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EP Wealth Advisors’s Altria Group MO Stock Holding History

EP Wealth Advisors’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
Q1 		$6.11M Sell
92,651
-3,293
-3% -$212K 0.03% 277
2025
Q4 		$5.53M Buy
+95,944
New +$5.79M 0.03% 264
2025
Q2 		$4.39M Buy
74,903
+689
+0.9% +$40.5K 0.03% 284
2025
Q1 		$4.45M Sell
74,214
-6,101
-8% -$333K 0.04% 235
2024
Q4 		$4.2M Sell
80,315
-804
-1% -$42.8K 0.03% 240
2024
Q3 		$4.14M Buy
81,119
+43,074
+113% +$2.18M 0.04% 240
2024
Q2 		$1.73M Buy
38,045
+768
+2% +$34.1K 0.02% 304
2024
Q1 		$1.63M Buy
37,277
+3,151
+9% +$131K 0.02% 296
2023
Q4 		$1.38M Sell
34,126
-5,551
-14% -$230K 0.02% 320
2023
Q3 		$1.67M Buy
39,677
+9,391
+31% +$415K 0.03% 257
2023
Q2 		$1.74M Buy
30,286
+23,603
+353% +$1.07M 0.03% 262
2023
Q1 		$363K Sell
6,683
-23,135
-78% -$1.06M 0.01% 454
2022
Q4 		$1.36M Sell
29,818
-4,512
-13% -$204K 0.02% 244
2022
Q3 		$1.39M Buy
34,330
+4,164
+14% +$182K 0.03% 212
2022
Q2 		$1.26M Buy
30,166
+1,268
+4% +$65.7K 0.03% 235
2022
Q1 		$1.51M Buy
28,898
+103
+0.4% +$5.25K 0.03% 223
2021
Q4 		$1.36M Buy
28,795
+285
+1% +$13.1K 0.03% 223
2021
Q3 		$1.3M Sell
28,510
-283
-1% -$13.7K 0.04% 210
2021
Q2 		$1.37M Buy
28,793
+2,450
+9% +$120K 0.04% 215
2021
Q1 		$1.35M Sell
26,343
-1,987
-7% -$89K 0.04% 203
2020
Q4 		$1.16M Buy
28,330
+6,100
+27% +$245K 0.04% 176
2020
Q3 		$859K Buy
22,230
+38
+0.2% +$1.58K 0.04% 170
2020
Q2 		$871K Sell
22,192
-1,300
-6% -$50.7K 0.04% 193
2020
Q1 		$908K Buy
23,492
+7,632
+48% +$339K 0.04% 183
2019
Q4 		$792K Sell
15,860
-675
-4% -$31.8K 0.03% 217
2019
Q3 		$676K Sell
16,535
-196
-1% -$9.02K 0.03% 202
2019
Q2 		$792K Buy
16,731
+2,024
+14% +$106K 0.05% 154
2019
Q1 		$845K Sell
14,707
-1,281
-8% -$65.5K 0.08% 128
2018
Q4 		$790K Buy
15,988
+1,356
+9% +$78.6K 0.06% 140
2018
Q3 		$882K Buy
14,632
+3,351
+30% +$199K 0.07% 127
2018
Q2 		$641K Sell
11,281
-2,138
-16% -$123K 0.06% 103
2018
Q1 		$836K Buy
13,419
+1,355
+11% +$89.7K 0.08% 104
2017
Q4 		$861K Sell
12,064
-176
-1% -$11.8K 0.09% 86
2017
Q3 		$776K Sell
12,240
-1,295
-10% -$86.3K 0.09% 86
2017
Q2 		$1.01M Buy
13,535
+654
+5% +$47.8K 0.12% 83
2017
Q1 		$920K Sell
12,881
-178
-1% -$12.9K 0.13% 63
2016
Q4 		$830K Sell
13,059
-3,296
-20% -$212K 0.12% 63
2016
Q3 		$1.03M Buy
16,355
+1,169
+8% +$77.7K 0.16% 54
2016
Q2 		$1.05M Buy
15,186
+8
+0.1% +$512 0.17% 54
2016
Q1 		$951K Sell
15,178
-663
-4% -$40.1K 0.15% 59
2015
Q4 		$922K Buy
15,841
+745
+5% +$43.2K 0.16% 73
2015
Q3 		$821K Buy
15,096
+556
+4% +$29.8K 0.16% 62
2015
Q2 		$711K Sell
14,540
-1,615
-10% -$81.9K 0.13% 57
2015
Q1 		$808K Buy
16,155
+2,795
+21% +$148K 0.15% 54
2014
Q4 		$658K Sell
13,360
-125
-0.9% -$6.09K 0.11% 75
2014
Q3 		$620K Buy
13,485
+3,840
+40% +$164K 0.1% 65
2014
Q2 		$405K Buy
9,645
+700
+8% +$28.2K 0.09% 70
2014
Q1 		$335K Sell
8,945
-4,453
-33% -$162K 0.09% 76
2013
Q4 		$514K Buy
13,398
+1,671
+14% +$61.7K 0.13% 71
2013
Q3 		$403K Sell
11,727
-2,805
-19% -$98.8K 0.13% 67
2013
Q2 		$508K Buy
+14,532
New +$522K 0.18% 49

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

EP Wealth Advisors's MO Position: Q1 2026 in Review

EP Wealth Advisors reduced its Altria Group (MO) stake by 3.4% in Q1 2026, selling an estimated $212K and leaving 92,651 shares worth $6.11M. The position accounts for 0.03% of the portfolio, ranked #277.

EP Wealth Advisors first reported a position in MO in Q2 2013 and has held it in 51 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • EP Wealth Advisors held 92,651 shares of Altria Group worth $6.11M as of Q1 2026.
  • EP Wealth Advisors sold 3,293 Altria Group shares in Q1 2026, an estimated $212K.
  • Altria Group made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #277 holding.
  • EP Wealth Advisors first reported a position in Altria Group in Q2 2013 and has held it in 51 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.