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Summit Securities Group’s Altria Group MO Stock Holding History

Summit Securities Group’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-64,600
Closed -$2.61M – 1288
2022
Q3 		$2.61M Sell
64,600
-70,000
-52% -$3.05M 0.2% 82
2022
Q2 		$5.62M Sell
134,600
-136,100
-50% -$7.05M 0.7% 28
2022
Q1 		$14.1M Buy
+270,700
New +$13.8M 1.58% 9
2021
Q4 		– Sell
-2,906
Closed -$13.2M – 887
2021
Q3 		$13.2M Sell
2,906
-1,615
-36% -$78K 1.03% 15
2021
Q2 		$21.6M Buy
4,521
+4,081
+928% +$201K 1.78% 6
2021
Q1 		$2.25M Buy
+440
New +$19.7K 0.25% 88
2020
Q4 		– Sell
-55
Closed -$213K – 589
2020
Q3 		$213K Sell
55
-119
-68% -$4.95K 0.02% 318
2020
Q2 		$683K Buy
174
+50
+40% +$1.95K 0.08% 191
2020
Q1 		$480K Buy
124
+4
+3% +$178 0.08% 165
2019
Q4 		$599K Buy
+120
New +$5.66K 0.05% 265
2019
Q2 		– Sell
-216
Closed -$1.24M – 369
2019
Q1 		$1.24M Buy
+216
New +$11K 0.23% 71
2017
Q4 		– Sell
-43
Closed -$273K – 231
2017
Q3 		$273K Buy
+43
New +$2.87K 0.05% 151
2017
Q2 		– Sell
-107
Closed -$764K – 333
2017
Q1 		$764K Buy
+107
New +$7.74K 0.22% 97
2014
Q4 		– Sell
-244
Closed -$191K – 681
2014
Q3 		$191K Buy
+244
New +$10.5K 0.06% 218

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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.