Trivium Point 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 | $2.48M | Buy |
34,519
+17,405
| +102% | +$1.21M | 0.23% | 104 |
|
|
2026
Q1 | $1.13M | Sell |
17,114
-21,985
| -56% | -$1.41M | 0.2% | 119 |
|
|
2025
Q4 | $2.25M | Sell |
39,099
-2,795
| -7% | -$169K | 0.23% | 108 |
|
|
2025
Q3 | $2.77M | Buy |
41,894
+589
| +1% | +$37.3K | 0.28% | 92 |
|
|
2025
Q2 | $2.42M | Sell |
41,305
-1,828
| -4% | -$107K | 0.26% | 102 |
|
|
2025
Q1 | $2.59M | Sell |
43,133
-2,797
| -6% | -$153K | 0.32% | 89 |
|
|
2024
Q4 | $2.4M | Sell |
45,930
-393
| -0.8% | -$20.9K | 0.3% | 92 |
|
|
2024
Q3 | $2.56M | Buy |
46,323
+904
| +2% | +$45.7K | 0.36% | 89 |
|
|
2024
Q2 | $2.07M | Buy |
45,419
+3,168
| +7% | +$141K | 0.31% | 98 |
|
|
2024
Q1 | $1.84M | Buy |
42,251
+11,523
| +38% | +$478K | 0.4% | 73 |
|
|
2023
Q4 | $1.24M | Buy |
30,728
+2,714
| +10% | +$112K | 0.3% | 96 |
|
|
2023
Q3 | $1.15M | Sell |
28,014
-379
| -1% | -$16.7K | 0.32% | 100 |
|
|
2023
Q2 | $1.29M | Buy |
28,393
+98
| +0.3% | +$4.44K | 0.35% | 99 |
|
|
2023
Q1 | $1.26M | Buy |
28,295
+452
| +2% | +$20.8K | 0.34% | 99 |
|
|
2022
Q4 | $1.29M | Sell |
27,843
-160
| -0.6% | -$7.25K | 0.38% | 95 |
|
|
2022
Q3 | $1.2M | Buy |
28,003
+538
| +2% | +$23.5K | 0.37% | 85 |
|
|
2022
Q2 | $1.15M | Sell |
27,465
-567
| -2% | -$29.4K | 0.34% | 99 |
|
|
2022
Q1 | $1.51M | Buy |
28,032
+246
| +0.9% | +$12.5K | 0.34% | 99 |
|
|
2021
Q4 | $1.32M | Buy |
27,786
+1,544
| +6% | +$70.8K | 0.28% | 105 |
|
|
2021
Q3 | $1.22M | Sell |
26,242
-5,595
| -18% | -$270K | 0.29% | 104 |
|
|
2021
Q2 | $1.52M | Sell |
31,837
-1,410
| -4% | -$69.3K | 0.38% | 94 |
|
|
2021
Q1 | $1.7M | Buy |
33,247
+206
| +0.6% | +$9.23K | 0.46% | 79 |
|
|
2020
Q4 | $1.38M | Buy |
33,041
+2,272
| +7% | +$91.2K | 0.4% | 96 |
|
|
2020
Q3 | $1.19M | Buy |
30,769
+813
| +3% | +$33.8K | 0.42% | 92 |
|
|
2020
Q2 | $1.19M | Buy |
29,956
+3,742
| +14% | +$146K | 0.47% | 79 |
|
|
2020
Q1 | $1.05M | Buy |
26,214
+7,199
| +38% | +$319K | 0.54% | 74 |
|
|
2019
Q4 | $949K | Sell |
19,015
-1,737
| -8% | -$81.9K | 0.37% | 102 |
|
|
2019
Q3 | $881K | Sell |
20,752
-848
| -4% | -$39K | 0.4% | 104 |
|
|
2019
Q2 | $1.02M | Buy |
21,600
+1,147
| +6% | +$60.1K | 0.46% | 96 |
|
|
2019
Q1 | $1.18M | Buy |
20,453
+3,742
| +22% | +$191K | 0.55% | 85 |
|
|
2018
Q4 | $825K | Buy |
+16,711
| New | +$968K | 0.5% | 94 |
|
Other funds holding MO
Trivium Point Advisory's MO Position: Q2 2026 in Review
Trivium Point Advisory increased its Altria Group (MO) stake by 102% in Q2 2026, buying an estimated $1.21M and bringing the position to 34,519 shares worth $2.48M. The position accounts for 0.23% of the portfolio, ranked #104.
Trivium Point Advisory first reported a position in MO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.77M in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Trivium Point Advisory held 34,519 shares of Altria Group worth $2.48M as of Q2 2026.
- Trivium Point Advisory bought 17,405 Altria Group shares in Q2 2026, an estimated $1.21M.
- Altria Group made up 0.23% of Trivium Point Advisory's portfolio in Q2 2026, its #104 holding.
- Trivium Point Advisory first reported a position in Altria Group in Q4 2018 and has held it in 31 quarters since.
- Trivium Point Advisory's Altria Group position peaked at $2.77M in Q3 2025.
- 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.