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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
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 $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 Private Wealth Group's MO Position: Q1 2026 in Review

Sage Private Wealth Group increased its Altria Group (MO) stake by 0.14% in Q1 2026, buying an estimated $515 and bringing the position to 5,796 shares worth $382K. The position accounts for 0.19% of the portfolio, ranked #67.

Sage Private Wealth Group first reported a position in MO in Q4 2020 and has held it in 22 quarters since. The position peaked at $627K in Q1 2021. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Sage Private Wealth Group held 5,796 shares of Altria Group worth $382K as of Q1 2026.
  • Sage Private Wealth Group bought 8 Altria Group shares in Q1 2026, an estimated $515.
  • Altria Group made up 0.19% of Sage Private Wealth Group's portfolio in Q1 2026, its #67 holding.
  • Sage Private Wealth Group first reported a position in Altria Group in Q4 2020 and has held it in 22 quarters since.
  • Sage Private Wealth Group's Altria Group position peaked at $627K in Q1 2021.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.