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Sage Private Wealth Group’s Altria Group MO Stock Holding History

Sage Private Wealth Group’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 		$379K Sell
5,264
-532
-9% -$37.1K 0.17% 72
2026
Q1 		$382K Buy
5,796
+8
+0.1% +$515 0.19% 67
2025
Q4 		$334K Buy
5,788
+306
+6% +$18.5K 0.18% 72
2025
Q3 		$362K Buy
5,482
+69
+1% +$4.37K 0.2% 71
2025
Q2 		$317K Sell
5,413
-1,592
-23% -$93.5K 0.2% 71
2025
Q1 		$420K Buy
7,005
+123
+2% +$6.72K 0.32% 46
2024
Q4 		$360K Sell
6,882
-152
-2% -$8.1K 0.27% 55
2024
Q3 		$359K Sell
7,034
-103
-1% -$5.21K 0.28% 60
2024
Q2 		$325K Sell
7,137
-1,311
-16% -$58.2K 0.27% 62
2024
Q1 		$369K Sell
8,448
-1,536
-15% -$63.7K 0.3% 51
2023
Q4 		$403K Buy
9,984
+104
+1% +$4.3K 0.36% 37
2023
Q3 		$415K Buy
9,880
+214
+2% +$9.46K 0.57% 20
2023
Q2 		$438K Sell
9,666
-316
-3% -$14.3K 0.6% 17
2023
Q1 		$445K Sell
9,982
-1,104
-10% -$50.8K 0.51% 16
2022
Q4 		$507K Buy
11,086
+113
+1% +$5.12K 0.6% 14
2022
Q3 		$443K Buy
10,973
+83
+0.8% +$3.62K 0.59% 12
2022
Q2 		$455K Sell
10,890
-705
-6% -$36.5K 0.65% 12
2022
Q1 		$606K Buy
11,595
+69
+0.6% +$3.52K 0.59% 10
2021
Q4 		$546K Sell
11,526
-575
-5% -$26.3K 0.68% 12
2021
Q3 		$551K Sell
12,101
-293
-2% -$14.2K 0.76% 10
2021
Q2 		$591K Buy
12,394
+131
+1% +$6.44K 0.8% 7
2021
Q1 		$627K Sell
12,263
-866
-7% -$38.8K 1.08% 5
2020
Q4 		$538K Buy
+13,129
New +$527K 1.5% 6

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sage Private Wealth Group's MO Position: Q2 2026 in Review

Sage Private Wealth Group reduced its Altria Group (MO) stake by 9.2% in Q2 2026, selling an estimated $37.1K and leaving 5,264 shares worth $379K. The position accounts for 0.17% of the portfolio, ranked #72.

Sage Private Wealth Group first reported a position in MO in Q4 2020 and has held it in 23 quarters since. The position peaked at $627K in Q1 2021. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Sage Private Wealth Group held 5,264 shares of Altria Group worth $379K as of Q2 2026.
  • Sage Private Wealth Group sold 532 Altria Group shares in Q2 2026, an estimated $37.1K.
  • Altria Group made up 0.17% of Sage Private Wealth Group's portfolio in Q2 2026, its #72 holding.
  • Sage Private Wealth Group first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • Sage Private Wealth Group's Altria Group position peaked at $627K in Q1 2021.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.