Intergy Private Wealth’s Altria Group MO Stock Holding History

Intergy Private 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	$394K	Buy	5,482 +513	+10%	+$35.8K	0.09%	84
2026 Q1	$328K	Buy	4,969 +443	+10%	+$28.5K	0.1%	85
2025 Q4	$261K	Sell	4,526 -920	-17%	-$55.6K	0.08%	92
2025 Q3	$360K	Buy	5,446 +87	+2%	+$5.51K	0.11%	76
2025 Q2	$314K	Buy	5,359 +883	+20%	+$51.9K	0.11%	76
2025 Q1	$269K	Buy	4,476 +459	+11%	+$25.1K	0.1%	81
2024 Q4	$210K	Buy	+4,017	New	+$214K	0.08%	87

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

Intergy Private Wealth's MO Position: Q2 2026 in Review

Intergy Private Wealth increased its Altria Group (MO) stake by 10% in Q2 2026, buying an estimated $35.8K and bringing the position to 5,482 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #84.

Intergy Private Wealth first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Intergy Private Wealth held 5,482 shares of Altria Group worth $394K as of Q2 2026.
Intergy Private Wealth bought 513 Altria Group shares in Q2 2026, an estimated $35.8K.
Altria Group made up 0.09% of Intergy Private Wealth's portfolio in Q2 2026, its #84 holding.
Intergy Private Wealth first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
579 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.