Westside Investment Management’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 | $295K | Buy |
4,106
+60
| +1% | +$4.19K | 0.04% | 259 |
|
|
2026
Q1 | $267K | Hold |
4,046
| – | – | 0.04% | 259 |
|
|
2025
Q4 | $233K | Buy |
4,046
+83
| +2% | +$5.01K | 0.04% | 258 |
|
|
2025
Q3 | $262K | Buy |
3,963
+147
| +4% | +$9.31K | 0.04% | 246 |
|
|
2025
Q2 | $224K | Buy |
3,816
+166
| +5% | +$9.75K | 0.04% | 241 |
|
|
2025
Q1 | $219K | Hold |
3,650
| – | – | 0.05% | 223 |
|
|
2024
Q4 | $191K | Hold |
3,650
| – | – | 0.04% | 237 |
|
|
2024
Q3 | $186K | Hold |
3,650
| – | – | 0.04% | 248 |
|
|
2024
Q2 | $166K | Hold |
3,650
| – | – | 0.04% | 248 |
|
|
2024
Q1 | $159K | Sell |
3,650
-600
| -14% | -$24.9K | 0.04% | 248 |
|
|
2023
Q4 | $171K | Hold |
4,250
| – | – | 0.04% | 227 |
|
|
2023
Q3 | $179K | Hold |
4,250
| – | – | 0.05% | 215 |
|
|
2023
Q2 | $193K | Sell |
4,250
-300
| -7% | -$13.6K | 0.05% | 211 |
|
|
2023
Q1 | $203K | Hold |
4,550
| – | – | 0.06% | 202 |
|
|
2022
Q4 | $27.5K | Sell |
4,550
-2,100
| -32% | -$95.1K | 0.07% | 152 |
|
|
2022
Q3 | $112K | Buy |
6,650
+2,100
| +46% | +$91.6K | 0.27% | 87 |
|
|
2022
Q2 | $28.5K | Hold |
4,550
| – | – | 0.06% | 151 |
|
|
2022
Q1 | $31.7K | Hold |
4,550
| – | – | 0.07% | 144 |
|
|
2021
Q4 | $28.6K | Hold |
4,550
| – | – | 0.07% | 146 |
|
|
2021
Q3 | $27.6K | Sell |
4,550
-100
| -2% | -$4.83K | 0.06% | 146 |
|
|
2021
Q2 | $28.8K | Sell |
4,650
-1,000
| -18% | -$49.1K | 0.07% | 144 |
|
|
2021
Q1 | $31K | Sell |
5,650
-1,000
| -15% | -$44.8K | 0.08% | 131 |
|
|
2020
Q4 | $57.6K | Sell |
6,650
-95
| -1% | -$3.81K | 0.16% | 93 |
|
|
2020
Q3 | $54.3K | Sell |
6,745
-120
| -2% | -$4.99K | 0.02% | 86 |
|
|
2020
Q2 | $55.2K | Buy |
6,865
+200
| +3% | +$7.8K | 0.03% | 69 |
|
|
2020
Q1 | $43.5K | Buy |
+6,665
| New | +$296K | 0.03% | 90 |
|
|
2019
Q2 | $23K | Buy |
+5,712
| New | +$299K | 0.05% | 57 |
|
|
2018
Q4 | $257K | Buy |
5,212
+871
| +20% | +$50.5K | 0.09% | 135 |
|
|
2018
Q3 | $262K | Buy |
4,341
+170
| +4% | +$10.1K | 0.08% | 127 |
|
|
2018
Q2 | $233K | Buy |
4,171
+220
| +6% | +$12.7K | 0.08% | 149 |
|
|
2018
Q1 | $239K | Sell |
3,951
-200
| -5% | -$13.2K | 0.13% | 143 |
|
|
2017
Q4 | $292K | Sell |
4,151
-489
| -11% | -$32.8K | 0.16% | 127 |
|
|
2017
Q3 | $295K | Buy |
4,640
+200
| +5% | +$13.3K | 0.18% | 115 |
|
|
2017
Q2 | $327K | Sell |
4,440
-300
| -6% | -$21.9K | 0.21% | 98 |
|
|
2017
Q1 | $341K | Buy |
4,740
+246
| +5% | +$17.8K | 0.16% | 94 |
|
|
2016
Q4 | $304K | Buy |
+4,494
| New | +$289K | 0.21% | 74 |
|
Other funds holding MO
Westside Investment Management's MO Position: Q2 2026 in Review
Westside Investment Management increased its Altria Group (MO) stake by 1.5% in Q2 2026, buying an estimated $4.19K and bringing the position to 4,106 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #259.
Westside Investment Management first reported a position in MO in Q4 2016 and has held it in 36 quarters since. The position peaked at $341K in Q1 2017. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Westside Investment Management held 4,106 shares of Altria Group worth $295K as of Q2 2026.
- Westside Investment Management bought 60 Altria Group shares in Q2 2026, an estimated $4.19K.
- Altria Group made up 0.04% of Westside Investment Management's portfolio in Q2 2026, its #259 holding.
- Westside Investment Management first reported a position in Altria Group in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Altria Group position peaked at $341K in Q1 2017.
- 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.