Toth Financial 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
$329K Sell
4,572
-354
-7% -$24.7K 0.03% 200
2026
Q1
$325K Sell
4,926
-46
-0.9% -$2.96K 0.04% 184
2025
Q4
$287K Buy
4,972
+3
+0.1% +$181 0.03% 197
2025
Q3
$328K Hold
4,969
0.04% 195
2025
Q2
$291K Buy
4,969
+1
+0% +$59 0.03% 195
2025
Q1
$298K Buy
4,968
+1
+0% +$55 0.04% 189
2024
Q4
$260K Sell
4,967
-35
-0.7% -$1.86K 0.03% 193
2024
Q3
$255K Sell
5,002
-94
-2% -$4.75K 0.03% 192
2024
Q2
$232K Buy
5,096
+1
+0% +$44 0.03% 194
2024
Q1
$222K Sell
5,095
-29
-0.6% -$1.2K 0.03% 194
2023
Q4
$207K Sell
5,124
-984
-16% -$40.7K 0.03% 205
2023
Q3
$257K Sell
6,108
-22
-0.4% -$972 0.04% 181
2023
Q2
$278K Sell
6,130
-15
-0.2% -$679 0.04% 173
2023
Q1
$274K Sell
6,145
-39
-0.6% -$1.79K 0.04% 172
2022
Q4
$283K Sell
6,184
-74
-1% -$3.35K 0.05% 174
2022
Q3
$253K Sell
6,258
-725
-10% -$31.6K 0.05% 161
2022
Q2
$292K Sell
6,983
-9,688
-58% -$502K 0.05% 155
2022
Q1
$871K Buy
16,671
+11,366
+214% +$579K 0.13% 124
2021
Q4
$251K Sell
5,305
-88
-2% -$4.03K 0.03% 192
2021
Q3
$245K Sell
5,393
-139
-3% -$6.71K 0.04% 183
2021
Q2
$264K Sell
5,532
-103
-2% -$5.06K 0.04% 172
2021
Q1
$288K Sell
5,635
-105
-2% -$4.71K 0.05% 185
2020
Q4
$235K Buy
5,740
+591
+11% +$23.7K 0.04% 184
2020
Q3
$199K Sell
5,149
-883
-15% -$36.7K 0.04% 182
2020
Q2
$237K Sell
6,032
-453
-7% -$17.7K 0.05% 167
2020
Q1
$251K Sell
6,485
-576
-8% -$25.6K 0.07% 121
2019
Q4
$352K Sell
7,061
-687
-9% -$32.4K 0.07% 146
2019
Q3
$317K Sell
7,748
-1,088
-12% -$50K 0.07% 135
2019
Q2
$418K Sell
8,836
-94
-1% -$4.92K 0.09% 114
2019
Q1
$513K Buy
8,930
+5
+0.1% +$256 0.12% 109
2018
Q4
$441K Sell
8,925
-503
-5% -$29.1K 0.12% 102
2018
Q3
$569K Sell
9,428
-189
-2% -$11.2K 0.13% 111
2018
Q2
$546K Sell
9,617
-270
-3% -$15.6K 0.13% 116
2018
Q1
$616K Buy
9,887
+456
+5% +$30.2K 0.15% 110
2017
Q4
$673K Sell
9,431
-3
-0% -$201 0.16% 105
2017
Q3
$598K Sell
9,434
-77
-0.8% -$5.13K 0.15% 109
2017
Q2
$708K Sell
9,511
-10
-0.1% -$732 0.18% 99
2017
Q1
$680K Sell
9,521
-148
-2% -$10.7K 0.18% 104
2016
Q4
$654K Buy
9,669
+16
+0.2% +$1.03K 0.19% 100
2016
Q3
$610K Buy
9,653
+292
+3% +$19.4K 0.18% 100
2016
Q2
$646K Buy
9,361
+308
+3% +$19.7K 0.2% 95
2016
Q1
$567K Buy
9,053
+160
+2% +$9.68K 0.19% 88
2015
Q4
$518K Buy
8,893
+165
+2% +$9.56K 0.17% 90
2015
Q3
$475K Hold
8,728
0.17% 86
2015
Q2
$427K Sell
8,728
-10
-0.1% -$507 0.14% 106
2015
Q1
$437K Buy
8,738
+10
+0.1% +$531 0.15% 98
2014
Q4
$430K Sell
8,728
-335
-4% -$16.3K 0.15% 95
2014
Q3
$416K Buy
9,063
+100
+1% +$4.28K 0.16% 93
2014
Q2
$376K Sell
8,963
-65
-0.7% -$2.62K 0.14% 94
2014
Q1
$338K Sell
9,028
-100
-1% -$3.63K 0.14% 95
2013
Q4
$350K Buy
9,128
+100
+1% +$3.69K 0.15% 89
2013
Q3
$310K Sell
9,028
-150
-2% -$5.29K 0.15% 91
2013
Q2
$321K Buy
+9,178
New +$330K 0.16% 91

Other funds holding MO

Toth Financial Advisory's MO Position: Q2 2026 in Review

Toth Financial Advisory reduced its Altria Group (MO) stake by 7.2% in Q2 2026, selling an estimated $24.7K and leaving 4,572 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #200.

Toth Financial Advisory first reported a position in MO in Q2 2013 and has held it in 53 quarters since. The position peaked at $871K in Q1 2022. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Toth Financial Advisory held 4,572 shares of Altria Group worth $329K as of Q2 2026.
  • Toth Financial Advisory sold 354 Altria Group shares in Q2 2026, an estimated $24.7K.
  • Altria Group made up 0.03% of Toth Financial Advisory's portfolio in Q2 2026, its #200 holding.
  • Toth Financial Advisory first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
  • Toth Financial Advisory's Altria Group position peaked at $871K in Q1 2022.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.