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Sage Advisors’s Altria Group MO Stock Holding History

Sage 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
2025
Q4 		$4.25M Buy
73,670
+8,103
+12% +$489K 2.82% 9
2025
Q3 		$4.33M Buy
65,567
+4,902
+8% +$311K 3.1% 8
2025
Q2 		$3.56M Buy
60,665
+7,500
+14% +$440K 2.54% 11
2025
Q1 		$3.19M Buy
53,165
+3,958
+8% +$216K 2.25% 11
2024
Q4 		$2.57M Buy
+49,207
New +$2.62M 1.92% 10

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Advisors's MO Position: Q4 2025 in Review

Sage Advisors increased its Altria Group (MO) stake by 12% in Q4 2025, buying an estimated $489K and bringing the position to 73,670 shares worth $4.25M. The position accounts for 2.82% of the portfolio, ranked #9.

Sage Advisors first reported a position in MO in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.33M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Sage Advisors held 73,670 shares of Altria Group worth $4.25M as of Q4 2025.
  • Sage Advisors bought 8,103 Altria Group shares in Q4 2025, an estimated $489K.
  • Altria Group made up 2.82% of Sage Advisors's portfolio in Q4 2025, its #9 holding.
  • Sage Advisors first reported a position in Altria Group in Q4 2024 and has held it in 5 quarters since.
  • Sage Advisors's Altria Group position peaked at $4.33M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.