Edge Wealth Management’s Altria Group MO Stock Holding History

Edge Wealth 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	$230K	Hold	3,200	–	–	0.04%	78
2026 Q1	$211K	Buy	+3,200	New	+$206K	0.04%	78
2025 Q4	–	Sell	-3,200	Closed	-$211K	–	86
2025 Q3	$211K	Buy	+3,200	New	+$203K	0.04%	80
2022 Q1	–	Sell	-3,062	Closed	-$145K	–	308
2021 Q4	$145K	Hold	3,062	–	–	0.03%	103
2021 Q3	$139K	Buy	3,062 +62	+2%	+$2.99K	0.03%	104
2021 Q2	$143K	Hold	3,000	–	–	0.03%	108
2021 Q1	$153K	Hold	3,000	–	–	0.03%	102
2020 Q4	$122K	Buy	+3,000	New	+$120K	0.03%	110
2020 Q3	–	Sell	-400	Closed	-$16K	–	556
2020 Q2	$16K	Hold	400	–	–	﹤0.01%	400
2020 Q1	$15K	Sell	400 -20	-5%	-$888	﹤0.01%	349
2019 Q4	$21K	Hold	420	–	–	﹤0.01%	330
2019 Q3	$17K	Hold	420	–	–	﹤0.01%	344
2019 Q2	$20K	Hold	420	–	–	﹤0.01%	339
2019 Q1	$24K	Sell	420 -5,700	-93%	-$291K	0.01%	314
2018 Q4	$302K	Buy	6,120 +2,105	+52%	+$122K	0.09%	111
2018 Q3	$242K	Hold	4,015	–	–	0.06%	131
2018 Q2	$228K	Buy	4,015 +3,558	+779%	+$205K	0.06%	135
2018 Q1	$28K	Hold	457	–	–	0.01%	273
2017 Q4	$32K	Buy	457 +20	+5%	+$1.34K	0.01%	263
2017 Q3	$28K	Buy	437 +37	+9%	+$2.47K	0.01%	273
2017 Q2	$30K	Hold	400	–	–	0.01%	255
2017 Q1	$29K	Hold	400	–	–	0.01%	253
2016 Q4	$27K	Hold	400	–	–	0.01%	239
2016 Q3	$25K	Sell	400 -10	-2%	-$665	0.01%	250
2016 Q2	$28K	Hold	410	–	–	0.01%	222
2016 Q1	$26K	Sell	410 -138	-25%	-$8.35K	0.01%	210
2015 Q4	$32K	Sell	548 -942	-63%	-$54.6K	0.01%	217
2015 Q3	$81K	Hold	1,490	–	–	0.03%	149
2015 Q2	$73K	Buy	1,490 +137	+10%	+$6.94K	0.03%	167
2015 Q1	$68K	Sell	1,353 -397	-23%	-$21.1K	0.02%	166
2014 Q4	$86K	Sell	1,750 -100	-5%	-$4.87K	0.03%	155
2014 Q3	$85K	Sell	1,850 -482	-21%	-$20.6K	0.03%	146
2014 Q2	$98K	Sell	2,332 -541	-19%	-$21.8K	0.04%	135
2014 Q1	$108K	Sell	2,873 -5,100	-64%	-$185K	0.05%	125
2013 Q4	$306K	Hold	7,973	–	–	0.14%	71
2013 Q3	$274K	Sell	7,973 -40	-0.5%	-$1.41K	0.17%	61
2013 Q2	$283K	Buy	+8,013	New	+$288K	0.19%	53

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Edge Wealth Management's MO Position: Q2 2026 in Review

Edge Wealth Management held its Altria Group (MO) position steady in Q2 2026 at 3,200 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #78.

Edge Wealth Management first reported a position in MO in Q2 2013 and has held it in 37 quarters since. The position peaked at $306K in Q4 2013. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Edge Wealth Management held 3,200 shares of Altria Group worth $230K as of Q2 2026.
Edge Wealth Management left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.04% of Edge Wealth Management's portfolio in Q2 2026, its #78 holding.
Edge Wealth Management first reported a position in Altria Group in Q2 2013 and has held it in 37 quarters since.
Edge Wealth Management's Altria Group position peaked at $306K in Q4 2013.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.