EF
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Empowered Funds’s Altria Group MO Stock Holding History

Empowered Funds’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 		$34M Sell
472,153
-40,288
-8% -$2.81M 0.18% 104
2026
Q1 		$33.8M Sell
512,441
-92,839
-15% -$5.97M 0.22% 77
2025
Q4 		$34.9M Buy
605,280
+369,161
+156% +$22.3M 0.59% 25
2025
Q3 		$15.6M Sell
236,119
-177,447
-43% -$11.2M 0.16% 127
2025
Q2 		$24.2M Buy
413,566
+13,494
+3% +$792K 0.27% 66
2025
Q1 		$24M Buy
400,072
+35,058
+10% +$1.91M 0.34% 42
2024
Q4 		$19.1M Buy
365,014
+4,460
+1% +$238K 0.28% 55
2024
Q3 		$18.4M Sell
360,554
-35,199
-9% -$1.78M 0.29% 50
2024
Q2 		$18M Buy
395,753
+95,060
+32% +$4.22M 0.31% 42
2024
Q1 		$13.1M Buy
300,693
+134,168
+81% +$5.56M 0.24% 78
2023
Q4 		$6.72M Buy
166,525
+136,063
+447% +$5.63M 0.17% 149
2023
Q3 		$1.28M Sell
30,462
-91,231
-75% -$4.03M 0.04% 586
2023
Q2 		$5.51M Buy
121,693
+112,196
+1,181% +$5.08M 0.19% 114
2023
Q1 		$424K Buy
+9,497
New +$437K 0.03% 417
2022
Q2 		– Sell
-13,895
Closed -$726K – 314
2022
Q1 		$726K Buy
13,895
+1,581
+13% +$80.5K 0.08% 213
2021
Q4 		$584K Buy
12,314
+3,701
+43% +$170K 0.07% 218
2021
Q3 		$392K Sell
8,613
-77,096
-90% -$3.72M 0.05% 199
2021
Q2 		$4.09M Buy
+85,709
New +$4.21M 0.52% 59
2020
Q4 		– Sell
-65,024
Closed -$2.51M – 201
2020
Q3 		$2.51M Buy
65,024
+1,033
+2% +$43K 0.78% 53
2020
Q2 		$2.51M Buy
63,991
+14,050
+28% +$548K 0.97% 34
2020
Q1 		$2.49M Hold
49,941
– – 0.9% 43
2019
Q4 		$2.49M Buy
+49,941
New +$2.36M 0.9% 43

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

Empowered Funds's MO Position: Q2 2026 in Review

Empowered Funds reduced its Altria Group (MO) stake by 7.9% in Q2 2026, selling an estimated $2.81M and leaving 472,153 shares worth $34M. The position accounts for 0.18% of the portfolio, ranked #104.

Empowered Funds first reported a position in MO in Q4 2019 and has held it in 22 quarters since. The position peaked at $34.9M in Q4 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Empowered Funds held 472,153 shares of Altria Group worth $34M as of Q2 2026.
  • Empowered Funds sold 40,288 Altria Group shares in Q2 2026, an estimated $2.81M.
  • Altria Group made up 0.18% of Empowered Funds's portfolio in Q2 2026, its #104 holding.
  • Empowered Funds first reported a position in Altria Group in Q4 2019 and has held it in 22 quarters since.
  • Empowered Funds's Altria Group position peaked at $34.9M in Q4 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.