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Livermore
Livermore
ZHEN

Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Triangle Securities Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
3,611
Value
$259.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of MO by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,611$259.8K0.1%00.0%UnchangedHolders
Q1 20263,611$238.3K0.1%−27−0.7%ReducedHolders
Q4 20253,638$209.8K<0.1%−115−3.1%ReducedHolders
Q3 20253,753$247.9K0.1%+3,753NewHolders
Q2 20250$00.0%−3,918−100.0%Sold outHolders
Q1 20253,918$235.2K0.1%−100−2.5%ReducedHolders
Q4 20244,018$210.1K0.1%−85−2.1%ReducedHolders
Q3 20244,103$209.4K0.1%−1,920−31.9%ReducedHolders
Q2 20246,023$274.3K0.1%−229−3.7%ReducedHolders
Q1 20246,252$272.7K0.1%+64+1.0%AddedHolders
Q4 20236,188$249.6K0.1%00.0%UnchangedHolders
Q3 20236,188$260.2K0.1%−52−0.8%ReducedHolders
Q2 20236,240$282.7K0.1%00.0%UnchangedHolders
Q1 20236,240$278.4K0.1%00.0%UnchangedHolders
Q4 20226,240$285.2K0.1%00.0%UnchangedHolders
Q3 20226,240$252.0K0.1%00.0%UnchangedHolders
Q2 20226,240$261.0K0.1%−71−1.1%ReducedHolders
Q1 20226,311$330.0K0.1%+1,800+39.9%AddedHolders
Q4 20214,511$214.0K0.1%+115+2.6%AddedHolders
Q3 20214,396$200.0K0.1%00.0%UnchangedHolders
Q2 20214,396$210.0K0.1%00.0%UnchangedHolders
Q1 20214,396$225.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.