Winch Advisory Services’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 | $162K | Buy |
2,256
+268
| +13% | +$18.7K | 0.03% | 120 |
|
|
2026
Q1 | $131K | Sell |
1,988
-183
| -8% | -$11.8K | 0.03% | 122 |
|
|
2025
Q4 | $125K | Sell |
2,171
-147
| -6% | -$8.88K | 0.03% | 118 |
|
|
2025
Q3 | $153K | Buy |
2,318
+188
| +9% | +$11.9K | 0.03% | 111 |
|
|
2025
Q2 | $125K | Buy |
2,130
+36
| +2% | +$2.11K | 0.03% | 113 |
|
|
2025
Q1 | $126K | Buy |
2,094
+41
| +2% | +$2.24K | 0.03% | 110 |
|
|
2024
Q4 | $107K | Buy |
2,053
+92
| +5% | +$4.9K | 0.03% | 114 |
|
|
2024
Q3 | $100K | Buy |
1,961
+40
| +2% | +$2.02K | 0.03% | 115 |
|
|
2024
Q2 | $87.5K | Buy |
1,921
+913
| +91% | +$40.5K | 0.03% | 118 |
|
|
2024
Q1 | $44K | Buy |
1,008
+152
| +18% | +$6.3K | 0.01% | 159 |
|
|
2023
Q4 | $34.5K | Buy |
856
+19
| +2% | +$786 | 0.01% | 169 |
|
|
2023
Q3 | $35K | Buy |
837
+16
| +2% | +$707 | 0.01% | 164 |
|
|
2023
Q2 | $37K | Buy |
821
+8
| +1% | +$362 | 0.01% | 148 |
|
|
2023
Q1 | $36K | Buy |
813
+8
| +1% | +$368 | 0.01% | 143 |
|
|
2022
Q4 | $37K | Buy |
805
+437
| +119% | +$19.8K | 0.02% | 141 |
|
|
2022
Q3 | $15K | Buy |
368
+8
| +2% | +$349 | 0.01% | 196 |
|
|
2022
Q2 | $15K | Sell |
360
-675
| -65% | -$35K | 0.01% | 203 |
|
|
2022
Q1 | $54K | Buy |
1,035
+8
| +0.8% | +$408 | 0.02% | 127 |
|
|
2021
Q4 | $49K | Buy |
1,027
+7
| +0.7% | +$321 | 0.02% | 132 |
|
|
2021
Q3 | $46K | Buy |
1,020
+8
| +0.8% | +$386 | 0.02% | 135 |
|
|
2021
Q2 | $48K | Buy |
1,012
+7
| +0.7% | +$344 | 0.02% | 130 |
|
|
2021
Q1 | $51K | Buy |
1,005
+8
| +0.8% | +$358 | 0.02% | 123 |
|
|
2020
Q4 | $41K | Sell |
997
-118
| -11% | -$4.74K | 0.02% | 113 |
|
|
2020
Q3 | $43K | Buy |
1,115
+134
| +14% | +$5.58K | 0.02% | 99 |
|
|
2020
Q2 | $38K | Buy |
981
+8
| +0.8% | +$312 | 0.02% | 104 |
|
|
2020
Q1 | $38K | Buy |
973
+205
| +27% | +$9.1K | 0.02% | 97 |
|
|
2019
Q4 | $38K | Buy |
768
+606
| +374% | +$28.6K | 0.02% | 126 |
|
|
2019
Q3 | $7K | Buy |
162
+153
| +1,700% | +$7.04K | ﹤0.01% | 223 |
|
|
2019
Q2 | $0 | Sell |
9
-4,140
| -100% | -$217K | ﹤0.01% | 456 |
|
|
2019
Q1 | $238K | Sell |
4,149
-4,065
| -49% | -$208K | 0.13% | 70 |
|
|
2018
Q4 | $406K | Buy |
+8,214
| New | +$476K | 0.23% | 49 |
|
|
2017
Q4 | – | Sell |
-77
| Closed | -$5K | – | 313 |
|
|
2017
Q3 | $5K | Buy |
+77
| New | +$5.13K | ﹤0.01% | 208 |
|
|
2016
Q4 | – | Sell |
-32,736
| Closed | -$2.07M | – | 283 |
|
|
2016
Q3 | $2.07M | Buy |
32,736
+31,790
| +3,360% | +$2.11M | 1.69% | 24 |
|
|
2016
Q2 | $65K | Buy |
946
+476
| +101% | +$30.5K | 0.08% | 67 |
|
|
2016
Q1 | $29K | Buy |
470
+252
| +116% | +$15.2K | 0.05% | 61 |
|
|
2015
Q4 | $13K | Buy |
218
+2
| +0.9% | +$116 | 0.01% | 114 |
|
|
2015
Q3 | $12K | Buy |
216
+2
| +0.9% | +$107 | 0.02% | 110 |
|
|
2015
Q2 | $10K | Sell |
214
-36
| -14% | -$1.82K | 0.01% | 179 |
|
|
2015
Q1 | $12K | Buy |
+250
| New | +$13.3K | 0.01% | 140 |
|
|
2014
Q4 | – | Sell |
-207
| Closed | -$10K | – | 127 |
|
|
2014
Q3 | $10K | Buy |
207
+2
| +1% | +$86 | 0.01% | 134 |
|
|
2014
Q2 | $9K | Buy |
205
+2
| +1% | +$80 | 0.01% | 171 |
|
|
2014
Q1 | $8K | Buy |
+203
| New | +$7.38K | 0.01% | 191 |
|
Other funds holding MO
Winch Advisory Services's MO Position: Q2 2026 in Review
Winch Advisory Services increased its Altria Group (MO) stake by 13% in Q2 2026, buying an estimated $18.7K and bringing the position to 2,256 shares worth $162K. The position accounts for 0.03% of the portfolio, ranked #120.
Winch Advisory Services first reported a position in MO in Q1 2014 and has held it in 42 quarters since. The position peaked at $2.07M in Q3 2016. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Winch Advisory Services held 2,256 shares of Altria Group worth $162K as of Q2 2026.
- Winch Advisory Services bought 268 Altria Group shares in Q2 2026, an estimated $18.7K.
- Altria Group made up 0.03% of Winch Advisory Services's portfolio in Q2 2026, its #120 holding.
- Winch Advisory Services first reported a position in Altria Group in Q1 2014 and has held it in 42 quarters since.
- Winch Advisory Services's Altria Group position peaked at $2.07M in Q3 2016.
- 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.