Verus Financial Partners’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 | $3.94M | Sell |
54,706
-43
| -0.1% | -$3K | 0.34% | 24 |
|
|
2026
Q1 | $3.56M | Sell |
54,749
-93
| -0.2% | -$5.98K | 0.32% | 24 |
|
|
2025
Q4 | $3.45M | Buy |
54,842
+812
| +2% | +$49K | 0.32% | 24 |
|
|
2025
Q3 | $3.57M | Buy |
54,030
+562
| +1% | +$35.6K | 0.34% | 24 |
|
|
2025
Q2 | $3.09M | Sell |
53,468
-429
| -0.8% | -$25.2K | 0.31% | 24 |
|
|
2025
Q1 | $3.1M | Sell |
53,897
-275
| -0.5% | -$15K | 0.35% | 21 |
|
|
2024
Q4 | $2.76M | Buy |
54,172
+2
| +0% | +$107 | 0.31% | 23 |
|
|
2024
Q3 | $2.76M | Sell |
54,170
-1,928
| -3% | -$97.4K | 0.3% | 23 |
|
|
2024
Q2 | $2.56M | Buy |
56,098
+782
| +1% | +$34.7K | 0.3% | 23 |
|
|
2024
Q1 | $2.41M | Sell |
55,316
-6,351
| -10% | -$263K | 0.28% | 23 |
|
|
2023
Q4 | $2.48M | Buy |
61,667
+5,958
| +11% | +$246K | 0.31% | 23 |
|
|
2023
Q3 | $2.38M | Buy |
55,709
+359
| +0.6% | +$15.9K | 0.31% | 25 |
|
|
2023
Q2 | $2.52M | Sell |
55,350
-5,208
| -9% | -$236K | 0.32% | 25 |
|
|
2023
Q1 | $2.79M | Sell |
60,558
-89
| -0.1% | -$4.09K | 0.38% | 22 |
|
|
2022
Q4 | $2.73M | Sell |
60,647
-287
| -0.5% | -$13K | 0.38% | 23 |
|
|
2022
Q3 | $2.73M | Sell |
60,934
-118
| -0.2% | -$5.15K | 0.41% | 19 |
|
|
2022
Q2 | $2.61M | Buy |
61,052
+193
| +0.3% | +$9.99K | 0.37% | 19 |
|
|
2022
Q1 | $3.34M | Buy |
60,859
+26
| +0% | +$1.32K | 0.47% | 17 |
|
|
2021
Q4 | $2.88M | Sell |
60,833
-169
| -0.3% | -$7.74K | 0.38% | 19 |
|
|
2021
Q3 | $2.94M | Sell |
61,002
-212
| -0.3% | -$10.2K | 0.44% | 18 |
|
|
2021
Q2 | $2.89M | Buy |
61,214
+997
| +2% | +$49K | 0.44% | 16 |
|
|
2021
Q1 | $3.08M | Sell |
60,217
-2,045
| -3% | -$91.6K | 0.49% | 16 |
|
|
2020
Q4 | $2.55M | Buy |
+62,262
| New | +$2.5M | 0.44% | 17 |
|
|
2020
Q3 | – | Sell |
-65,074
| Closed | -$2.55M | – | 197 |
|
|
2020
Q2 | $2.55M | Sell |
65,074
-19,186
| -23% | -$749K | 0.55% | 15 |
|
|
2020
Q1 | $3.26M | Sell |
84,260
-616
| -0.7% | -$27.3K | 0.99% | 13 |
|
|
2019
Q4 | $4.24M | Buy |
84,876
+3,899
| +5% | +$184K | 1.28% | 9 |
|
|
2019
Q3 | $3.31M | Sell |
80,977
-508
| -0.6% | -$23.4K | 1.09% | 10 |
|
|
2019
Q2 | $3.86M | Buy |
81,485
+48
| +0.1% | +$2.51K | 1.3% | 10 |
|
|
2019
Q1 | $4.68M | Buy |
81,437
+331
| +0.4% | +$16.9K | 1.65% | 10 |
|
|
2018
Q4 | $4.89M | Hold |
81,106
| – | – | 1.76% | 9 |
|
|
2018
Q3 | $4.89M | Buy |
81,106
+628
| +0.8% | +$37.3K | 1.76% | 9 |
|
|
2018
Q2 | $4.57M | Sell |
80,478
-2,728
| -3% | -$157K | 1.72% | 9 |
|
|
2018
Q1 | $5.18M | Sell |
83,206
-5,319
| -6% | -$352K | 1.96% | 8 |
|
|
2017
Q4 | $6.32M | Buy |
88,525
+3,658
| +4% | +$245K | 2.31% | 8 |
|
|
2017
Q3 | $5.38M | Sell |
84,867
-1,211
| -1% | -$80.7K | 2.08% | 8 |
|
|
2017
Q2 | $6.41M | Buy |
86,078
+8,498
| +11% | +$622K | 2.59% | 7 |
|
|
2017
Q1 | $5.54M | Buy |
77,580
+1,560
| +2% | +$113K | 2.27% | 8 |
|
|
2016
Q4 | $5.14M | Sell |
76,020
-308
| -0.4% | -$19.8K | 2.23% | 9 |
|
|
2016
Q3 | $4.83M | Sell |
76,328
-152
| -0.2% | -$10.1K | 2.15% | 9 |
|
|
2016
Q2 | $5.27M | Sell |
76,480
-1,555
| -2% | -$99.6K | 2.37% | 7 |
|
|
2016
Q1 | $4.89M | Buy |
78,035
+8,502
| +12% | +$514K | 2.25% | 9 |
|
|
2015
Q4 | $4.05M | Sell |
69,533
-882
| -1% | -$51.1K | 1.91% | 9 |
|
|
2015
Q3 | $3.83M | Buy |
70,415
+169
| +0.2% | +$9.06K | 2.04% | 9 |
|
|
2015
Q2 | $3.44M | Sell |
70,246
-1,477
| -2% | -$74.9K | 1.74% | 10 |
|
|
2015
Q1 | $3.59M | Buy |
71,723
+1,054
| +1% | +$56K | 1.82% | 10 |
|
|
2014
Q4 | $3.48M | Buy |
70,669
+18,088
| +34% | +$881K | 1.87% | 10 |
|
|
2014
Q3 | $2.42M | Sell |
52,581
-164
| -0.3% | -$7.03K | 1.36% | 11 |
|
|
2014
Q2 | $2.21M | Buy |
52,745
+94
| +0.2% | +$3.78K | 1.24% | 11 |
|
|
2014
Q1 | $1.97M | Sell |
52,651
-18
| -0% | -$654 | 1.09% | 10 |
|
|
2013
Q4 | $2.02M | Sell |
52,669
-1,810
| -3% | -$66.8K | 1.05% | 13 |
|
|
2013
Q3 | $1.87M | Buy |
54,479
+810
| +2% | +$28.5K | 1.02% | 13 |
|
|
2013
Q2 | $1.88M | Buy |
+53,669
| New | +$1.93M | 1.07% | 13 |
|
Other funds holding MO
SLAM
ETC
Verus Financial Partners's MO Position: Q2 2026 in Review
Verus Financial Partners reduced its Altria Group (MO) stake by 0.08% in Q2 2026, selling an estimated $3K and leaving 54,706 shares worth $3.94M. The position accounts for 0.34% of the portfolio, ranked #24.
Verus Financial Partners first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.41M in Q2 2017. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Verus Financial Partners held 54,706 shares of Altria Group worth $3.94M as of Q2 2026.
- Verus Financial Partners sold 43 Altria Group shares in Q2 2026, an estimated $3K.
- Altria Group made up 0.34% of Verus Financial Partners's portfolio in Q2 2026, its #24 holding.
- Verus Financial Partners first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
- Verus Financial Partners's Altria Group position peaked at $6.41M in Q2 2017.
- 1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.