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Aegis Wealth Management (Maryland)’s Altria Group MO Stock Holding History

Aegis Wealth Management (Maryland)’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
Q2 		$329K Buy
4,567
+221
+5% +$15.4K 0.15% 118
2026
Q1 		$287K Sell
4,346
-265
-6% -$17.1K 0.16% 99
2025
Q4 		$266K Sell
4,611
-212
-4% -$12.8K 0.15% 106
2025
Q3 		$319K Sell
4,823
-1,601
-25% -$101K 0.17% 89
2025
Q2 		$386K Hold
6,424
– – 0.23% 67
2025
Q1 		$386K Buy
6,424
+4
+0.1% +$218 0.23% 70
2024
Q4 		$336K Buy
+6,420
New +$342K 0.23% 74

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s MO Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Altria Group (MO) stake by 5.1% in Q2 2026, buying an estimated $15.4K and bringing the position to 4,567 shares worth $329K. The position accounts for 0.15% of the portfolio, ranked #118.

Aegis Wealth Management (Maryland) first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $386K in Q2 2025. 2,551 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 4,567 shares of Altria Group worth $329K as of Q2 2026.
  • Aegis Wealth Management (Maryland) bought 221 Altria Group shares in Q2 2026, an estimated $15.4K.
  • Altria Group made up 0.15% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #118 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s Altria Group position peaked at $386K in Q2 2025.
  • 2,551 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.