Enzi Wealth’s Altria Group MO Stock Holding History

Enzi Wealth’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	$770K	Sell	10,976 -73	-0.7%	-$5.09K	0.24%	35
2026 Q1	$729K	Buy	11,049 +11	+0.1%	+$708	0.25%	34
2025 Q4	$679K	Buy	11,038 +29	+0.3%	+$1.75K	0.24%	35
2025 Q3	$707K	Buy	11,009 +146	+1%	+$9.25K	0.25%	31
2025 Q2	$628K	Sell	10,863 -9	-0.1%	-$529	0.23%	33
2025 Q1	$638K	Buy	10,872 +1,378	+15%	+$75.2K	0.26%	29
2024 Q4	$482K	Buy	9,494 +284	+3%	+$15.1K	0.18%	39
2024 Q3	$459K	Buy	9,210 +169	+2%	+$8.54K	0.18%	39
2024 Q2	$417K	Hold	9,041	–	–	0.18%	40
2024 Q1	$370K	Sell	9,041 -356	-4%	-$14.8K	0.17%	40
2023 Q4	$378K	Buy	+9,397	New	+$389K	0.18%	39

Other funds holding MO

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Enzi Wealth's MO Position: Q2 2026 in Review

Enzi Wealth reduced its Altria Group (MO) stake by 0.66% in Q2 2026, selling an estimated $5.09K and leaving 10,976 shares worth $770K. The position accounts for 0.24% of the portfolio, ranked #35.

Enzi Wealth first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Enzi Wealth held 10,976 shares of Altria Group worth $770K as of Q2 2026.
Enzi Wealth sold 73 Altria Group shares in Q2 2026, an estimated $5.09K.
Altria Group made up 0.24% of Enzi Wealth's portfolio in Q2 2026, its #35 holding.
Enzi Wealth first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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