Westwood Holdings Group’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 | $630K | Buy |
9,541
+2
| +0% | +$129 | ﹤0.01% | 371 |
|
|
2025
Q4 | $550K | Hold |
9,539
| – | – | ﹤0.01% | 416 |
|
|
2025
Q3 | $630K | Sell |
9,539
-1,122
| -11% | -$71.1K | ﹤0.01% | 406 |
|
|
2025
Q2 | $625K | Sell |
10,661
-526
| -5% | -$30.9K | ﹤0.01% | 405 |
|
|
2025
Q1 | $671K | Buy |
11,187
+58
| +0.5% | +$3.17K | 0.01% | 374 |
|
|
2024
Q4 | $582K | Sell |
11,129
-1,147
| -9% | -$61.1K | ﹤0.01% | 402 |
|
|
2024
Q3 | $627K | Sell |
12,276
-1,419
| -10% | -$71.7K | ﹤0.01% | 387 |
|
|
2024
Q2 | $624K | Buy |
13,695
+2
| +0% | +$89 | ﹤0.01% | 373 |
|
|
2024
Q1 | $597K | Buy |
13,693
+2
| +0% | +$83 | ﹤0.01% | 386 |
|
|
2023
Q4 | $552K | Sell |
13,691
-552
| -4% | -$22.8K | ﹤0.01% | 386 |
|
|
2023
Q3 | $599K | Hold |
14,243
| – | – | 0.01% | 372 |
|
|
2023
Q2 | $645K | Sell |
14,243
-1,189
| -8% | -$53.9K | 0.01% | 372 |
|
|
2023
Q1 | $689K | Sell |
15,432
-19,264
| -56% | -$886K | 0.01% | 380 |
|
|
2022
Q4 | $1.59M | Sell |
34,696
-1
| -0% | -$45 | 0.01% | 319 |
|
|
2022
Q3 | $1.4M | Sell |
34,697
-164,799
| -83% | -$7.19M | 0.02% | 293 |
|
|
2022
Q2 | $8.33M | Sell |
199,496
-24,110
| -11% | -$1.25M | 0.09% | 201 |
|
|
2022
Q1 | $11.7M | Buy |
223,606
+12,070
| +6% | +$615K | 0.11% | 187 |
|
|
2021
Q4 | $10M | Buy |
211,536
+15,440
| +8% | +$708K | 0.09% | 199 |
|
|
2021
Q3 | $8.93M | Buy |
+196,096
| New | +$9.47M | 0.1% | 195 |
|
|
2019
Q3 | – | Sell |
-5,934
| Closed | -$281K | – | 502 |
|
|
2019
Q2 | $281K | Buy |
5,934
+984
| +20% | +$51.5K | ﹤0.01% | 429 |
|
|
2019
Q1 | $285K | Sell |
4,950
-62,078
| -93% | -$3.17M | ﹤0.01% | 373 |
|
|
2018
Q4 | $3.31M | Sell |
67,028
-2,195
| -3% | -$127K | 0.04% | 225 |
|
|
2018
Q3 | $4.17M | Sell |
69,223
-10,332
| -13% | -$613K | 0.04% | 235 |
|
|
2018
Q2 | $4.52M | Sell |
79,555
-10,908
| -12% | -$629K | 0.04% | 231 |
|
|
2018
Q1 | $5.64M | Sell |
90,463
-13,872
| -13% | -$919K | 0.05% | 225 |
|
|
2017
Q4 | $7.45M | Sell |
104,335
-4,791
| -4% | -$321K | 0.06% | 216 |
|
|
2017
Q3 | $6.92M | Sell |
109,126
-11,427
| -9% | -$762K | 0.06% | 218 |
|
|
2017
Q2 | $8.98M | Sell |
120,553
-34,568
| -22% | -$2.53M | 0.07% | 204 |
|
|
2017
Q1 | $11.1M | Buy |
155,121
+14,444
| +10% | +$1.05M | 0.09% | 182 |
|
|
2016
Q4 | $9.51M | Sell |
140,677
-510
| -0.4% | -$32.8K | 0.08% | 197 |
|
|
2016
Q3 | $8.93M | Sell |
141,187
-4,743
| -3% | -$315K | 0.08% | 198 |
|
|
2016
Q2 | $10.1M | Sell |
145,930
-6,441
| -4% | -$412K | 0.09% | 184 |
|
|
2016
Q1 | $9.55M | Sell |
152,371
-157
| -0.1% | -$9.49K | 0.08% | 183 |
|
|
2015
Q4 | $8.88M | Buy |
152,528
+820
| +0.5% | +$47.5K | 0.08% | 179 |
|
|
2015
Q3 | $8.25M | Sell |
151,708
-6,299
| -4% | -$338K | 0.07% | 177 |
|
|
2015
Q2 | $7.69M | Buy |
+158,007
| New | +$8.01M | 0.06% | 205 |
|
Other funds holding MO
VCM
VPM
Westwood Holdings Group's MO Position: Q1 2026 in Review
Westwood Holdings Group increased its Altria Group (MO) stake by 0.02% in Q1 2026, buying an estimated $129 and bringing the position to 9,541 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #371.
Westwood Holdings Group first reported a position in MO in Q2 2015 and has held it in 36 quarters since. The position peaked at $11.7M in Q1 2022. 2,491 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Westwood Holdings Group held 9,541 shares of Altria Group worth $630K as of Q1 2026.
- Westwood Holdings Group bought 2 Altria Group shares in Q1 2026, an estimated $129.
- Altria Group made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #371 holding.
- Westwood Holdings Group first reported a position in Altria Group in Q2 2015 and has held it in 36 quarters since.
- Westwood Holdings Group's Altria Group position peaked at $11.7M in Q1 2022.
- 2,491 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.