Empire Life Investments’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.7M | Sell |
177,007
-7,359
| -4% | -$514K | 0.71% | 49 |
|
|
2026
Q1 | $12.1M | Sell |
184,366
-1,325
| -0.7% | -$85.3K | 0.73% | 50 |
|
|
2025
Q4 | $10.7M | Sell |
185,691
-54,017
| -23% | -$3.26M | 0.6% | 51 |
|
|
2025
Q3 | $15.8M | Sell |
239,708
-69,520
| -22% | -$4.4M | 0.93% | 40 |
|
|
2025
Q2 | $18.1M | Sell |
309,228
-26,917
| -8% | -$1.58M | 1.15% | 29 |
|
|
2025
Q1 | $20.2M | Sell |
336,145
-33,575
| -9% | -$1.83M | 1.31% | 28 |
|
|
2024
Q4 | $19.3M | Sell |
369,720
-65,559
| -15% | -$3.49M | 1.21% | 33 |
|
|
2024
Q3 | $22.2M | Sell |
435,279
-130,110
| -23% | -$6.58M | 1.35% | 29 |
|
|
2024
Q2 | $25.8M | Sell |
565,389
-31,322
| -5% | -$1.39M | 1.62% | 20 |
|
|
2024
Q1 | $26M | Sell |
596,711
-18,868
| -3% | -$782K | 1.6% | 22 |
|
|
2023
Q4 | $24.8M | Sell |
615,579
-762
| -0.1% | -$31.5K | 1.6% | 24 |
|
|
2023
Q3 | $25.9M | Sell |
616,341
-4,654
| -0.7% | -$206K | 1.9% | 21 |
|
|
2023
Q2 | $28.1M | Sell |
620,995
-1,718
| -0.3% | -$77.8K | 1.92% | 22 |
|
|
2023
Q1 | $27.8M | Buy |
622,713
+2,339
| +0.4% | +$108K | 1.98% | 20 |
|
|
2022
Q4 | $28.4M | Sell |
620,374
-11,112
| -2% | -$503K | 1.95% | 20 |
|
|
2022
Q3 | $25.5M | Buy |
631,486
+15,303
| +2% | +$668K | 1.94% | 21 |
|
|
2022
Q2 | $25.7M | Buy |
616,183
+107,262
| +21% | +$5.55M | 1.86% | 21 |
|
|
2022
Q1 | $26.6M | Sell |
508,921
-71,829
| -12% | -$3.66M | 1.7% | 26 |
|
|
2021
Q4 | $27.5M | Buy |
580,750
+1,797
| +0.3% | +$82.3K | 1.68% | 25 |
|
|
2021
Q3 | $26.4M | Sell |
578,953
-6,549
| -1% | -$316K | 1.73% | 22 |
|
|
2021
Q2 | $27.9M | Buy |
585,502
+15,231
| +3% | +$748K | 1.79% | 22 |
|
|
2021
Q1 | $29.2M | Buy |
570,271
+69,869
| +14% | +$3.13M | 2.01% | 19 |
|
|
2020
Q4 | $20.5M | Sell |
500,402
-26,045
| -5% | -$1.05M | 1.45% | 25 |
|
|
2020
Q3 | $20.3M | Buy |
526,447
+1,478
| +0.3% | +$61.5K | 1.63% | 24 |
|
|
2020
Q2 | $20.6M | Sell |
524,969
-13,316
| -2% | -$520K | 1.81% | 20 |
|
|
2020
Q1 | $20.8M | Buy |
538,285
+4,030
| +0.8% | +$179K | 1.9% | 19 |
|
|
2019
Q4 | $26.7M | Buy |
534,255
+25,975
| +5% | +$1.23M | 2.03% | 21 |
|
|
2019
Q3 | $20.8M | Buy |
508,280
+388,415
| +324% | +$17.9M | 1.74% | 27 |
|
|
2019
Q2 | $5.67M | Buy |
119,865
+2,694
| +2% | +$141K | 0.46% | 63 |
|
|
2019
Q1 | $6.73M | Buy |
+117,171
| New | +$5.99M | 0.56% | 52 |
|
|
2018
Q1 | – | Sell |
-69,506
| Closed | -$4.96M | – | 106 |
|
|
2017
Q4 | $4.96M | Buy |
69,506
+1,463
| +2% | +$98K | 0.38% | 62 |
|
|
2017
Q3 | $4.32M | Buy |
68,043
+9,548
| +16% | +$636K | 0.35% | 69 |
|
|
2017
Q2 | $4.36M | Hold |
58,495
| – | – | 0.38% | 63 |
|
|
2017
Q1 | $4.18M | Sell |
58,495
-127,865
| -69% | -$9.25M | 0.41% | 63 |
|
|
2016
Q4 | $11.8M | Buy |
+186,360
| New | +$12M | 0.95% | 42 |
|
Other funds holding MO
SLAM
ETC
Empire Life Investments's MO Position: Q2 2026 in Review
Empire Life Investments reduced its Altria Group (MO) stake by 4% in Q2 2026, selling an estimated $514K and leaving 177,007 shares worth $12.7M. The position accounts for 0.71% of the portfolio, ranked #49.
Empire Life Investments first reported a position in MO in Q4 2016 and has held it in 35 quarters since. The position peaked at $29.2M in Q1 2021. 1,166 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Empire Life Investments held 177,007 shares of Altria Group worth $12.7M as of Q2 2026.
- Empire Life Investments sold 7,359 Altria Group shares in Q2 2026, an estimated $514K.
- Altria Group made up 0.71% of Empire Life Investments's portfolio in Q2 2026, its #49 holding.
- Empire Life Investments first reported a position in Altria Group in Q4 2016 and has held it in 35 quarters since.
- Empire Life Investments's Altria Group position peaked at $29.2M in Q1 2021.
- 1,166 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.