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Sagespring Wealth Partners’s Altria Group MO Stock Holding History

Sagespring Wealth Partners’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 		$5.05M Buy
76,548
+3,451
+5% +$222K 0.09% 112
2025
Q4 		$4.21M Sell
73,097
-2,370
-3% -$143K 0.08% 123
2025
Q3 		$4.99M Sell
75,467
-637
-0.8% -$40.4K 0.1% 103
2025
Q2 		$4.46M Buy
76,104
+2,309
+3% +$136K 0.1% 107
2025
Q1 		$4.43M Buy
73,795
+14,687
+25% +$802K 0.11% 100
2024
Q4 		$3.09M Buy
+59,108
New +$3.15M 0.08% 109

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

Sagespring Wealth Partners's MO Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Altria Group (MO) stake by 4.7% in Q1 2026, buying an estimated $222K and bringing the position to 76,548 shares worth $5.05M. The position accounts for 0.09% of the portfolio, ranked #112.

Sagespring Wealth Partners first reported a position in MO in Q4 2024 and has held it in 6 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Sagespring Wealth Partners held 76,548 shares of Altria Group worth $5.05M as of Q1 2026.
  • Sagespring Wealth Partners bought 3,451 Altria Group shares in Q1 2026, an estimated $222K.
  • Altria Group made up 0.09% of Sagespring Wealth Partners's portfolio in Q1 2026, its #112 holding.
  • Sagespring Wealth Partners first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.