SVB Wealth’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 | $5.57M | Sell |
77,348
-5,494
| -7% | -$383K | 0.35% | 61 |
|
|
2026
Q1 | $5.47M | Buy |
82,842
+16,490
| +25% | +$1.06M | 0.36% | 63 |
|
|
2025
Q4 | $3.83M | Buy |
66,352
+15,689
| +31% | +$947K | 0.23% | 89 |
|
|
2025
Q3 | $3.35M | Sell |
50,663
-1,026
| -2% | -$65K | 0.18% | 108 |
|
|
2025
Q2 | $3.03M | Buy |
51,689
+1,043
| +2% | +$61.3K | 0.16% | 124 |
|
|
2025
Q1 | $3.04M | Buy |
50,646
+8,181
| +19% | +$447K | 0.12% | 90 |
|
|
2024
Q4 | $2.22M | Buy |
+42,465
| New | +$2.26M | 0.04% | 219 |
|
|
2024
Q3 | – | Sell |
-27,032
| Closed | -$1.23M | – | 379 |
|
|
2024
Q2 | $1.23M | Sell |
27,032
-2,776
| -9% | -$123K | 0.03% | 280 |
|
|
2024
Q1 | $1.3M | Sell |
29,808
-4,169
| -12% | -$173K | 0.03% | 299 |
|
|
2023
Q4 | $1.37M | Buy |
33,977
+2,620
| +8% | +$108K | 0.03% | 295 |
|
|
2023
Q3 | $1.32M | Buy |
31,357
+1,026
| +3% | +$45.3K | 0.03% | 278 |
|
|
2023
Q2 | $1.37M | Sell |
30,331
-7,408
| -20% | -$336K | 0.02% | 297 |
|
|
2023
Q1 | $1.68M | Buy |
37,739
+2,137
| +6% | +$98.2K | 0.02% | 296 |
|
|
2022
Q4 | $1.63M | Sell |
35,602
-191
| -0.5% | -$8.65K | 0.02% | 306 |
|
|
2022
Q3 | $1.45M | Buy |
35,793
+6,390
| +22% | +$279K | 0.02% | 304 |
|
|
2022
Q2 | $1.23M | Buy |
29,403
+508
| +2% | +$26.3K | 0.02% | 284 |
|
|
2022
Q1 | $1.51M | Buy |
28,895
+2,218
| +8% | +$113K | 0.02% | 264 |
|
|
2021
Q4 | $1.26M | Sell |
26,677
-775
| -3% | -$35.5K | 0.02% | 277 |
|
|
2021
Q3 | $1.25M | Sell |
27,452
-779
| -3% | -$37.6K | 0.02% | 344 |
|
|
2021
Q2 | $1.35M | Sell |
28,231
-209
| -0.7% | -$10.3K | 0.02% | 323 |
|
|
2021
Q1 | $1.46M | Sell |
28,440
-2,320
| -8% | -$104K | 0.02% | 287 |
|
|
2020
Q4 | $1.26M | Buy |
30,760
+1,298
| +4% | +$52.1K | 0.02% | 295 |
|
|
2020
Q3 | $1.14M | Buy |
29,462
+2,971
| +11% | +$124K | 0.02% | 279 |
|
|
2020
Q2 | $1.04M | Buy |
26,491
+1,994
| +8% | +$77.8K | 0.02% | 266 |
|
|
2020
Q1 | $947K | Sell |
24,497
-52
| -0.2% | -$2.31K | 0.02% | 237 |
|
|
2019
Q4 | $1.23M | Sell |
24,549
-8,117
| -25% | -$383K | 0.02% | 273 |
|
|
2019
Q3 | $1.34M | Sell |
32,666
-18,601
| -36% | -$856K | 0.03% | 244 |
|
|
2019
Q2 | $2.43M | Sell |
51,267
-1,628
| -3% | -$85.3K | 0.08% | 187 |
|
|
2019
Q1 | $3.04M | Sell |
52,895
-5,072
| -9% | -$259K | 0.12% | 121 |
|
|
2018
Q4 | $2.86M | Sell |
57,967
-7,645
| -12% | -$443K | 0.12% | 122 |
|
|
2018
Q3 | $3.96M | Sell |
65,612
-996
| -1% | -$59.1K | 0.14% | 115 |
|
|
2018
Q2 | $3.78M | Sell |
66,608
-6,182
| -8% | -$357K | 0.15% | 112 |
|
|
2018
Q1 | $4.54M | Sell |
72,790
-2,850
| -4% | -$189K | 0.17% | 105 |
|
|
2017
Q4 | $5.4M | Sell |
75,640
-17,968
| -19% | -$1.2M | 0.2% | 100 |
|
|
2017
Q3 | $5.94M | Buy |
93,608
+3,692
| +4% | +$246K | 0.23% | 101 |
|
|
2017
Q2 | $6.7M | Sell |
89,916
-15,880
| -15% | -$1.16M | 0.26% | 99 |
|
|
2017
Q1 | $7.56M | Sell |
105,796
-43,499
| -29% | -$3.15M | 0.3% | 90 |
|
|
2016
Q4 | $10.1M | Buy |
149,295
+6,109
| +4% | +$393K | 0.42% | 73 |
|
|
2016
Q3 | $9.05M | Buy |
143,186
+962
| +0.7% | +$63.9K | 0.37% | 85 |
|
|
2016
Q2 | $9.81M | Buy |
142,224
+4,526
| +3% | +$290K | 0.4% | 78 |
|
|
2016
Q1 | $8.63M | Sell |
137,698
-13,131
| -9% | -$794K | 0.35% | 79 |
|
|
2015
Q4 | $8.78M | Buy |
150,829
+57,481
| +62% | +$3.33M | 0.35% | 82 |
|
|
2015
Q3 | $5.08M | Sell |
93,348
-7,854
| -8% | -$421K | 0.2% | 127 |
|
|
2015
Q2 | $4.95M | Sell |
101,202
-2,542
| -2% | -$129K | 0.16% | 144 |
|
|
2015
Q1 | $5.19M | Sell |
103,744
-12,545
| -11% | -$666K | 0.17% | 144 |
|
|
2014
Q4 | $5.73M | Buy |
+116,289
| New | +$5.67M | 0.19% | 130 |
|
Other funds holding MO
SVB Wealth's MO Position: Q2 2026 in Review
SVB Wealth reduced its Altria Group (MO) stake by 6.6% in Q2 2026, selling an estimated $383K and leaving 77,348 shares worth $5.57M. The position accounts for 0.35% of the portfolio, ranked #61.
SVB Wealth first reported a position in MO in Q4 2014 and has held it in 46 quarters since. The position peaked at $10.1M in Q4 2016. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- SVB Wealth held 77,348 shares of Altria Group worth $5.57M as of Q2 2026.
- SVB Wealth sold 5,494 Altria Group shares in Q2 2026, an estimated $383K.
- Altria Group made up 0.35% of SVB Wealth's portfolio in Q2 2026, its #61 holding.
- SVB Wealth first reported a position in Altria Group in Q4 2014 and has held it in 46 quarters since.
- SVB Wealth's Altria Group position peaked at $10.1M in Q4 2016.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.