Sowell Financial Services’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 | $7.04M | Sell |
97,813
-246
| -0.3% | -$17.2K | 0.23% | 93 |
|
|
2026
Q1 | $6.47M | Sell |
98,059
-1,946
| -2% | -$125K | 0.24% | 91 |
|
|
2025
Q4 | $5.77M | Buy |
100,005
+544
| +0.5% | +$32.8K | 0.21% | 103 |
|
|
2025
Q3 | $6.57M | Sell |
99,461
-863
| -0.9% | -$54.7K | 0.25% | 80 |
|
|
2025
Q2 | $5.88M | Buy |
100,324
+384
| +0.4% | +$22.6K | 0.24% | 93 |
|
|
2025
Q1 | $6M | Buy |
99,940
+1,746
| +2% | +$95.3K | 0.27% | 76 |
|
|
2024
Q4 | $5.13M | Buy |
98,194
+1,441
| +1% | +$76.8K | 0.27% | 89 |
|
|
2024
Q3 | $5.04M | Sell |
96,753
-5,465
| -5% | -$276K | 0.23% | 109 |
|
|
2024
Q2 | $4.76M | Sell |
102,218
-27,580
| -21% | -$1.22M | 0.23% | 110 |
|
|
2024
Q1 | $5.79M | Buy |
129,798
+11,912
| +10% | +$494K | 0.27% | 94 |
|
|
2023
Q4 | $4.87M | Buy |
117,886
+4,479
| +4% | +$185K | 0.26% | 98 |
|
|
2023
Q3 | $4.88M | Buy |
113,407
+8,504
| +8% | +$376K | 0.31% | 85 |
|
|
2023
Q2 | $4.85M | Buy |
104,903
+6,928
| +7% | +$314K | 0.27% | 92 |
|
|
2023
Q1 | $4.37M | Sell |
97,975
-14,827
| -13% | -$682K | 0.34% | 66 |
|
|
2022
Q4 | $5.26M | Buy |
112,802
+5,102
| +5% | +$231K | 0.34% | 69 |
|
|
2022
Q3 | $4.45M | Buy |
107,700
+7,307
| +7% | +$319K | 0.45% | 56 |
|
|
2022
Q2 | $4.28M | Buy |
100,393
+79,791
| +387% | +$4.13M | 0.4% | 60 |
|
|
2022
Q1 | $1.08M | Sell |
20,602
-68,323
| -77% | -$3.48M | 0.19% | 84 |
|
|
2021
Q4 | $4.29M | Sell |
88,925
-23,350
| -21% | -$1.07M | 0.25% | 91 |
|
|
2021
Q3 | $5.21M | Sell |
112,275
-4,046
| -3% | -$195K | 0.35% | 63 |
|
|
2021
Q2 | $5.64M | Sell |
116,321
-76,368
| -40% | -$3.75M | 0.37% | 66 |
|
|
2021
Q1 | $9.54M | Buy |
192,689
+37,097
| +24% | +$1.66M | 0.33% | 64 |
|
|
2020
Q4 | $6.38M | Buy |
155,592
+2,066
| +1% | +$83K | 0.27% | 79 |
|
|
2020
Q3 | $5.93M | Buy |
153,526
+8,669
| +6% | +$361K | 0.3% | 77 |
|
|
2020
Q2 | $5.69M | Sell |
144,857
-7,649
| -5% | -$298K | 0.31% | 74 |
|
|
2020
Q1 | $5.9M | Buy |
152,506
+6,580
| +5% | +$292K | 0.44% | 50 |
|
|
2019
Q4 | $7.28M | Sell |
145,926
-4,753
| -3% | -$224K | 0.56% | 30 |
|
|
2019
Q3 | $6.16M | Buy |
+150,679
| New | +$6.93M | 0.51% | 45 |
|
|
2019
Q1 | $6.6M | Buy |
114,869
+6,095
| +6% | +$312K | 0.74% | 33 |
|
|
2018
Q4 | $5.37M | Buy |
108,774
+4,252
| +4% | +$246K | 0.76% | 29 |
|
|
2018
Q3 | $6.3M | Sell |
104,522
-331
| -0.3% | -$19.6K | 0.92% | 24 |
|
|
2018
Q2 | $6.18M | Buy |
104,853
+15,257
| +17% | +$880K | 1.31% | 17 |
|
|
2018
Q1 | $4.99M | Buy |
89,596
+6,398
| +8% | +$424K | 1.25% | 20 |
|
|
2017
Q4 | $5.83M | Sell |
83,198
-8,516
| -9% | -$571K | 1.42% | 15 |
|
|
2017
Q3 | $5.93M | Buy |
91,714
+15,558
| +20% | +$1.04M | 1.55% | 15 |
|
|
2017
Q2 | $4.98M | Buy |
76,156
+2,576
| +4% | +$188K | 1.41% | 22 |
|
|
2017
Q1 | $5.36M | Sell |
73,580
-3,443
| -4% | -$249K | 1.58% | 12 |
|
|
2016
Q4 | $5.54M | Buy |
+77,023
| New | +$4.96M | 1.85% | 9 |
|
Other funds holding MO
Sowell Financial Services's MO Position: Q2 2026 in Review
Sowell Financial Services reduced its Altria Group (MO) stake by 0.25% in Q2 2026, selling an estimated $17.2K and leaving 97,813 shares worth $7.04M. The position accounts for 0.23% of the portfolio, ranked #93.
Sowell Financial Services first reported a position in MO in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.54M in Q1 2021. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Sowell Financial Services held 97,813 shares of Altria Group worth $7.04M as of Q2 2026.
- Sowell Financial Services sold 246 Altria Group shares in Q2 2026, an estimated $17.2K.
- Altria Group made up 0.23% of Sowell Financial Services's portfolio in Q2 2026, its #93 holding.
- Sowell Financial Services first reported a position in Altria Group in Q4 2016 and has held it in 38 quarters since.
- Sowell Financial Services's Altria Group position peaked at $9.54M in Q1 2021.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.