WhitTier Trust Company’s Altria Group MO Stock Holding History

WhitTier Trust Company’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 Q1	$6.16M	Buy	92,497 +6,321	+7%	+$407K	0.13%	133
2025 Q4	$4.75M	Buy	86,176 +7,094	+9%	+$428K	0.1%	163
2025 Q3	$5.2M	Sell	79,082 -193	-0.2%	-$12.2K	0.11%	153
2025 Q2	$4.65M	Sell	79,275 -247	-0.3%	-$14.5K	0.11%	161
2025 Q1	$4.77M	Buy	79,522 +705	+0.9%	+$38.5K	0.12%	158
2024 Q4	$4.12M	Sell	78,817 -1,491	-2%	-$79.4K	0.1%	172
2024 Q3	$4.1M	Buy	80,308 +183	+0.2%	+$9.25K	0.11%	166
2024 Q2	$3.65M	Sell	80,125 -9,859	-11%	-$437K	0.1%	172
2024 Q1	$3.92M	Sell	89,984 -1,963	-2%	-$81.4K	0.11%	166
2023 Q4	$3.71M	Buy	91,947 +3,528	+4%	+$146K	0.12%	157
2023 Q3	$3.72M	Sell	88,419 -229	-0.3%	-$10.1K	0.13%	152
2023 Q2	$4.01M	Buy	88,648 +30,746	+53%	+$1.39M	0.14%	144
2023 Q1	$2.58M	Sell	57,902 -562	-1%	-$25.8K	0.09%	175
2022 Q4	$2.67M	Sell	58,464 -755	-1%	-$34.2K	0.11%	171
2022 Q3	$2.39M	Sell	59,219 -3,518	-6%	-$153K	0.1%	178
2022 Q2	$2.62M	Buy	62,737 +972	+2%	+$50.3K	0.11%	168
2022 Q1	$3.23M	Sell	61,765 -600	-1%	-$30.6K	0.12%	157
2021 Q4	$2.96M	Sell	62,365 -1,906	-3%	-$87.3K	0.11%	166
2021 Q3	$2.92M	Buy	64,271 +1,635	+3%	+$79K	0.12%	150
2021 Q2	$2.99M	Sell	62,636 -593	-0.9%	-$29.1K	0.12%	148
2021 Q1	$3.23M	Buy	63,229 +474	+0.8%	+$21.2K	0.14%	131
2020 Q4	$2.57M	Sell	62,755 -2,560	-4%	-$103K	0.13%	142
2020 Q3	$2.52M	Sell	65,315 -1,241	-2%	-$51.6K	0.15%	136
2020 Q2	$2.61M	Sell	66,556 -1,088	-2%	-$42.4K	0.16%	123
2020 Q1	$2.62M	Buy	67,644 +615	+0.9%	+$27.3K	0.2%	109
2019 Q4	$3.35M	Sell	67,029 -335	-0.5%	-$15.8K	0.21%	106
2019 Q3	$2.75M	Sell	67,364 -1,030	-2%	-$47.4K	0.19%	111
2019 Q2	$3.24M	Sell	68,394 -5,592	-8%	-$293K	0.23%	104
2019 Q1	$4.25M	Sell	73,986 -3,596	-5%	-$184K	0.31%	87
2018 Q4	$3.83M	Sell	77,582 -807	-1%	-$46.8K	0.32%	86
2018 Q3	$4.73M	Sell	78,389 -1,245	-2%	-$73.9K	0.34%	78
2018 Q2	$4.52M	Sell	79,634 -1,500	-2%	-$86.5K	0.35%	77
2018 Q1	$5.05M	Buy	81,134 +6,091	+8%	+$403K	0.41%	63
2017 Q4	$5.36M	Sell	75,043 -53	-0.1%	-$3.55K	0.46%	63
2017 Q3	$4.76M	Buy	75,096 +273	+0.4%	+$18.2K	0.44%	66
2017 Q2	$5.57M	Buy	74,823 +841	+1%	+$61.5K	0.54%	55
2017 Q1	$5.28M	Sell	73,982 -527	-0.7%	-$38.1K	0.53%	57
2016 Q4	$5.04M	Buy	74,509 +11,304	+18%	+$728K	0.53%	57
2016 Q3	$4M	Sell	63,205 -225	-0.4%	-$15K	0.45%	64
2016 Q2	$4.37M	Sell	63,430 -415	-0.7%	-$26.6K	0.5%	61
2016 Q1	$4M	Buy	63,845 +12,725	+25%	+$769K	0.47%	63
2015 Q4	$2.98M	Buy	51,120 +1,135	+2%	+$65.8K	0.35%	75
2015 Q3	$2.72M	Sell	49,985 -217	-0.4%	-$11.6K	0.33%	75
2015 Q2	$2.46M	Sell	50,202 -1,504	-3%	-$76.2K	0.27%	91
2015 Q1	$2.59M	Sell	51,706 -733	-1%	-$38.9K	0.29%	87
2014 Q4	$2.58M	Sell	52,439 -2,215	-4%	-$108K	0.29%	84
2014 Q3	$2.51M	Sell	54,654 -732	-1%	-$31.4K	0.29%	84
2014 Q2	$2.32M	Sell	55,386 -2,049	-4%	-$82.4K	0.26%	91
2014 Q1	$2.15M	Buy	57,435 +500	+0.9%	+$18.2K	0.25%	90
2013 Q4	$2.19M	Sell	56,935 -44	-0.1%	-$1.62K	0.26%	89
2013 Q3	$1.96M	Sell	56,979 -350	-0.6%	-$12.3K	0.26%	90
2013 Q2	$2.01M	Buy	+57,329	New	+$2.06M	0.29%	84

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WhitTier Trust Company's MO Position: Q1 2026 in Review

WhitTier Trust Company increased its Altria Group (MO) stake by 7.3% in Q1 2026, buying an estimated $407K and bringing the position to 92,497 shares worth $6.16M. The position accounts for 0.13% of the portfolio, ranked #133.

WhitTier Trust Company first reported a position in MO in Q2 2013 and has held it in 52 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

WhitTier Trust Company held 92,497 shares of Altria Group worth $6.16M as of Q1 2026.
WhitTier Trust Company bought 6,321 Altria Group shares in Q1 2026, an estimated $407K.
Altria Group made up 0.13% of WhitTier Trust Company's portfolio in Q1 2026, its #133 holding.
WhitTier Trust Company first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.