Viewpoint Capital Management’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
$1.33M Sell
18,431
-6,291
-25% -$439K 0.68% 40
2026
Q1
$1.63M Buy
24,722
+1,150
+5% +$74K 0.76% 37
2025
Q4
$1.36M Buy
23,572
+94
+0.4% +$5.68K 0.59% 45
2025
Q3
$1.55M Buy
23,478
+120
+0.5% +$7.6K 0.68% 38
2025
Q2
$1.37M Sell
23,358
-1,381
-6% -$81.1K 0.67% 40
2025
Q1
$1.48M Buy
24,739
+1,458
+6% +$79.6K 0.8% 37
2024
Q4
$1.22M Buy
23,281
+3,746
+19% +$200K 0.64% 41
2024
Q3
$997K Sell
19,535
-71
-0.4% -$3.59K 0.56% 45
2024
Q2
$893K Sell
19,606
-71
-0.4% -$3.15K 0.55% 45
2024
Q1
$858K Sell
19,677
-326
-2% -$13.5K 0.55% 44
2023
Q4
$807K Sell
20,003
-89
-0.4% -$3.68K 0.56% 44
2023
Q3
$845K Sell
20,092
-60
-0.3% -$2.65K 0.68% 40
2023
Q2
$913K Buy
20,152
+810
+4% +$36.7K 0.71% 38
2023
Q1
$863K Sell
19,342
-601
-3% -$27.6K 0.77% 34
2022
Q4
$912K Buy
19,943
+79
+0.4% +$3.58K 0.88% 34
2022
Q3
$802K Sell
19,864
-333
-2% -$14.5K 0.79% 34
2022
Q2
$844K Sell
20,197
-300
-1% -$15.5K 0.79% 36
2022
Q1
$1.07M Sell
20,497
-965
-4% -$49.2K 0.83% 33
2021
Q4
$1.02M Buy
+21,462
New +$983K 0.74% 34

Other funds holding MO

Viewpoint Capital Management's MO Position: Q2 2026 in Review

Viewpoint Capital Management reduced its Altria Group (MO) stake by 25% in Q2 2026, selling an estimated $439K and leaving 18,431 shares worth $1.33M. The position accounts for 0.68% of the portfolio, ranked #40.

Viewpoint Capital Management first reported a position in MO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.63M in Q1 2026. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Viewpoint Capital Management held 18,431 shares of Altria Group worth $1.33M as of Q2 2026.
  • Viewpoint Capital Management sold 6,291 Altria Group shares in Q2 2026, an estimated $439K.
  • Altria Group made up 0.68% of Viewpoint Capital Management's portfolio in Q2 2026, its #40 holding.
  • Viewpoint Capital Management first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • Viewpoint Capital Management's Altria Group position peaked at $1.63M in Q1 2026.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.