SageView Advisory Group’s Altria Group MO Stock Holding History

SageView Advisory 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	$1.31M	Sell	18,233 -1,429	-7%	-$99.7K	0.04%	209
2026 Q1	$1.3M	Sell	19,662 -13,730	-41%	-$883K	0.05%	203
2025 Q4	$1.93M	Sell	33,392 -2,108	-6%	-$127K	0.07%	154
2025 Q3	$2.35M	Buy	35,500 +2,414	+7%	+$153K	0.08%	141
2025 Q2	$1.94M	Buy	33,086 +692	+2%	+$40.6K	0.07%	140
2025 Q1	$1.94M	Sell	32,394 -611	-2%	-$33.4K	0.08%	129
2024 Q4	$1.73M	Buy	33,005 +230	+0.7%	+$12.3K	0.07%	139
2024 Q3	$1.67M	Sell	32,775 -1,531	-4%	-$77.4K	0.08%	131
2024 Q2	$1.56M	Sell	34,306 -1,925	-5%	-$85.4K	0.07%	159
2024 Q1	$1.58M	Sell	36,231 -3,039	-8%	-$126K	0.08%	139
2023 Q4	$1.59M	Buy	39,270 +12,294	+46%	+$508K	0.07%	182
2023 Q3	$1.13M	Sell	26,976 -2,393	-8%	-$106K	0.07%	189
2023 Q2	$1.33M	Buy	29,369 +2,006	+7%	+$90.9K	0.07%	181
2023 Q1	$1.22M	Buy	27,363 +10,736	+65%	+$494K	0.08%	177
2022 Q4	$760K	Buy	+16,627	New	+$753K	0.06%	186

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

SageView Advisory Group's MO Position: Q2 2026 in Review

SageView Advisory Group reduced its Altria Group (MO) stake by 7.3% in Q2 2026, selling an estimated $99.7K and leaving 18,233 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #209.

SageView Advisory Group first reported a position in MO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q3 2025. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

SageView Advisory Group held 18,233 shares of Altria Group worth $1.31M as of Q2 2026.
SageView Advisory Group sold 1,429 Altria Group shares in Q2 2026, an estimated $99.7K.
Altria Group made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #209 holding.
SageView Advisory Group first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's Altria Group position peaked at $2.35M in Q3 2025.
2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.