WealthTrust Axiom’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 | $856K | Buy |
11,901
+603
| +5% | +$42.1K | 0.19% | 106 |
|
|
2026
Q1 | $746K | Buy |
11,298
+4
| +0% | +$257 | 0.18% | 107 |
|
|
2025
Q4 | $651K | Buy |
11,294
+200
| +2% | +$12.1K | 0.17% | 122 |
|
|
2025
Q3 | $733K | Buy |
11,094
+691
| +7% | +$43.8K | 0.2% | 107 |
|
|
2025
Q2 | $610K | Buy |
10,403
+2,500
| +32% | +$147K | 0.18% | 116 |
|
|
2025
Q1 | $474K | Hold |
7,903
| – | – | 0.14% | 133 |
|
|
2024
Q4 | $413K | Buy |
7,903
+269
| +4% | +$14.3K | 0.12% | 156 |
|
|
2024
Q3 | $390K | Buy |
7,634
+2,655
| +53% | +$134K | 0.12% | 163 |
|
|
2024
Q2 | $227K | Hold |
4,979
| – | – | 0.08% | 210 |
|
|
2024
Q1 | $217K | Hold |
4,979
| – | – | 0.07% | 220 |
|
|
2023
Q4 | $201K | Buy |
4,979
+31
| +0.6% | +$1.28K | 0.07% | 220 |
|
|
2023
Q3 | $208K | Sell |
4,948
-1,093
| -18% | -$48.3K | 0.07% | 207 |
|
|
2023
Q2 | $274K | Sell |
6,041
-196
| -3% | -$8.88K | 0.09% | 188 |
|
|
2023
Q1 | $278K | Sell |
6,237
-4
| -0.1% | -$184 | 0.09% | 187 |
|
|
2022
Q4 | $285K | Hold |
6,241
| – | – | 0.1% | 173 |
|
|
2022
Q3 | $252K | Hold |
6,241
| – | – | 0.1% | 178 |
|
|
2022
Q2 | $260K | Hold |
6,241
| – | – | 0.09% | 182 |
|
|
2022
Q1 | $326K | Sell |
6,241
-50
| -0.8% | -$2.55K | 0.1% | 169 |
|
|
2021
Q4 | $298K | Hold |
6,291
| – | – | 0.1% | 180 |
|
|
2021
Q3 | $286K | Sell |
6,291
-7
| -0.1% | -$338 | 0.1% | 174 |
|
|
2021
Q2 | $300K | Buy |
6,298
+7
| +0.1% | +$344 | 0.1% | 174 |
|
|
2021
Q1 | $321K | Hold |
6,291
| – | – | 0.11% | 160 |
|
|
2020
Q4 | $257K | Buy |
+6,291
| New | +$253K | 0.09% | 177 |
|
|
2020
Q1 | – | Sell |
-5,291
| Closed | -$264K | – | 216 |
|
|
2019
Q4 | $264K | Hold |
5,291
| – | – | 0.09% | 167 |
|
|
2019
Q3 | $216K | Hold |
5,291
| – | – | 0.08% | 193 |
|
|
2019
Q2 | $250K | Sell |
5,291
-400
| -7% | -$20.9K | 0.09% | 176 |
|
|
2019
Q1 | $326K | Hold |
5,691
| – | – | 0.12% | 148 |
|
|
2018
Q4 | $281K | Sell |
5,691
-900
| -14% | -$52.1K | 0.12% | 145 |
|
|
2018
Q3 | $397K | Buy |
6,591
+600
| +10% | +$35.6K | 0.13% | 129 |
|
|
2018
Q2 | $340K | Hold |
5,991
| – | – | 0.12% | 144 |
|
|
2018
Q1 | $373K | Buy |
5,991
+200
| +3% | +$13.2K | 0.14% | 137 |
|
|
2017
Q4 | $413K | Sell |
5,791
-300
| -5% | -$20.1K | 0.15% | 122 |
|
|
2017
Q3 | $386K | Hold |
6,091
| – | – | 0.15% | 131 |
|
|
2017
Q2 | $453K | Hold |
6,091
| – | – | 0.17% | 117 |
|
|
2017
Q1 | $435K | Sell |
6,091
-50
| -0.8% | -$3.62K | 0.16% | 122 |
|
|
2016
Q4 | $415K | Buy |
6,141
+1,250
| +26% | +$80.5K | 0.15% | 127 |
|
|
2016
Q3 | $309K | Sell |
4,891
-564
| -10% | -$37.5K | 0.12% | 146 |
|
|
2016
Q2 | $376K | Sell |
5,455
-195
| -3% | -$12.5K | 0.14% | 125 |
|
|
2016
Q1 | $354K | Buy |
5,650
+5
| +0.1% | +$302 | 0.14% | 132 |
|
|
2015
Q4 | $328K | Sell |
5,645
-94
| -2% | -$5.45K | 0.13% | 131 |
|
|
2015
Q3 | $312K | Buy |
5,739
+5
| +0.1% | +$268 | 0.13% | 130 |
|
|
2015
Q2 | $280K | Buy |
5,734
+6
| +0.1% | +$304 | 0.1% | 156 |
|
|
2015
Q1 | $286K | Sell |
5,728
-95
| -2% | -$5.04K | 0.1% | 152 |
|
|
2014
Q4 | $286K | Buy |
5,823
+6
| +0.1% | +$292 | 0.1% | 157 |
|
|
2014
Q3 | $267K | Buy |
5,817
+6
| +0.1% | +$257 | 0.09% | 159 |
|
|
2014
Q2 | $243K | Buy |
5,811
+7
| +0.1% | +$282 | 0.08% | 166 |
|
|
2014
Q1 | $217K | Buy |
5,804
+517
| +10% | +$18.8K | 0.08% | 171 |
|
|
2013
Q4 | $202K | Buy |
+5,287
| New | +$195K | 0.08% | 167 |
|
Other funds holding MO
WealthTrust Axiom's MO Position: Q2 2026 in Review
WealthTrust Axiom increased its Altria Group (MO) stake by 5.3% in Q2 2026, buying an estimated $42.1K and bringing the position to 11,901 shares worth $856K. The position accounts for 0.19% of the portfolio, ranked #106.
WealthTrust Axiom first reported a position in MO in Q4 2013 and has held it in 48 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- WealthTrust Axiom held 11,901 shares of Altria Group worth $856K as of Q2 2026.
- WealthTrust Axiom bought 603 Altria Group shares in Q2 2026, an estimated $42.1K.
- Altria Group made up 0.19% of WealthTrust Axiom's portfolio in Q2 2026, its #106 holding.
- WealthTrust Axiom first reported a position in Altria Group in Q4 2013 and has held it in 48 quarters since.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.