Empirical Wealth Management’s Altria Group MO Stock Holding History

Empirical 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	$26.8M	Buy	371,812 +12,553	+3%	+$876K	0.39%	47
2026 Q1	$23.7M	Buy	359,259 +14,588	+4%	+$939K	0.41%	43
2025 Q4	$19.9M	Buy	344,671 +18,738	+6%	+$1.13M	0.35%	48
2025 Q3	$21.5M	Buy	325,933 +3,482	+1%	+$221K	0.43%	43
2025 Q2	$18.9M	Buy	322,451 +10,181	+3%	+$598K	0.43%	47
2025 Q1	$18.7M	Buy	312,270 +267,483	+597%	+$14.6M	0.48%	37
2024 Q4	$2.34M	Buy	44,787 +5,720	+15%	+$305K	0.06%	174
2024 Q3	$1.99M	Buy	39,067 +3,797	+11%	+$192K	0.06%	194
2024 Q2	$1.61M	Sell	35,270 -4,872	-12%	-$216K	0.05%	203
2024 Q1	$1.75M	Buy	40,142 +6,009	+18%	+$249K	0.05%	194
2023 Q4	$1.38M	Buy	34,133 +2,878	+9%	+$119K	0.05%	207
2023 Q3	$1.31M	Buy	31,255 +573	+2%	+$25.3K	0.05%	199
2023 Q2	$1.39M	Sell	30,682 -988	-3%	-$44.7K	0.06%	195
2023 Q1	$1.41M	Buy	31,670 +5,627	+22%	+$259K	0.06%	170
2022 Q4	$1.19M	Buy	26,043 +4,002	+18%	+$181K	0.06%	185
2022 Q3	$890K	Sell	22,041 -415	-2%	-$18.1K	0.05%	210
2022 Q2	$938K	Buy	22,456 +11,260	+101%	+$583K	0.05%	205
2022 Q1	$585K	Sell	11,196 -1,762	-14%	-$89.8K	0.03%	299
2021 Q4	$614K	Sell	12,958 -732	-5%	-$33.5K	0.03%	299
2021 Q3	$623K	Sell	13,690 -3,992	-23%	-$193K	0.04%	256
2021 Q2	$843K	Buy	17,682 +4,827	+38%	+$237K	0.05%	211
2021 Q1	$658K	Sell	12,855 -1,074	-8%	-$48.1K	0.05%	210
2020 Q4	$571K	Buy	13,929 +252	+2%	+$10.1K	0.04%	231
2020 Q3	$528K	Buy	13,677 +274	+2%	+$11.4K	0.05%	206
2020 Q2	$526K	Sell	13,403 -921	-6%	-$35.9K	0.05%	205
2020 Q1	$554K	Sell	14,324 -4,074	-22%	-$181K	0.06%	167
2019 Q4	$918K	Buy	18,398 +4,034	+28%	+$190K	0.1%	130
2019 Q3	$587K	Sell	14,364 -269	-2%	-$12.4K	0.07%	157
2019 Q2	$693K	Buy	14,633 +1,949	+15%	+$102K	0.09%	124
2019 Q1	$728K	Buy	12,684 +1,076	+9%	+$55K	0.11%	116
2018 Q4	$573K	Buy	11,608 +206	+2%	+$11.9K	0.1%	112
2018 Q3	$688K	Buy	11,402 +616	+6%	+$36.6K	0.12%	98
2018 Q2	$613K	Buy	10,786 +2,915	+37%	+$168K	0.11%	94
2018 Q1	$490K	Sell	7,871 -721	-8%	-$47.8K	0.1%	101
2017 Q4	$614K	Buy	8,592 +4,899	+133%	+$328K	0.13%	77
2017 Q3	$234K	Buy	3,693 +200	+6%	+$13.3K	0.05%	124
2017 Q2	$260K	Buy	+3,493	New	+$256K	0.06%	114
2014 Q4	–	Sell	-4,900	Closed	-$225K	–	101
2014 Q3	$225K	Buy	+4,900	New	+$210K	0.05%	94

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Empirical Wealth Management increased its Altria Group (MO) stake by 3.5% in Q2 2026, buying an estimated $876K and bringing the position to 371,812 shares worth $26.8M. The position accounts for 0.39% of the portfolio, ranked #47.

Empirical Wealth Management first reported a position in MO in Q3 2014 and has held it in 38 quarters since. 1,093 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Empirical Wealth Management held 371,812 shares of Altria Group worth $26.8M as of Q2 2026.
Empirical Wealth Management bought 12,553 Altria Group shares in Q2 2026, an estimated $876K.
Altria Group made up 0.39% of Empirical Wealth Management's portfolio in Q2 2026, its #47 holding.
Empirical Wealth Management first reported a position in Altria Group in Q3 2014 and has held it in 38 quarters since.
1,093 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.