Wealthspire Advisors (New York)’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 | $8.54M | Buy |
118,733
+46,438
| +64% | +$3.24M | 0.05% | 194 |
|
|
2026
Q1 | $4.77M | Sell |
72,295
-5,781
| -7% | -$372K | 0.04% | 169 |
|
|
2025
Q4 | $4.5M | Buy |
78,076
+3,288
| +4% | +$199K | 0.04% | 172 |
|
|
2025
Q3 | $4.94M | Buy |
74,788
+14,815
| +25% | +$939K | 0.03% | 169 |
|
|
2025
Q2 | $3.52M | Buy |
59,973
+1,640
| +3% | +$96.3K | 0.02% | 200 |
|
|
2025
Q1 | $3.5M | Sell |
58,333
-4,259
| -7% | -$233K | 0.02% | 190 |
|
|
2024
Q4 | $3.27M | Buy |
62,592
+3,370
| +6% | +$180K | 0.03% | 185 |
|
|
2024
Q3 | $3.02M | Buy |
59,222
+4,672
| +9% | +$236K | 0.03% | 188 |
|
|
2024
Q2 | $2.48M | Buy |
54,550
+21,163
| +63% | +$939K | 0.03% | 179 |
|
|
2024
Q1 | $1.46M | Sell |
33,387
-2,637
| -7% | -$109K | 0.02% | 250 |
|
|
2023
Q4 | $1.45M | Buy |
36,024
+11,096
| +45% | +$459K | 0.02% | 248 |
|
|
2023
Q3 | $1.05M | Buy |
24,928
+239
| +1% | +$10.6K | 0.02% | 271 |
|
|
2023
Q2 | $1.12M | Sell |
24,689
-914
| -4% | -$41.4K | 0.02% | 228 |
|
|
2023
Q1 | $1.14M | Sell |
25,603
-4,721
| -16% | -$217K | 0.02% | 227 |
|
|
2022
Q4 | $1.39M | Buy |
30,324
+3,020
| +11% | +$137K | 0.03% | 202 |
|
|
2022
Q3 | $1.1M | Buy |
27,304
+4,255
| +18% | +$186K | 0.02% | 214 |
|
|
2022
Q2 | $963K | Buy |
23,049
+1,885
| +9% | +$97.6K | 0.02% | 214 |
|
|
2022
Q1 | $1.11M | Sell |
21,164
-10,460
| -33% | -$533K | 0.02% | 180 |
|
|
2021
Q4 | $1.5M | Buy |
31,624
+718
| +2% | +$32.9K | 0.03% | 174 |
|
|
2021
Q3 | $1.41M | Buy |
30,906
+14,135
| +84% | +$683K | 0.03% | 207 |
|
|
2021
Q2 | $800K | Sell |
16,771
-35,798
| -68% | -$1.76M | 0.02% | 182 |
|
|
2021
Q1 | $2.69M | Buy |
52,569
+18,674
| +55% | +$837K | 0.06% | 137 |
|
|
2020
Q4 | $1.39M | Sell |
33,895
-10,942
| -24% | -$439K | 0.04% | 170 |
|
|
2020
Q3 | $1.73M | Buy |
44,837
+10,931
| +32% | +$455K | 0.1% | 95 |
|
|
2020
Q2 | $1.33M | Sell |
33,906
-14,844
| -30% | -$579K | 0.09% | 93 |
|
|
2020
Q1 | $1.89M | Buy |
48,750
+10,430
| +27% | +$463K | 0.08% | 131 |
|
|
2019
Q4 | $1.91M | Buy |
38,320
+4,820
| +14% | +$227K | 0.14% | 45 |
|
|
2019
Q3 | $1.37M | Buy |
33,500
+16,597
| +98% | +$763K | 0.11% | 39 |
|
|
2019
Q2 | $800K | Buy |
16,903
+2,690
| +19% | +$141K | 0.07% | 39 |
|
|
2019
Q1 | $816K | Buy |
14,213
+13,203
| +1,307% | +$675K | 0.08% | 29 |
|
|
2018
Q4 | $50K | Buy |
+1,010
| New | +$58.5K | ﹤0.01% | 184 |
|
Other funds holding MO
Wealthspire Advisors (New York)'s MO Position: Q2 2026 in Review
Wealthspire Advisors (New York) increased its Altria Group (MO) stake by 64% in Q2 2026, buying an estimated $3.24M and bringing the position to 118,733 shares worth $8.54M. The position accounts for 0.05% of the portfolio, ranked #194.
Wealthspire Advisors (New York) first reported a position in MO in Q4 2018 and has held it in 31 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Wealthspire Advisors (New York) held 118,733 shares of Altria Group worth $8.54M as of Q2 2026.
- Wealthspire Advisors (New York) bought 46,438 Altria Group shares in Q2 2026, an estimated $3.24M.
- Altria Group made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #194 holding.
- Wealthspire Advisors (New York) first reported a position in Altria Group in Q4 2018 and has held it in 31 quarters since.
- 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.