WESPAC Advisors’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 | – | Sell |
-3,508
| Closed | -$202K | – | 194 |
|
|
2025
Q4 | $202K | Sell |
3,508
-11,404
| -76% | -$689K | 0.11% | 170 |
|
|
2025
Q3 | $985K | Sell |
14,912
-323
| -2% | -$20.5K | 0.58% | 58 |
|
|
2025
Q2 | $893K | Buy |
+15,235
| New | +$895K | 0.62% | 61 |
|
|
2025
Q1 | – | Sell |
-14,757
| Closed | -$772K | – | 186 |
|
|
2024
Q4 | $772K | Buy |
+14,757
| New | +$786K | 0.57% | 68 |
|
|
2022
Q1 | – | Sell |
-4,764
| Closed | -$226K | – | 134 |
|
|
2021
Q4 | $226K | Hold |
4,764
| – | – | 0.15% | 136 |
|
|
2021
Q3 | $217K | Buy |
+4,764
| New | +$230K | 0.13% | 158 |
|
|
2021
Q2 | – | Sell |
-4,764
| Closed | -$244K | – | 136 |
|
|
2021
Q1 | $244K | Buy |
+4,764
| New | +$213K | 0.18% | 140 |
|
|
2020
Q2 | – | Sell |
-5,679
| Closed | -$220K | – | 106 |
|
|
2020
Q1 | $220K | Hold |
5,679
| – | – | 0.53% | 44 |
|
|
2019
Q4 | $283K | Sell |
5,679
-235
| -4% | -$11.1K | 0.28% | 82 |
|
|
2019
Q3 | $242K | Sell |
5,914
-5,315
| -47% | -$244K | 0.24% | 83 |
|
|
2019
Q2 | $532K | Sell |
11,229
-76,020
| -87% | -$3.98M | 0.4% | 63 |
|
|
2019
Q1 | $5.02M | Buy |
87,249
+55,143
| +172% | +$2.82M | 3.47% | 2 |
|
|
2018
Q4 | $1.59M | Buy |
32,106
+18,715
| +140% | +$1.08M | 1.54% | 26 |
|
|
2018
Q3 | $808K | Buy |
13,391
+6,998
| +109% | +$415K | 0.47% | 68 |
|
|
2018
Q2 | $363K | Sell |
6,393
-6,387
| -50% | -$368K | 0.37% | 82 |
|
|
2018
Q1 | $796K | Buy |
12,780
+5
| +0% | +$331 | 0.49% | 65 |
|
|
2017
Q4 | $912K | Buy |
12,775
+5
| +0% | +$335 | 0.85% | 44 |
|
|
2017
Q3 | $810K | Buy |
12,770
+1,055
| +9% | +$70.3K | 0.53% | 56 |
|
|
2017
Q2 | $872K | Buy |
11,715
+5,467
| +88% | +$400K | 0.6% | 55 |
|
|
2017
Q1 | $446K | Sell |
6,248
-1,498
| -19% | -$108K | 0.51% | 66 |
|
|
2016
Q4 | $524K | Sell |
7,746
-29,344
| -79% | -$1.89M | 0.59% | 54 |
|
|
2016
Q3 | $2.35M | Sell |
37,090
-2,945
| -7% | -$196K | 2.65% | 6 |
|
|
2016
Q2 | $2.76M | Buy |
40,035
+6,323
| +19% | +$405K | 2.85% | 1 |
|
|
2016
Q1 | $2.11M | Sell |
33,712
-1,995
| -6% | -$121K | 2.63% | 3 |
|
|
2015
Q4 | $2.08M | Buy |
35,707
+1,346
| +4% | +$78K | 2.41% | 6 |
|
|
2015
Q3 | $1.87M | Sell |
34,361
-18,895
| -35% | -$1.01M | 3.28% | 7 |
|
|
2015
Q2 | $2.6M | Buy |
53,256
+1,949
| +4% | +$98.8K | 1.96% | 12 |
|
|
2015
Q1 | $2.57M | Sell |
51,307
-1,160
| -2% | -$61.6K | 1.94% | 9 |
|
|
2014
Q4 | $2.58M | Buy |
52,467
+39,951
| +319% | +$1.95M | 1.81% | 14 |
|
|
2014
Q3 | $575K | Buy |
12,516
+3,816
| +44% | +$163K | 0.46% | 76 |
|
|
2014
Q2 | $365K | Sell |
8,700
-10,700
| -55% | -$430K | 0.42% | 85 |
|
|
2014
Q1 | $726K | Hold |
19,400
| – | – | 0.63% | 66 |
|
|
2013
Q4 | $745K | Buy |
19,400
+6,990
| +56% | +$258K | 0.62% | 74 |
|
|
2013
Q3 | $426K | Buy |
12,410
+1,200
| +11% | +$42.3K | 0.5% | 74 |
|
|
2013
Q2 | $392K | Buy |
+11,210
| New | +$403K | 0.6% | 67 |
|
Other funds holding MO
VCM
VPM
WESPAC Advisors's MO Position: Q1 2026 in Review
WESPAC Advisors sold out of Altria Group (MO) in Q1 2026, closing a stake of 3,508 shares — an estimated $202K sold.
WESPAC Advisors first reported a position in MO in Q2 2013 and held it in 35 quarters. The position peaked at $5.02M in Q1 2019. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- WESPAC Advisors reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
- WESPAC Advisors sold 3,508 Altria Group shares in Q1 2026, an estimated $202K.
- WESPAC Advisors first reported a position in Altria Group in Q2 2013 and held it in 35 quarters.
- WESPAC Advisors's Altria Group position peaked at $5.02M in Q1 2019.
- 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.