WBI Investments’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 | $4.17M | Buy |
63,139
+12,442
| +25% | +$801K | 1.15% | 9 |
|
|
2025
Q4 | $2.92M | Sell |
50,697
-7,325
| -13% | -$442K | 0.76% | 19 |
|
|
2025
Q3 | $3.83M | Buy |
58,022
+14,555
| +33% | +$922K | 0.98% | 12 |
|
|
2025
Q2 | $2.55M | Sell |
43,467
-13,386
| -24% | -$786K | 0.66% | 27 |
|
|
2025
Q1 | $3.41M | Sell |
56,853
-7,652
| -12% | -$418K | 0.9% | 17 |
|
|
2024
Q4 | $3.37M | Sell |
64,505
-148
| -0.2% | -$7.88K | 0.84% | 23 |
|
|
2024
Q3 | $3.3M | Sell |
64,653
-21,723
| -25% | -$1.1M | 0.79% | 24 |
|
|
2024
Q2 | $3.93M | Sell |
86,376
-111,542
| -56% | -$4.95M | 0.95% | 26 |
|
|
2024
Q1 | $8.63M | Buy |
197,918
+20,404
| +11% | +$846K | 1.8% | 8 |
|
|
2023
Q4 | $7.16M | Buy |
177,514
+82,350
| +87% | +$3.41M | 1.43% | 14 |
|
|
2023
Q3 | $4M | Sell |
95,164
-72,693
| -43% | -$3.21M | 0.81% | 22 |
|
|
2023
Q2 | $7.6M | Buy |
167,857
+40,885
| +32% | +$1.85M | 1.38% | 15 |
|
|
2023
Q1 | $5.67M | Buy |
126,972
+45,944
| +57% | +$2.11M | 1.13% | 17 |
|
|
2022
Q4 | $3.7M | Buy |
+81,028
| New | +$3.67M | 0.79% | 30 |
|
|
2022
Q2 | – | Sell |
-28,693
| Closed | -$1.45M | – | 168 |
|
|
2022
Q1 | $1.45M | Sell |
28,693
-38,027
| -57% | -$1.94M | 0.24% | 98 |
|
|
2021
Q4 | $3.05M | Sell |
66,720
-13,107
| -16% | -$601K | 0.49% | 52 |
|
|
2021
Q3 | $3.63M | Buy |
79,827
+16,665
| +26% | +$805K | 0.61% | 36 |
|
|
2021
Q2 | $3.01M | Buy |
63,162
+57,008
| +926% | +$2.8M | 0.46% | 51 |
|
|
2021
Q1 | $315K | Sell |
6,154
-28,134
| -82% | -$1.26M | 0.05% | 166 |
|
|
2020
Q4 | $1.41M | Buy |
+34,288
| New | +$1.38M | 0.21% | 87 |
|
|
2020
Q1 | – | Sell |
-97,038
| Closed | -$4.84M | – | 162 |
|
|
2019
Q4 | $4.84M | Buy |
97,038
+8,037
| +9% | +$379K | 0.52% | 42 |
|
|
2019
Q3 | $3.64M | Buy |
+89,001
| New | +$4.09M | 0.35% | 64 |
|
|
2019
Q2 | – | Sell |
-197,896
| Closed | -$11.4M | – | 268 |
|
|
2019
Q1 | $11.4M | Buy |
197,896
+121,785
| +160% | +$6.22M | 0.87% | 25 |
|
|
2018
Q4 | $3.76M | Sell |
76,111
-35,900
| -32% | -$2.08M | 0.42% | 34 |
|
|
2018
Q3 | $6.75M | Buy |
+112,011
| New | +$6.65M | 0.37% | 54 |
|
|
2016
Q3 | – | Sell |
-155,236
| Closed | -$10.7M | – | 307 |
|
|
2016
Q2 | $10.7M | Buy |
+155,236
| New | +$9.94M | 0.38% | 60 |
|
|
2015
Q4 | – | Sell |
-955,757
| Closed | -$52M | – | 238 |
|
|
2015
Q3 | $52M | Buy |
955,757
+839,775
| +724% | +$45M | 1.8% | 19 |
|
|
2015
Q2 | $5.67M | Buy |
+115,982
| New | +$5.88M | 0.14% | 119 |
|
Other funds holding MO
VCM
VPM
WBI Investments's MO Position: Q1 2026 in Review
WBI Investments increased its Altria Group (MO) stake by 25% in Q1 2026, buying an estimated $801K and bringing the position to 63,139 shares worth $4.17M. The position accounts for 1.15% of the portfolio, ranked #9.
WBI Investments first reported a position in MO in Q2 2015 and has held it in 28 quarters since. The position peaked at $52M in Q3 2015. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- WBI Investments held 63,139 shares of Altria Group worth $4.17M as of Q1 2026.
- WBI Investments bought 12,442 Altria Group shares in Q1 2026, an estimated $801K.
- Altria Group made up 1.15% of WBI Investments's portfolio in Q1 2026, its #9 holding.
- WBI Investments first reported a position in Altria Group in Q2 2015 and has held it in 28 quarters since.
- WBI Investments's Altria Group position peaked at $52M in Q3 2015.
- 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.