EFM
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E Fund Management’s Altria Group MO Stock Holding History

E Fund Management’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 		$446K Sell
6,198
-60
-1% -$4.19K 0.01% 301
2026
Q1 		$413K Buy
+6,258
New +$403K 0.01% 327
2025
Q2 		$255K Sell
4,350
-8
-0.2% -$470 0.01% 331
2025
Q1 		$262K Buy
4,358
+163
+4% +$8.9K 0.01% 335
2024
Q4 		$219K Buy
+4,195
New +$223K 0.01% 352

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

E Fund Management's MO Position: Q2 2026 in Review

E Fund Management reduced its Altria Group (MO) stake by 0.96% in Q2 2026, selling an estimated $4.19K and leaving 6,198 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #301.

E Fund Management first reported a position in MO in Q4 2024 and has held it in 5 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • E Fund Management held 6,198 shares of Altria Group worth $446K as of Q2 2026.
  • E Fund Management sold 60 Altria Group shares in Q2 2026, an estimated $4.19K.
  • Altria Group made up 0.01% of E Fund Management's portfolio in Q2 2026, its #301 holding.
  • E Fund Management first reported a position in Altria Group in Q4 2024 and has held it in 5 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.