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Sage Mountain Advisors’s Altria Group MO Stock Holding History

Sage Mountain 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
2026
Q1 		– Sell
-4,579
Closed -$264K – 463
2025
Q4 		$264K Sell
4,579
-3,550
-44% -$214K 0.01% 414
2025
Q3 		$537K Sell
8,129
-1,184
-13% -$75K 0.03% 262
2025
Q2 		$546K Buy
9,313
+1,266
+16% +$74.3K 0.04% 228
2025
Q1 		$483K Sell
8,047
-1,233
-13% -$67.3K 0.04% 228
2024
Q4 		$485K Buy
9,280
+3,334
+56% +$178K 0.04% 217
2024
Q3 		$303K Buy
5,946
+442
+8% +$22.3K 0.03% 285
2024
Q2 		$251K Sell
5,504
-246
-4% -$10.9K 0.02% 295
2024
Q1 		$251K Buy
+5,750
New +$238K 0.03% 277
2022
Q2 		– Sell
-4,056
Closed -$212K – 632
2022
Q1 		$212K Sell
4,056
-2,516
-38% -$128K 0.03% 449
2021
Q4 		$311K Buy
6,572
+1,091
+20% +$50K 0.04% 431
2021
Q3 		$250K Buy
5,481
+184
+3% +$8.89K 0.04% 392
2021
Q2 		$253K Buy
+5,297
New +$260K 0.04% 343

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sage Mountain Advisors's MO Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Altria Group (MO) in Q1 2026, closing a stake of 4,579 shares — an estimated $264K sold.

Sage Mountain Advisors first reported a position in MO in Q2 2021 and held it in 12 quarters. The position peaked at $546K in Q2 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,579 Altria Group shares in Q1 2026, an estimated $264K.
  • Sage Mountain Advisors first reported a position in Altria Group in Q2 2021 and held it in 12 quarters.
  • Sage Mountain Advisors's Altria Group position peaked at $546K in Q2 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.