Valmark Advisers’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 | $360K | Sell |
5,008
-867
| -15% | -$60.5K | ﹤0.01% | 575 |
|
|
2026
Q1 | $388K | Buy |
5,875
+1,032
| +21% | +$66.4K | ﹤0.01% | 529 |
|
|
2025
Q4 | $279K | Sell |
4,843
-548
| -10% | -$33.1K | ﹤0.01% | 574 |
|
|
2025
Q3 | $356K | Sell |
5,391
-262
| -5% | -$16.6K | ﹤0.01% | 509 |
|
|
2025
Q2 | $331K | Buy |
5,653
+643
| +13% | +$37.8K | ﹤0.01% | 523 |
|
|
2025
Q1 | $301K | Sell |
5,010
-137
| -3% | -$7.48K | ﹤0.01% | 517 |
|
|
2024
Q4 | $269K | Buy |
5,147
+1,065
| +26% | +$56.7K | ﹤0.01% | 531 |
|
|
2024
Q3 | $208K | Buy |
+4,082
| New | +$206K | ﹤0.01% | 572 |
|
|
2024
Q2 | – | Sell |
-7,224
| Closed | -$315K | – | 572 |
|
|
2024
Q1 | $315K | Buy |
7,224
+60
| +0.8% | +$2.49K | 0.01% | 445 |
|
|
2023
Q4 | $289K | Sell |
7,164
-166
| -2% | -$6.87K | 0.01% | 428 |
|
|
2023
Q3 | $308K | Sell |
7,330
-63
| -0.9% | -$2.78K | 0.01% | 391 |
|
|
2023
Q2 | $335K | Sell |
7,393
-24,642
| -77% | -$1.12M | 0.01% | 386 |
|
|
2023
Q1 | $1.43M | Buy |
32,035
+18
| +0.1% | +$827 | 0.03% | 182 |
|
|
2022
Q4 | $1.46M | Buy |
32,017
+1,403
| +5% | +$63.6K | 0.03% | 171 |
|
|
2022
Q3 | $1.24M | Buy |
30,614
+239
| +0.8% | +$10.4K | 0.02% | 164 |
|
|
2022
Q2 | $1.27M | Buy |
30,375
+374
| +1% | +$19.4K | 0.02% | 166 |
|
|
2022
Q1 | $1.57M | Buy |
30,001
+646
| +2% | +$32.9K | 0.03% | 151 |
|
|
2021
Q4 | $1.39M | Buy |
29,355
+4,311
| +17% | +$198K | 0.02% | 156 |
|
|
2021
Q3 | $1.14M | Sell |
25,044
-11
| -0% | -$531 | 0.02% | 174 |
|
|
2021
Q2 | $1.2M | Sell |
25,055
-149
| -0.6% | -$7.32K | 0.02% | 170 |
|
|
2021
Q1 | $1.29M | Buy |
25,204
+845
| +3% | +$37.9K | 0.02% | 154 |
|
|
2020
Q4 | $999K | Sell |
24,359
-987
| -4% | -$39.6K | 0.02% | 167 |
|
|
2020
Q3 | $979K | Buy |
25,346
+5
| +0% | +$208 | 0.02% | 136 |
|
|
2020
Q2 | $995K | Sell |
25,341
-105
| -0.4% | -$4.1K | 0.02% | 116 |
|
|
2020
Q1 | $984K | Sell |
25,446
-1,192
| -4% | -$52.9K | 0.03% | 99 |
|
|
2019
Q4 | $1.33M | Sell |
26,638
-445
| -2% | -$21K | 0.03% | 84 |
|
|
2019
Q3 | $1.11M | Buy |
27,083
+506
| +2% | +$23.3K | 0.02% | 96 |
|
|
2019
Q2 | $1.26M | Sell |
26,577
-701
| -3% | -$36.7K | 0.03% | 80 |
|
|
2019
Q1 | $1.57M | Sell |
27,278
-8
| -0% | -$409 | 0.03% | 68 |
|
|
2018
Q4 | $1.35M | Buy |
27,286
+60
| +0.2% | +$3.48K | 0.03% | 68 |
|
|
2018
Q3 | $1.64M | Sell |
27,226
-1,163
| -4% | -$69K | 0.04% | 57 |
|
|
2018
Q2 | $1.61M | Sell |
28,389
-200
| -0.7% | -$11.5K | 0.04% | 59 |
|
|
2018
Q1 | $1.78M | Sell |
28,589
-2,384
| -8% | -$158K | 0.04% | 55 |
|
|
2017
Q4 | $2.21M | Buy |
+30,973
| New | +$2.08M | 0.05% | 48 |
|
Other funds holding MO
Valmark Advisers's MO Position: Q2 2026 in Review
Valmark Advisers reduced its Altria Group (MO) stake by 15% in Q2 2026, selling an estimated $60.5K and leaving 5,008 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #575.
Valmark Advisers first reported a position in MO in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.21M in Q4 2017. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Valmark Advisers held 5,008 shares of Altria Group worth $360K as of Q2 2026.
- Valmark Advisers sold 867 Altria Group shares in Q2 2026, an estimated $60.5K.
- Altria Group made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #575 holding.
- Valmark Advisers first reported a position in Altria Group in Q4 2017 and has held it in 34 quarters since.
- Valmark Advisers's Altria Group position peaked at $2.21M in Q4 2017.
- 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.