |
|
|
2018
Q2 | $63K | Buy |
1,113
+240
| +27% | +$13.8K | 0.04% | 96 |
|
|
2018
Q1 | $54K | Buy |
873
+1
| +0.1% | +$66 | 0.04% | 111 |
|
|
2017
Q4 | $57K | Buy |
+872
| New | +$58.4K | 0.04% | 80 |
|
Other funds holding MO
SLAM
PAM
Sound Income Strategies's MO Position: Q2 2026 in Review
Sound Income Strategies increased its Altria Group (MO) stake by 11% in Q2 2026, buying an estimated $54.9K and bringing the position to 8,244 shares worth $593K. The position accounts for 0.03% of the portfolio, ranked #270.
Sound Income Strategies first reported a position in MO in Q4 2017 and has held it in 35 quarters since. The position peaked at $610K in Q4 2025. 1,551 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Sound Income Strategies held 8,244 shares of Altria Group worth $593K as of Q2 2026.
- Sound Income Strategies bought 787 Altria Group shares in Q2 2026, an estimated $54.9K.
- Altria Group made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #270 holding.
- Sound Income Strategies first reported a position in Altria Group in Q4 2017 and has held it in 35 quarters since.
- Sound Income Strategies's Altria Group position peaked at $610K in Q4 2025.
- 1,551 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.