Sage Investment Advisers’s Altria Group MO Stock Holding History

Sage Investment Advisers’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	$291K	Sell	4,041 -89	-2%	-$6.21K	0.2%	80
2026 Q1	$270K	Buy	4,130 +215	+5%	+$13.8K	0.2%	80
2025 Q4	$226K	Buy	+3,915	New	+$236K	0.17%	79
2024 Q3	$265K	Sell	5,189 -327	-6%	-$16.5K	0.28%	61
2024 Q2	$251K	Buy	5,516 +23	+0.4%	+$1.02K	0.28%	57
2024 Q1	$240K	Sell	5,493 -76	-1%	-$3.15K	0.27%	57
2023 Q4	$225K	Buy	+5,569	New	+$230K	0.27%	58
2022 Q3	–	Sell	-5,999	Closed	-$251K	–	62
2022 Q2	$251K	Buy	5,999 +1,527	+34%	+$79.1K	0.39%	53
2022 Q1	$234K	Sell	4,472 -2,874	-39%	-$146K	0.31%	60
2021 Q4	$348K	Buy	+7,346	New	+$337K	0.45%	52

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sage Investment Advisers's MO Position: Q2 2026 in Review

Sage Investment Advisers reduced its Altria Group (MO) stake by 2.2% in Q2 2026, selling an estimated $6.21K and leaving 4,041 shares worth $291K. The position accounts for 0.2% of the portfolio, ranked #80.

Sage Investment Advisers first reported a position in MO in Q4 2021 and has held it in 10 quarters since. The position peaked at $348K in Q4 2021. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Sage Investment Advisers held 4,041 shares of Altria Group worth $291K as of Q2 2026.
Sage Investment Advisers sold 89 Altria Group shares in Q2 2026, an estimated $6.21K.
Altria Group made up 0.2% of Sage Investment Advisers's portfolio in Q2 2026, its #80 holding.
Sage Investment Advisers first reported a position in Altria Group in Q4 2021 and has held it in 10 quarters since.
Sage Investment Advisers's Altria Group position peaked at $348K in Q4 2021.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.