Valeo Financial 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 | $1.98M | Sell |
27,560
-3,641
| -12% | -$254K | 0.04% | 182 |
|
|
2026
Q1 | $2.06M | Sell |
31,201
-9,886
| -24% | -$636K | 0.05% | 159 |
|
|
2025
Q4 | $2.37M | Sell |
41,087
-662
| -2% | -$40K | 0.05% | 157 |
|
|
2025
Q3 | $2.76M | Sell |
41,749
-2,246
| -5% | -$142K | 0.06% | 133 |
|
|
2025
Q2 | $2.58M | Buy |
43,995
+2,211
| +5% | +$130K | 0.06% | 144 |
|
|
2025
Q1 | $2.51M | Sell |
41,784
-532
| -1% | -$29K | 0.07% | 130 |
|
|
2024
Q4 | $2.21M | Sell |
42,316
-1,127
| -3% | -$60K | 0.06% | 142 |
|
|
2024
Q3 | $2.22M | Sell |
43,443
-411
| -0.9% | -$20.8K | 0.06% | 141 |
|
|
2024
Q2 | $2M | Sell |
43,854
-1,835
| -4% | -$81.4K | 0.06% | 145 |
|
|
2024
Q1 | $1.96M | Buy |
45,689
+3,095
| +7% | +$128K | 0.07% | 144 |
|
|
2023
Q4 | $1.72M | Sell |
42,594
-6,028
| -12% | -$249K | 0.07% | 149 |
|
|
2023
Q3 | $2.04M | Buy |
48,622
+2,346
| +5% | +$104K | 0.09% | 121 |
|
|
2023
Q2 | $2.1M | Sell |
46,276
-813
| -2% | -$36.8K | 0.1% | 117 |
|
|
2023
Q1 | $2.1M | Buy |
47,089
+6,657
| +16% | +$306K | 0.1% | 120 |
|
|
2022
Q4 | $1.85M | Sell |
40,432
-2,506
| -6% | -$114K | 0.1% | 116 |
|
|
2022
Q3 | $1.73M | Buy |
42,938
+6,431
| +18% | +$281K | 0.11% | 111 |
|
|
2022
Q2 | $1.52M | Sell |
36,507
-7,848
| -18% | -$406K | 0.1% | 123 |
|
|
2022
Q1 | $2.32M | Buy |
44,355
+8,179
| +23% | +$417K | 0.12% | 106 |
|
|
2021
Q4 | $1.71M | Buy |
36,176
+850
| +2% | +$39K | 0.09% | 132 |
|
|
2021
Q3 | $1.61M | Buy |
35,326
+1,769
| +5% | +$85.4K | 0.09% | 134 |
|
|
2021
Q2 | $1.6M | Buy |
33,557
+1,489
| +5% | +$73.2K | 0.1% | 125 |
|
|
2021
Q1 | $1.64M | Buy |
32,068
+2,951
| +10% | +$132K | 0.08% | 138 |
|
|
2020
Q4 | $1.19M | Buy |
29,117
+4,167
| +17% | +$167K | 0.06% | 147 |
|
|
2020
Q3 | $964K | Sell |
24,950
-3,064
| -11% | -$128K | 0.08% | 135 |
|
|
2020
Q2 | $1.1M | Buy |
28,014
+575
| +2% | +$22.4K | 0.1% | 121 |
|
|
2020
Q1 | $1.12M | Sell |
27,439
-180
| -0.7% | -$7.99K | 0.12% | 113 |
|
|
2019
Q4 | $1.38M | Buy |
27,619
+805
| +3% | +$38K | 0.13% | 104 |
|
|
2019
Q3 | $1.1M | Sell |
26,814
-6,567
| -20% | -$302K | 0.12% | 116 |
|
|
2019
Q2 | $1.58M | Sell |
33,381
-4,809
| -13% | -$252K | 0.18% | 83 |
|
|
2019
Q1 | $2.19M | Buy |
38,190
+4,247
| +13% | +$217K | 0.27% | 65 |
|
|
2018
Q4 | $1.68M | Buy |
33,943
+2,190
| +7% | +$127K | 0.24% | 67 |
|
|
2018
Q3 | $2.07M | Buy |
31,753
+3,027
| +11% | +$180K | 0.28% | 58 |
|
|
2018
Q2 | $1.7M | Buy |
28,726
+1,015
| +4% | +$58.5K | 0.24% | 72 |
|
|
2018
Q1 | $1.73M | Buy |
27,711
+224
| +0.8% | +$14.8K | 0.28% | 66 |
|
|
2017
Q4 | $1.96M | Buy |
27,487
+1,189
| +5% | +$79.7K | 0.32% | 64 |
|
|
2017
Q3 | $1.67M | Buy |
+26,298
| New | +$1.75M | 0.38% | 59 |
|
Other funds holding MO
Valeo Financial Advisors's MO Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Altria Group (MO) stake by 12% in Q2 2026, selling an estimated $254K and leaving 27,560 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #182.
Valeo Financial Advisors first reported a position in MO in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.76M in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Valeo Financial Advisors held 27,560 shares of Altria Group worth $1.98M as of Q2 2026.
- Valeo Financial Advisors sold 3,641 Altria Group shares in Q2 2026, an estimated $254K.
- Altria Group made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #182 holding.
- Valeo Financial Advisors first reported a position in Altria Group in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Altria Group position peaked at $2.76M in Q3 2025.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.