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Emergent Wealth Advisors’s Altria Group MO Stock Holding History

Emergent Wealth Advisors’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
Q1 		– Sell
-3,599
Closed -$208K – 139
2025
Q4 		$208K Sell
3,599
-75
-2% -$4.53K 0.12% 132
2025
Q3 		$243K Buy
3,674
+204
+6% +$12.9K 0.14% 108
2025
Q2 		$203K Buy
+3,470
New +$204K 0.13% 115

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Emergent Wealth Advisors's MO Position: Q1 2026 in Review

Emergent Wealth Advisors sold out of Altria Group (MO) in Q1 2026, closing a stake of 3,599 shares — an estimated $208K sold.

Emergent Wealth Advisors first reported a position in MO in Q2 2025 and held it in 3 quarters. The position peaked at $243K in Q3 2025. 2,493 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Emergent Wealth Advisors reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Emergent Wealth Advisors sold 3,599 Altria Group shares in Q1 2026, an estimated $208K.
  • Emergent Wealth Advisors first reported a position in Altria Group in Q2 2025 and held it in 3 quarters.
  • Emergent Wealth Advisors's Altria Group position peaked at $243K in Q3 2025.
  • 2,493 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Emergent Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.