Summit Securities Group’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
Q1 | $24.8K | Sell |
376
-7,916
| -95% | -$509K | ﹤0.01% | 486 |
|
|
2025
Q4 | $478K | Sell |
8,292
-10,605
| -56% | -$640K | 0.06% | 202 |
|
|
2025
Q3 | $1.25M | Sell |
18,897
-80,836
| -81% | -$5.12M | 0.26% | 84 |
|
|
2025
Q2 | $5.85M | Sell |
99,733
-61,167
| -38% | -$3.59M | 1.13% | 17 |
|
|
2025
Q1 | $9.66M | Buy |
160,900
+6,500
| +4% | +$355K | 1.51% | 6 |
|
|
2024
Q4 | $8.07M | Sell |
154,400
-59,600
| -28% | -$3.17M | 1.66% | 15 |
|
|
2024
Q3 | $10.9M | Buy |
214,000
+131,600
| +160% | +$6.65M | 2.89% | 7 |
|
|
2024
Q2 | $3.75M | Sell |
82,400
-45,000
| -35% | -$2M | 0.71% | 24 |
|
|
2024
Q1 | $5.56M | Buy |
127,400
+49,800
| +64% | +$2.06M | 0.91% | 19 |
|
|
2023
Q4 | $3.13M | Sell |
77,600
-194,500
| -71% | -$8.04M | 0.28% | 59 |
|
|
2023
Q3 | $11.4M | Buy |
272,100
+51,966
| +24% | +$2.3M | 1.18% | 19 |
|
|
2023
Q2 | $9.97M | Sell |
220,134
-36,368
| -14% | -$1.65M | 1.3% | 12 |
|
|
2023
Q1 | $11.4M | Sell |
256,502
-21,767
| -8% | -$1M | 0.94% | 23 |
|
|
2022
Q4 | $12.7M | Buy |
278,269
+41,695
| +18% | +$1.89M | 0.48% | 47 |
|
|
2022
Q3 | $9.55M | Buy |
236,574
+66,889
| +39% | +$2.92M | 0.71% | 32 |
|
|
2022
Q2 | $7.09M | Buy |
169,685
+114,038
| +205% | +$5.9M | 0.88% | 23 |
|
|
2022
Q1 | $2.91M | Sell |
55,647
-111,346
| -67% | -$5.67M | 0.33% | 59 |
|
|
2021
Q4 | $7.91M | Buy |
166,993
+118,693
| +246% | +$5.44M | 0.37% | 52 |
|
|
2021
Q3 | $2.2M | Buy |
48,300
+16,352
| +51% | +$790K | 0.17% | 141 |
|
|
2021
Q2 | $1.52M | Sell |
31,948
-332,452
| -91% | -$16.3M | 0.13% | 175 |
|
|
2021
Q1 | $18.6M | Buy |
364,400
+63,600
| +21% | +$2.85M | 2.05% | 5 |
|
|
2020
Q4 | $12.3M | Buy |
300,800
+246,300
| +452% | +$9.89M | 1.04% | 10 |
|
|
2020
Q3 | $2.11M | Buy |
54,500
+21,800
| +67% | +$907K | 0.22% | 93 |
|
|
2020
Q2 | $1.28M | Buy |
32,700
+2,200
| +7% | +$85.8K | 0.16% | 126 |
|
|
2020
Q1 | $1.18M | Buy |
30,500
+9,200
| +43% | +$408K | 0.21% | 103 |
|
|
2019
Q4 | $1.06M | Sell |
21,300
-14,100
| -40% | -$665K | 0.08% | 205 |
|
|
2019
Q3 | $1.45M | Buy |
35,400
+5,300
| +18% | +$244K | 0.13% | 110 |
|
|
2019
Q2 | $1.43M | Hold |
30,100
| – | – | 0.17% | 105 |
|
|
2019
Q1 | $1.73M | Buy |
30,100
+22,000
| +272% | +$1.12M | 0.32% | 57 |
|
|
2018
Q4 | $400K | Buy |
8,100
+3,700
| +84% | +$214K | 0.03% | 221 |
|
|
2018
Q3 | $265K | Sell |
4,400
-1,900
| -30% | -$113K | 0.1% | 127 |
|
|
2018
Q2 | $358K | Buy |
6,300
+1,700
| +37% | +$98K | 0.05% | 157 |
|
|
2018
Q1 | $287K | Sell |
4,600
-11,000
| -71% | -$729K | 0.07% | 117 |
|
|
2017
Q4 | $1.11M | Buy |
+15,600
| New | +$1.05M | 0.13% | 55 |
|
|
2017
Q3 | – | Sell |
-2,700
| Closed | -$180K | – | 267 |
|
|
2017
Q2 | $201K | Buy |
+2,700
| New | +$198K | 0.04% | 212 |
|
|
2017
Q1 | – | Sell |
-11,200
| Closed | -$811K | – | 357 |
|
|
2016
Q4 | $757K | Buy |
+11,200
| New | +$721K | 0.16% | 118 |
|
|
2015
Q3 | – | Sell |
-8,510
| Closed | -$416K | – | 453 |
|
|
2015
Q2 | $416K | Buy |
8,510
+2,916
| +52% | +$148K | 0.2% | 38 |
|
|
2015
Q1 | $280K | Sell |
5,594
-26,106
| -82% | -$1.39M | 0.21% | 68 |
|
|
2014
Q4 | $1.56M | Buy |
31,700
+20,700
| +188% | +$1.01M | 0.45% | 47 |
|
|
2014
Q3 | $505K | Buy |
11,000
+6,800
| +162% | +$291K | 0.15% | 105 |
|
|
2014
Q2 | $176K | Buy |
4,200
+2,400
| +133% | +$96.6K | 0.06% | 176 |
|
|
2014
Q1 | $67K | Sell |
1,800
-61,600
| -97% | -$2.24M | 0.04% | 164 |
|
|
2013
Q4 | $2.43M | Buy |
63,400
+52,100
| +461% | +$1.92M | 0.42% | 39 |
|
|
2013
Q3 | $388K | Sell |
11,300
-11,900
| -51% | -$419K | 0.13% | 80 |
|
|
2013
Q2 | $812K | Buy |
+23,200
| New | +$833K | 0.39% | 50 |
|
Other funds holding MO
VCM
VPM
Summit Securities Group's MO Position: Q1 2026 in Review
Summit Securities Group reduced its Altria Group (MO) stake by 95% in Q1 2026, selling an estimated $509K and leaving 376 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #486.
Summit Securities Group first reported a position in MO in Q2 2013 and has held it in 45 quarters since. The position peaked at $18.6M in Q1 2021. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Summit Securities Group held 376 shares of Altria Group worth $24.8K as of Q1 2026.
- Summit Securities Group sold 7,916 Altria Group shares in Q1 2026, an estimated $509K.
- Altria Group made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #486 holding.
- Summit Securities Group first reported a position in Altria Group in Q2 2013 and has held it in 45 quarters since.
- Summit Securities Group's Altria Group position peaked at $18.6M in Q1 2021.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.