Turtle Creek Wealth Advisors’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
$991K Buy
13,774
+426
+3% +$29.7K 0.05% 166
2026
Q1
$881K Buy
13,348
+1,917
+17% +$123K 0.07% 154
2025
Q4
$659K Buy
11,431
+563
+5% +$34K 0.05% 201
2025
Q3
$718K Buy
10,868
+6,423
+144% +$407K 0.06% 168
2025
Q2
$261K Buy
+4,445
New +$261K 0.03% 232
2024
Q1
Sell
-52
Closed -$2.1K 571
2023
Q4
$2.1K Buy
+52
New +$2.15K ﹤0.01% 778

Other funds holding MO

Turtle Creek Wealth Advisors's MO Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Altria Group (MO) stake by 3.2% in Q2 2026, buying an estimated $29.7K and bringing the position to 13,774 shares worth $991K. The position accounts for 0.05% of the portfolio, ranked #166.

Turtle Creek Wealth Advisors first reported a position in MO in Q4 2023 and has held it in 6 quarters since. 1,362 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Turtle Creek Wealth Advisors held 13,774 shares of Altria Group worth $991K as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 426 Altria Group shares in Q2 2026, an estimated $29.7K.
  • Altria Group made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • Turtle Creek Wealth Advisors first reported a position in Altria Group in Q4 2023 and has held it in 6 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.