Steward Partners Investment Advisory’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 | $13.5M | Buy |
188,067
+16,149
| +9% | +$1.13M | 0.07% | 277 |
|
|
2026
Q1 | $11.3M | Buy |
171,918
+22,725
| +15% | +$1.46M | 0.06% | 301 |
|
|
2025
Q4 | $8.6M | Buy |
149,193
+11,473
| +8% | +$693K | 0.05% | 331 |
|
|
2025
Q3 | $9.1M | Sell |
137,720
-7,175
| -5% | -$455K | 0.05% | 306 |
|
|
2025
Q2 | $8.5M | Buy |
144,895
+11,697
| +9% | +$687K | 0.07% | 289 |
|
|
2025
Q1 | $7.99M | Buy |
133,198
+7,327
| +6% | +$400K | 0.07% | 287 |
|
|
2024
Q4 | $6.58M | Buy |
125,871
+21,281
| +20% | +$1.13M | 0.06% | 315 |
|
|
2024
Q3 | $5.34M | Buy |
104,590
+14,086
| +16% | +$712K | 0.05% | 348 |
|
|
2024
Q2 | $4.12M | Sell |
90,504
-1,093
| -1% | -$48.5K | 0.04% | 377 |
|
|
2024
Q1 | $4M | Sell |
91,597
-8,235
| -8% | -$341K | 0.04% | 383 |
|
|
2023
Q4 | $4.03M | Sell |
99,832
-15,483
| -13% | -$640K | 0.05% | 326 |
|
|
2023
Q3 | $4.85M | Sell |
115,315
-1,902
| -2% | -$84K | 0.07% | 259 |
|
|
2023
Q2 | $5.31M | Buy |
117,217
+3,555
| +3% | +$161K | 0.08% | 250 |
|
|
2023
Q1 | $5.07M | Buy |
113,662
+806
| +0.7% | +$37.1K | 0.08% | 251 |
|
|
2022
Q4 | $5.16M | Sell |
112,856
-2,017
| -2% | -$91.4K | 0.09% | 246 |
|
|
2022
Q3 | $4.64M | Buy |
114,873
+20,491
| +22% | +$894K | 0.09% | 249 |
|
|
2022
Q2 | $3.94M | Buy |
94,382
+4,531
| +5% | +$235K | 0.07% | 282 |
|
|
2022
Q1 | $4.7M | Buy |
89,851
+6,337
| +8% | +$323K | 0.07% | 273 |
|
|
2021
Q4 | $3.96M | Buy |
83,514
+2,421
| +3% | +$111K | 0.06% | 312 |
|
|
2021
Q3 | $3.69M | Buy |
81,093
+3,976
| +5% | +$192K | 0.06% | 311 |
|
|
2021
Q2 | $3.68M | Sell |
77,117
-25,408
| -25% | -$1.25M | 0.06% | 308 |
|
|
2021
Q1 | $5.25M | Buy |
102,525
+32,571
| +47% | +$1.46M | 0.09% | 228 |
|
|
2020
Q4 | $2.87M | Sell |
69,954
-9,078
| -11% | -$364K | 0.06% | 302 |
|
|
2020
Q3 | $3.05M | Buy |
79,032
+2,932
| +4% | +$122K | 0.08% | 252 |
|
|
2020
Q2 | $2.99M | Sell |
76,100
-6,639
| -8% | -$259K | 0.09% | 234 |
|
|
2020
Q1 | $3.2M | Sell |
82,739
-4,497
| -5% | -$200K | 0.12% | 191 |
|
|
2019
Q4 | $4.35M | Sell |
87,236
-3,933
| -4% | -$186K | 0.13% | 175 |
|
|
2019
Q3 | $3.73M | Sell |
91,169
-2,980
| -3% | -$137K | 0.13% | 175 |
|
|
2019
Q2 | $4.46M | Buy |
94,149
+4,495
| +5% | +$235K | 0.16% | 137 |
|
|
2019
Q1 | $5.15M | Buy |
89,654
+223
| +0.2% | +$11.4K | 0.22% | 113 |
|
|
2018
Q4 | $4.42M | Buy |
89,431
+3,224
| +4% | +$187K | 0.22% | 113 |
|
|
2018
Q3 | $5.2M | Buy |
86,207
+5,914
| +7% | +$351K | 0.25% | 98 |
|
|
2018
Q2 | $4.56M | Buy |
80,293
+14,900
| +23% | +$859K | 0.27% | 88 |
|
|
2018
Q1 | $4.08M | Buy |
65,393
+5,535
| +9% | +$367K | 0.28% | 88 |
|
|
2017
Q4 | $4.27M | Buy |
59,858
+22,215
| +59% | +$1.49M | 0.33% | 77 |
|
|
2017
Q3 | $2.39M | Buy |
37,643
+17,118
| +83% | +$1.14M | 0.24% | 100 |
|
|
2017
Q2 | $1.53M | Buy |
20,525
+1,898
| +10% | +$139K | 0.17% | 136 |
|
|
2017
Q1 | $1.33M | Buy |
18,627
+2,021
| +12% | +$146K | 0.2% | 106 |
|
|
2016
Q4 | $1.12M | Buy |
+16,606
| New | +$1.07M | 0.51% | 42 |
|
Other funds holding MO
Steward Partners Investment Advisory's MO Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Altria Group (MO) stake by 9.4% in Q2 2026, buying an estimated $1.13M and bringing the position to 188,067 shares worth $13.5M. The position accounts for 0.07% of the portfolio, ranked #277.
Steward Partners Investment Advisory first reported a position in MO in Q4 2016 and has held it in 39 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Steward Partners Investment Advisory held 188,067 shares of Altria Group worth $13.5M as of Q2 2026.
- Steward Partners Investment Advisory bought 16,149 Altria Group shares in Q2 2026, an estimated $1.13M.
- Altria Group made up 0.07% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #277 holding.
- Steward Partners Investment Advisory first reported a position in Altria Group in Q4 2016 and has held it in 39 quarters since.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.