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EPG Wealth Management’s Altria Group MO Stock Holding History

EPG 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 		$521K Buy
7,248
+19
+0.3% +$1.33K 0.13% 142
2026
Q1 		$477K Buy
7,229
+22
+0.3% +$1.42K 0.13% 144
2025
Q4 		$416K Buy
7,207
+335
+5% +$20.2K 0.11% 151
2025
Q3 		$454K Buy
6,872
+21
+0.3% +$1.33K 0.13% 148
2025
Q2 		$402K Buy
6,851
+32
+0.5% +$1.88K 0.12% 149
2025
Q1 		$409K Buy
6,819
+22
+0.3% +$1.2K 0.11% 174
2024
Q4 		$355K Buy
6,797
+64
+1% +$3.41K 0.09% 181
2024
Q3 		$344K Buy
+6,733
New +$340K 0.09% 195
2024
Q2 		– Sell
-7,189
Closed -$319K – 201
2024
Q1 		$314K Sell
7,189
-513
-7% -$21.3K 0.08% 211
2023
Q4 		$310K Buy
7,702
+51
+0.7% +$2.11K 0.08% 200
2023
Q3 		$322K Buy
7,651
+25
+0.3% +$1.1K 0.1% 183
2023
Q2 		$345K Buy
7,626
+22
+0.3% +$996 0.1% 174
2023
Q1 		$339K Buy
7,604
+373
+5% +$17.1K 0.11% 173
2022
Q4 		$331K Buy
7,231
+25
+0.3% +$1.13K 0.13% 147
2022
Q3 		$291K Buy
7,206
+12
+0.2% +$523 0.12% 159
2022
Q2 		$300K Sell
7,194
-1,480
-17% -$76.6K 0.13% 158
2022
Q1 		$453K Buy
8,674
+1,039
+14% +$52.9K 0.16% 121
2021
Q4 		$362K Buy
7,635
+8
+0.1% +$367 0.13% 145
2021
Q3 		$347K Buy
7,627
+684
+10% +$33K 0.14% 143
2021
Q2 		$331K Buy
6,943
+542
+8% +$26.6K 0.14% 143
2021
Q1 		$327K Buy
6,401
+57
+0.9% +$2.55K 0.16% 135
2020
Q4 		$260K Sell
6,344
-169
-3% -$6.79K 0.16% 118
2020
Q3 		$252K Buy
6,513
+25
+0.4% +$1.04K 0.19% 105
2020
Q2 		$255K Buy
6,488
+1,388
+27% +$54.2K 0.18% 118
2020
Q1 		$197K Sell
5,100
-919
-15% -$40.8K 0.14% 124
2019
Q4 		$300K Buy
+6,019
New +$284K 0.22% 74

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

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

EPG Wealth Management increased its Altria Group (MO) stake by 0.26% in Q2 2026, buying an estimated $1.33K and bringing the position to 7,248 shares worth $521K. The position accounts for 0.13% of the portfolio, ranked #142.

EPG Wealth Management first reported a position in MO in Q4 2019 and has held it in 26 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • EPG Wealth Management held 7,248 shares of Altria Group worth $521K as of Q2 2026.
  • EPG Wealth Management bought 19 Altria Group shares in Q2 2026, an estimated $1.33K.
  • Altria Group made up 0.13% of EPG Wealth Management's portfolio in Q2 2026, its #142 holding.
  • EPG Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 26 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.