EIP
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Essential Investment Partners’s Altria Group MO Stock Holding History

Essential Investment Partners’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 		$21.7K Hold
301
– – 0.02% 186
2026
Q1 		$19.9K Buy
301
+225
+296% +$14.5K 0.02% 184
2025
Q4 		$4.38K Buy
+76
New +$4.59K ﹤0.01% 216

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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

Essential Investment Partners's MO Position: Q2 2026 in Review

Essential Investment Partners held its Altria Group (MO) position steady in Q2 2026 at 301 shares worth $21.7K. The position accounts for 0.02% of the portfolio, ranked #186.

Essential Investment Partners first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Essential Investment Partners held 301 shares of Altria Group worth $21.7K as of Q2 2026.
  • Essential Investment Partners left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.02% of Essential Investment Partners's portfolio in Q2 2026, its #186 holding.
  • Essential Investment Partners first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.