Tradewinds Capital Management’s Altria Group MO Stock Holding History

Tradewinds Capital Management’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
2026 Q2	$21.6K	Sell	300 -6	-2%	-$419	﹤0.01%	310
2026 Q1	$20.2K	Buy	306 +6	+2%	+$386	﹤0.01%	317
2025 Q4	$17.3K	Hold	300	–	–	﹤0.01%	322
2025 Q3	$19.8K	Hold	300	–	–	﹤0.01%	297
2025 Q2	$17.6K	Sell	300 -2	-0.7%	-$117	﹤0.01%	293
2025 Q1	$18.1K	Buy	302 +2	+0.7%	+$109	﹤0.01%	296
2024 Q4	$15.7K	Hold	300	–	–	﹤0.01%	321
2024 Q3	$15.3K	Hold	300	–	–	﹤0.01%	299
2024 Q2	$13.7K	Hold	300	–	–	﹤0.01%	300
2024 Q1	$13.1K	Hold	300	–	–	﹤0.01%	286
2023 Q4	$12.1K	Hold	300	–	–	﹤0.01%	233
2023 Q3	$12.6K	Hold	300	–	–	﹤0.01%	220
2023 Q2	$13.6K	Hold	300	–	–	﹤0.01%	212
2023 Q1	$13.4K	Hold	300	–	–	﹤0.01%	219
2022 Q4	$13.7K	Hold	300	–	–	0.01%	194
2022 Q3	$12K	Hold	300	–	–	﹤0.01%	197
2022 Q2	$13K	Sell	300 -732	-71%	-$37.9K	﹤0.01%	186
2022 Q1	$54K	Hold	1,032	–	–	0.01%	242
2021 Q4	$49K	Sell	1,032 -100	-9%	-$4.58K	0.01%	256
2021 Q3	$52K	Hold	1,132	–	–	0.01%	237
2021 Q2	$54K	Hold	1,132	–	–	0.01%	239
2021 Q1	$58K	Sell	1,132 -126	-10%	-$5.65K	0.01%	211
2020 Q4	$52K	Buy	1,258 +126	+11%	+$5.06K	0.01%	214
2020 Q3	$44K	Sell	1,132 -238	-17%	-$9.9K	0.01%	209
2020 Q2	$54K	Sell	1,370 -224	-14%	-$8.74K	0.01%	184
2020 Q1	$62K	Buy	1,594 +51	+3%	+$2.26K	0.02%	165
2019 Q4	$77K	Buy	1,543 +300	+24%	+$14.2K	0.02%	159
2019 Q3	$51K	Sell	1,243 -286	-19%	-$13.2K	0.02%	177
2019 Q2	$72K	Buy	1,529 +1	+0.1%	+$52	0.03%	138
2019 Q1	$88K	Buy	1,528 +896	+142%	+$45.8K	0.03%	147
2018 Q4	$31K	Sell	632 -500	-44%	-$29K	0.02%	225
2018 Q3	$68K	Hold	1,132	–	–	0.03%	181
2018 Q2	$64K	Sell	1,132 -638	-36%	-$36.8K	0.03%	185
2018 Q1	$110K	Buy	1,770 +1	+0.1%	+$66	0.05%	135
2017 Q4	$126K	Buy	1,769 +501	+40%	+$33.6K	0.06%	126
2017 Q3	$80K	Buy	1,268 +1	+0.1%	+$67	0.04%	165
2017 Q2	$94K	Sell	1,267 -267	-17%	-$19.5K	0.05%	149
2017 Q1	$110K	Buy	1,534 +3	+0.2%	+$217	0.07%	133
2016 Q4	$104K	Buy	1,531 +4	+0.3%	+$258	0.07%	138
2016 Q3	$97K	Buy	1,527 +848	+125%	+$56.4K	0.07%	140
2016 Q2	$47K	Buy	679 +3	+0.4%	+$192	0.03%	204
2016 Q1	$42K	Buy	676 +2	+0.3%	+$121	0.03%	235
2015 Q4	$39K	Buy	674 +87	+15%	+$5.04K	0.03%	234
2015 Q3	$32K	Sell	587 -394	-40%	-$21.1K	0.03%	246
2015 Q2	$48K	Sell	981 -71	-7%	-$3.6K	0.03%	236
2015 Q1	$53K	Buy	1,052 +3	+0.3%	+$159	0.04%	210
2014 Q4	$52K	Hold	1,049	–	–	0.04%	212
2014 Q3	$48K	Hold	1,049	–	–	0.04%	210
2014 Q2	$44K	Sell	1,049 -153	-13%	-$6.16K	0.03%	223
2014 Q1	$45K	Sell	1,202 -49	-4%	-$1.78K	0.04%	226
2013 Q4	$48K	Buy	+1,251	New	+$46.2K	0.04%	218

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tradewinds Capital Management's MO Position: Q2 2026 in Review

Tradewinds Capital Management reduced its Altria Group (MO) stake by 2% in Q2 2026, selling an estimated $419 and leaving 300 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Tradewinds Capital Management first reported a position in MO in Q4 2013 and has held it in 51 quarters since. The position peaked at $126K in Q4 2017. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Tradewinds Capital Management held 300 shares of Altria Group worth $21.6K as of Q2 2026.
Tradewinds Capital Management sold 6 Altria Group shares in Q2 2026, an estimated $419.
Altria Group made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #310 holding.
Tradewinds Capital Management first reported a position in Altria Group in Q4 2013 and has held it in 51 quarters since.
Tradewinds Capital Management's Altria Group position peaked at $126K in Q4 2017.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.