Legacy Trust

SEC CIK: 0001772483
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

MO holding history

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

MO overview All 13F holders of MO Full Q2 2026 holdings

Shares (Q2 2026): 5,746
Value: $413.4K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of MO by Legacy Trust, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,746	$413.4K	0.1%	−225−3.8%	Reduced	Holders
Q1 2026	5,971	$394.0K	0.1%	−325−5.2%	Reduced	Holders
Q4 2025	6,296	$363.0K	0.1%	+460+7.9%	Added	Holders
Q3 2025	5,836	$385.5K	0.1%	+5,836	New	Holders