Sunbelt Securities’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 | $5.4M | Buy |
81,802
+1,457
| +2% | +$93.7K | 0.34% | 57 |
|
|
2025
Q4 | $4.63M | Buy |
80,345
+3,197
| +4% | +$193K | 0.31% | 58 |
|
|
2025
Q3 | $5.1M | Sell |
77,148
-7,678
| -9% | -$486K | 0.35% | 53 |
|
|
2025
Q2 | $4.44M | Buy |
84,826
+8,796
| +12% | +$517K | 0.39% | 54 |
|
|
2025
Q1 | $4.56M | Sell |
76,030
-8,796
| -10% | -$480K | 0.41% | 49 |
|
|
2024
Q4 | $4.42M | Buy |
84,826
+18,448
| +28% | +$983K | 0.39% | 54 |
|
|
2024
Q3 | $3.39M | Buy |
66,378
+2,692
| +4% | +$136K | 0.33% | 66 |
|
|
2024
Q2 | $2.9M | Buy |
63,686
+13,859
| +28% | +$615K | 0.3% | 76 |
|
|
2024
Q1 | $2.17M | Buy |
49,827
+12,849
| +35% | +$533K | 0.24% | 84 |
|
|
2023
Q4 | $1.49M | Sell |
36,978
-3,236
| -8% | -$134K | 0.19% | 121 |
|
|
2023
Q3 | $1.69M | Sell |
40,214
-571
| -1% | -$25.2K | 0.23% | 94 |
|
|
2023
Q2 | $1.85M | Buy |
40,785
+457
| +1% | +$20.7K | 0.27% | 84 |
|
|
2023
Q1 | $1.79M | Buy |
40,328
+4,694
| +13% | +$216K | 0.29% | 82 |
|
|
2022
Q4 | $1.63M | Buy |
35,634
+15
| +0% | +$679 | 0.32% | 75 |
|
|
2022
Q3 | $1.44M | Buy |
35,619
+548
| +2% | +$23.9K | 0.3% | 83 |
|
|
2022
Q2 | $1.47M | Buy |
35,071
+1,404
| +4% | +$72.7K | 0.31% | 86 |
|
|
2022
Q1 | $1.75M | Sell |
33,667
-460
| -1% | -$23.4K | 0.32% | 81 |
|
|
2021
Q4 | $1.72M | Buy |
34,127
+5,124
| +18% | +$235K | 0.28% | 91 |
|
|
2021
Q3 | $1.37M | Hold |
29,003
| – | – | 0.25% | 103 |
|
|
2021
Q2 | $1.37M | Buy |
29,003
+7,088
| +32% | +$348K | 0.25% | 103 |
|
|
2021
Q1 | $1.12M | Buy |
21,915
+2,112
| +11% | +$94.6K | 0.22% | 123 |
|
|
2020
Q4 | $812K | Buy |
19,803
+76
| +0.4% | +$3.05K | 0.17% | 148 |
|
|
2020
Q3 | $762K | Buy |
19,727
+7
| +0% | +$291 | 0.21% | 129 |
|
|
2020
Q2 | $774K | Buy |
19,720
+3,497
| +22% | +$136K | 0.27% | 108 |
|
|
2020
Q1 | $627K | Sell |
16,223
-158,432
| -91% | -$7.03M | 0.03% | 197 |
|
|
2019
Q4 | $8.72M | Sell |
174,655
-3,424
| -2% | -$162K | 0.92% | 21 |
|
|
2019
Q3 | $7.28M | Buy |
178,079
+166,004
| +1,375% | +$7.64M | 0.82% | 22 |
|
|
2019
Q2 | $572K | Buy |
12,075
+1,500
| +14% | +$78.6K | 0.25% | 116 |
|
|
2019
Q1 | $607K | Sell |
10,575
-313
| -3% | -$16K | 0.3% | 91 |
|
|
2018
Q4 | $538K | Buy |
10,888
+262
| +2% | +$15.2K | 0.31% | 88 |
|
|
2018
Q3 | $641K | Buy |
10,626
+2,585
| +32% | +$153K | 0.34% | 77 |
|
|
2018
Q2 | $457K | Sell |
8,041
-3,029
| -27% | -$175K | 0.27% | 103 |
|
|
2018
Q1 | $690K | Buy |
11,070
+277
| +3% | +$18.3K | 0.63% | 41 |
|
|
2017
Q4 | $771K | Sell |
10,793
-14
| -0.1% | -$938 | 0.75% | 34 |
|
|
2017
Q3 | $685K | Buy |
+10,807
| New | +$720K | 0.72% | 36 |
|
Other funds holding MO
VCM
VPM
Sunbelt Securities's MO Position: Q1 2026 in Review
Sunbelt Securities increased its Altria Group (MO) stake by 1.8% in Q1 2026, buying an estimated $93.7K and bringing the position to 81,802 shares worth $5.4M. The position accounts for 0.34% of the portfolio, ranked #57.
Sunbelt Securities first reported a position in MO in Q3 2017 and has held it in 35 quarters since. The position peaked at $8.72M in Q4 2019. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Sunbelt Securities held 81,802 shares of Altria Group worth $5.4M as of Q1 2026.
- Sunbelt Securities bought 1,457 Altria Group shares in Q1 2026, an estimated $93.7K.
- Altria Group made up 0.34% of Sunbelt Securities's portfolio in Q1 2026, its #57 holding.
- Sunbelt Securities first reported a position in Altria Group in Q3 2017 and has held it in 35 quarters since.
- Sunbelt Securities's Altria Group position peaked at $8.72M in Q4 2019.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.