WBH Advisory’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
Q1 | $559K | Sell |
8,541
-164
| -2% | -$10.6K | 0.04% | 229 |
|
|
2025
Q4 | $502K | Buy |
8,705
+1,398
| +19% | +$84.4K | 0.04% | 235 |
|
|
2025
Q3 | $483K | Sell |
7,307
-748
| -9% | -$47.4K | 0.04% | 241 |
|
|
2025
Q2 | $472K | Sell |
8,055
-167
| -2% | -$9.81K | 0.04% | 234 |
|
|
2025
Q1 | $494K | Buy |
8,222
+714
| +10% | +$39K | 0.05% | 213 |
|
|
2024
Q4 | $393K | Sell |
7,508
-44
| -0.6% | -$2.34K | 0.04% | 235 |
|
|
2024
Q3 | $385K | Sell |
7,552
-786
| -9% | -$39.7K | 0.04% | 238 |
|
|
2024
Q2 | $380K | Sell |
8,338
-37
| -0.4% | -$1.64K | 0.04% | 233 |
|
|
2024
Q1 | $365K | Buy |
8,375
+228
| +3% | +$9.45K | 0.04% | 245 |
|
|
2023
Q4 | $329K | Sell |
8,147
-47
| -0.6% | -$1.94K | 0.04% | 252 |
|
|
2023
Q3 | $345K | Sell |
8,194
-2,029
| -20% | -$89.6K | 0.04% | 239 |
|
|
2023
Q2 | $463K | Sell |
10,223
-236
| -2% | -$10.7K | 0.05% | 210 |
|
|
2023
Q1 | $467K | Buy |
+10,459
| New | +$481K | 0.06% | 211 |
|
|
2022
Q3 | $449K | Sell |
11,125
-2,440
| -18% | -$106K | 0.06% | 200 |
|
|
2022
Q2 | $569K | Buy |
13,565
+340
| +3% | +$17.6K | 0.08% | 190 |
|
|
2022
Q1 | $730K | Sell |
13,225
-1,218
| -8% | -$62K | 0.09% | 179 |
|
|
2021
Q4 | $684K | Sell |
14,443
-633
| -4% | -$29K | 0.08% | 193 |
|
|
2021
Q3 | $686K | Sell |
15,076
-34
| -0.2% | -$1.64K | 0.09% | 175 |
|
|
2021
Q2 | $719K | Buy |
15,110
+529
| +4% | +$26K | 0.11% | 149 |
|
|
2021
Q1 | $746K | Sell |
14,581
-21
| -0.1% | -$941 | 0.12% | 143 |
|
|
2020
Q4 | $615K | Sell |
14,602
-317
| -2% | -$12.7K | 0.11% | 150 |
|
|
2020
Q3 | $576K | Sell |
14,919
-462
| -3% | -$19.2K | 0.12% | 146 |
|
|
2020
Q2 | $603K | Sell |
15,381
-2,831
| -16% | -$110K | 0.15% | 132 |
|
|
2020
Q1 | $704 | Sell |
18,212
-1,895
| -9% | -$84.1K | 0.17% | 107 |
|
|
2019
Q4 | $1M | Sell |
20,107
-1,460
| -7% | -$68.9K | 0.21% | 105 |
|
|
2019
Q3 | $882K | Sell |
21,567
-6,939
| -24% | -$319K | 0.2% | 115 |
|
|
2019
Q2 | $1.35M | Sell |
28,506
-2,851
| -9% | -$149K | 0.31% | 78 |
|
|
2019
Q1 | $1.8M | Sell |
31,357
-1,432
| -4% | -$73.2K | 0.43% | 57 |
|
|
2018
Q4 | $1.62K | Sell |
32,789
-1,315
| -4% | -$76.2K | 0.39% | 60 |
|
|
2018
Q3 | $2.06M | Sell |
34,104
-778
| -2% | -$46.2K | 0.5% | 47 |
|
|
2018
Q2 | $1.98M | Sell |
34,882
-279
| -0.8% | -$16.1K | 0.51% | 44 |
|
|
2018
Q1 | $2.19M | Sell |
35,161
-899
| -2% | -$59.5K | 0.6% | 39 |
|
|
2017
Q4 | $2.58M | Sell |
36,060
-1,318
| -4% | -$88.3K | 0.69% | 35 |
|
|
2017
Q3 | $2.37M | Sell |
37,378
-376
| -1% | -$25.1K | 0.66% | 36 |
|
|
2017
Q2 | $2.81M | Sell |
37,754
-1,164
| -3% | -$85.2K | 0.79% | 31 |
|
|
2017
Q1 | $2.78M | Buy |
38,918
+551
| +1% | +$39.9K | 0.83% | 31 |
|
|
2016
Q4 | $2.59M | Sell |
38,367
-542
| -1% | -$34.9K | 0.86% | 29 |
|
|
2016
Q3 | $2.46M | Buy |
38,909
+1,922
| +5% | +$128K | 0.84% | 26 |
|
|
2016
Q2 | $2.55M | Sell |
36,987
-492
| -1% | -$31.5K | 0.99% | 21 |
|
|
2016
Q1 | $2.35M | Sell |
37,479
-26
| -0.1% | -$1.57K | 0.79% | 23 |
|
|
2015
Q4 | $2.18K | Sell |
37,505
-708
| -2% | -$41K | 0.76% | 26 |
|
|
2015
Q3 | $2.08M | Buy |
38,213
+59
| +0.2% | +$3.16K | 0.86% | 25 |
|
|
2015
Q2 | $1.87M | Sell |
38,154
-1,542
| -4% | -$78.2K | 0.73% | 33 |
|
|
2015
Q1 | $1.99K | Sell |
39,696
-5,815
| -13% | -$309K | 0.56% | 32 |
|
|
2014
Q4 | $2.24M | Sell |
45,511
-1,388
| -3% | -$67.6K | 0.85% | 27 |
|
|
2014
Q3 | $2.15M | Sell |
46,899
-2,960
| -6% | -$127K | 0.76% | 24 |
|
|
2014
Q2 | $2.09M | Sell |
49,859
-1,657
| -3% | -$66.7K | 0.79% | 26 |
|
|
2014
Q1 | $1.93M | Sell |
51,516
-3,279
| -6% | -$119K | 0.77% | 26 |
|
|
2013
Q4 | $2.1M | Buy |
54,795
+1,055
| +2% | +$38.9K | 0.85% | 26 |
|
|
2013
Q3 | $1.85M | Sell |
53,740
-1,245
| -2% | -$43.9K | 0.83% | 26 |
|
|
2013
Q2 | $1.92M | Buy |
+54,985
| New | +$1.98M | 0.89% | 25 |
|
Other funds holding MO
VCM
VPM
WBH Advisory's MO Position: Q1 2026 in Review
WBH Advisory reduced its Altria Group (MO) stake by 1.9% in Q1 2026, selling an estimated $10.6K and leaving 8,541 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #229.
WBH Advisory first reported a position in MO in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.81M in Q2 2017. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- WBH Advisory held 8,541 shares of Altria Group worth $559K as of Q1 2026.
- WBH Advisory sold 164 Altria Group shares in Q1 2026, an estimated $10.6K.
- Altria Group made up 0.04% of WBH Advisory's portfolio in Q1 2026, its #229 holding.
- WBH Advisory first reported a position in Altria Group in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Altria Group position peaked at $2.81M in Q2 2017.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.