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Welch Group’s Altria Group MO Stock Holding History

Welch Group’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.04M Buy
42,273
+32
+0.1% +$2.23K 0.1% 75
2026
Q1 		$2.79M Buy
42,241
+45
+0.1% +$2.9K 0.1% 75
2025
Q4 		$2.43M Buy
42,196
+1,035
+3% +$62.5K 0.09% 76
2025
Q3 		$2.72M Sell
41,161
-1,157
-3% -$73.3K 0.11% 72
2025
Q2 		$2.48M Buy
42,318
+1,325
+3% +$77.8K 0.1% 68
2025
Q1 		$2.38M Sell
40,993
-95
-0.2% -$5.19K 0.1% 67
2024
Q4 		$2.14M Buy
41,088
+48
+0.1% +$2.56K 0.1% 69
2024
Q3 		$2.09M Buy
41,040
+115
+0.3% +$5.81K 0.09% 66
2024
Q2 		$1.86M Buy
40,925
+2,039
+5% +$90.5K 0.09% 68
2024
Q1 		$1.7M Buy
38,886
+43
+0.1% +$1.78K 0.08% 69
2023
Q4 		$1.57M Buy
38,843
+41
+0.1% +$1.7K 0.08% 73
2023
Q3 		$1.63M Buy
38,802
+36
+0.1% +$1.59K 0.1% 69
2023
Q2 		$1.76M Sell
38,766
-455
-1% -$20.6K 0.1% 69
2023
Q1 		$1.75M Sell
39,221
-345
-0.9% -$15.9K 0.1% 67
2022
Q4 		$1.81M Sell
39,566
-49
-0.1% -$2.22K 0.1% 72
2022
Q3 		$1.6M Buy
39,615
+1,775
+5% +$77.4K 0.1% 67
2022
Q2 		$1.58M Buy
37,840
+1,194
+3% +$61.8K 0.1% 69
2022
Q1 		$1.92M Buy
36,646
+9,810
+37% +$500K 0.11% 69
2021
Q4 		$1.27M Buy
26,836
+9
+0% +$412 0.07% 79
2021
Q3 		$1.22M Buy
26,827
+108
+0.4% +$5.22K 0.08% 74
2021
Q2 		$1.27M Sell
26,719
-403
-1% -$19.8K 0.09% 74
2021
Q1 		$1.39M Buy
27,122
+6,217
+30% +$279K 0.1% 71
2020
Q4 		$857K Buy
20,905
+886
+4% +$35.6K 0.07% 78
2020
Q3 		$774K Buy
20,019
+4,791
+31% +$199K 0.07% 73
2020
Q2 		$598K Sell
15,228
-323
-2% -$12.6K 0.06% 76
2020
Q1 		$601K Buy
15,551
+12,065
+346% +$535K 0.06% 72
2019
Q4 		$174K Buy
3,486
+328
+10% +$15.5K 0.02% 119
2019
Q3 		$129K Sell
3,158
-267
-8% -$12.3K 0.01% 131
2019
Q2 		$162K Sell
3,425
-1,109
-24% -$58.1K 0.02% 119
2019
Q1 		$260K Sell
4,534
-1,071
-19% -$54.7K 0.03% 103
2018
Q4 		$277K Sell
5,605
-76
-1% -$4.4K 0.03% 94
2018
Q3 		$343 Buy
5,681
+76
+1% +$4.51K 0.04% 91
2018
Q2 		$318K Sell
5,605
-109
-2% -$6.29K 0.04% 90
2018
Q1 		$356K Buy
5,714
+1,301
+29% +$86.2K 0.05% 85
2017
Q4 		$315K Hold
4,413
– – 0.05% 82
2017
Q3 		$280K Hold
4,413
– – 0.05% 81
2017
Q2 		$329K Hold
4,413
– – 0.05% 95
2017
Q1 		$31K Buy
4,413
+242
+6% +$17.5K 0.01% 127
2016
Q4 		$282K Sell
4,171
-51
-1% -$3.28K 0.06% 75
2016
Q3 		$267K Sell
4,222
-96
-2% -$6.38K 0.05% 82
2016
Q2 		$298K Sell
4,318
-12,346
-74% -$791K 0.06% 67
2016
Q1 		$1.04M Hold
16,664
– – 0.17% 46
2015
Q4 		$970K Hold
16,664
– – 0.17% 48
2015
Q3 		$907K Buy
16,664
+1,544
+10% +$82.8K 0.18% 46
2015
Q2 		$740K Hold
15,120
– – 0.14% 54
2015
Q1 		$756 Buy
15,120
+155
+1% +$8.23K 0.14% 53
2014
Q4 		$737K Buy
14,965
+147
+1% +$7.16K 0.14% 55
2014
Q3 		$681K Hold
14,818
– – 0.14% 53
2014
Q2 		$621K Hold
14,818
– – 0.13% 57
2014
Q1 		$555K Buy
14,818
+148
+1% +$5.38K 0.13% 55
2013
Q4 		$563K Buy
14,670
+152
+1% +$5.61K 0.13% 55
2013
Q3 		$499K Buy
14,518
+133
+0.9% +$4.69K 0.12% 58
2013
Q2 		$503K Buy
+14,385
New +$517K 0.13% 56

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Welch Group's MO Position: Q2 2026 in Review

Welch Group increased its Altria Group (MO) stake by 0.08% in Q2 2026, buying an estimated $2.23K and bringing the position to 42,273 shares worth $3.04M. The position accounts for 0.1% of the portfolio, ranked #75.

Welch Group first reported a position in MO in Q2 2013 and has held it in 53 quarters since. 1,074 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Welch Group held 42,273 shares of Altria Group worth $3.04M as of Q2 2026.
  • Welch Group bought 32 Altria Group shares in Q2 2026, an estimated $2.23K.
  • Altria Group made up 0.1% of Welch Group's portfolio in Q2 2026, its #75 holding.
  • Welch Group first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.