Impact Capital Partners’s Altria Group MO Stock Holding History

Impact Capital 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	$397K	Sell	5,513 -55	-1%	-$3.84K	0.11%	173
2026 Q1	$367K	Buy	5,568 +116	+2%	+$7.46K	0.11%	180
2025 Q4	$314K	Sell	5,452 -979	-15%	-$59.1K	0.09%	209
2025 Q3	$425K	Sell	6,431 -1,796	-22%	-$114K	0.13%	158
2025 Q2	$482K	Sell	8,227 -324	-4%	-$19K	0.16%	149
2025 Q1	$513K	Sell	8,551 -1,063	-11%	-$58K	0.19%	129
2024 Q4	$503K	Buy	+9,614	New	+$512K	0.18%	134

Other funds holding MO

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

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 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

Impact Capital Partners's MO Position: Q2 2026 in Review

Impact Capital Partners reduced its Altria Group (MO) stake by 0.99% in Q2 2026, selling an estimated $3.84K and leaving 5,513 shares worth $397K. The position accounts for 0.11% of the portfolio, ranked #173.

Impact Capital Partners first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $513K in Q1 2025. 650 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Impact Capital Partners held 5,513 shares of Altria Group worth $397K as of Q2 2026.
Impact Capital Partners sold 55 Altria Group shares in Q2 2026, an estimated $3.84K.
Altria Group made up 0.11% of Impact Capital Partners's portfolio in Q2 2026, its #173 holding.
Impact Capital Partners first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's Altria Group position peaked at $513K in Q1 2025.
650 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.