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 Q2	$5.74M	Buy	79,743 +3,195	+4%	+$223K	0.09%	120
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 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

Sagespring Wealth Partners's MO Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Altria Group (MO) stake by 4.2% in Q2 2026, buying an estimated $223K and bringing the position to 79,743 shares worth $5.74M. The position accounts for 0.09% of the portfolio, ranked #120.

Sagespring Wealth Partners first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Sagespring Wealth Partners held 79,743 shares of Altria Group worth $5.74M as of Q2 2026.
Sagespring Wealth Partners bought 3,195 Altria Group shares in Q2 2026, an estimated $223K.
Altria Group made up 0.09% of Sagespring Wealth Partners's portfolio in Q2 2026, its #120 holding.
Sagespring Wealth Partners first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.