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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
2023
Q1 		– Sell
-5,897
Closed -$270K – 634
2022
Q4 		$270K Buy
+5,897
New +$267K 0.02% 404

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empowered Funds's MO Position: Q1 2026 in Review

Empowered Funds reduced its Altria Group (MO) stake by 15% in Q1 2026, selling an estimated $5.97M and leaving 512,441 shares worth $33.8M. The position accounts for 0.22% of the portfolio, ranked #77.

Empowered Funds first reported a position in MO in Q4 2019 and has held it in 21 quarters since. The position peaked at $34.9M in Q4 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Empowered Funds held 512,441 shares of Altria Group worth $33.8M as of Q1 2026.
  • Empowered Funds sold 92,839 Altria Group shares in Q1 2026, an estimated $5.97M.
  • Altria Group made up 0.22% of Empowered Funds's portfolio in Q1 2026, its #77 holding.
  • Empowered Funds first reported a position in Altria Group in Q4 2019 and has held it in 21 quarters since.
  • Empowered Funds's Altria Group position peaked at $34.9M in Q4 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.