Stegent Equity Advisors’s Altria Group MO Stock Holding History

Stegent Equity Advisors’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	$889K	Sell	13,468 -18,719	-58%	-$1.2M	0.76%	41
2025 Q4	$1.86M	Buy	32,187 +7,410	+30%	+$447K	1.45%	22
2025 Q3	$1.64M	Buy	24,777 +2,665	+12%	+$169K	1.33%	26
2025 Q2	$1.3M	Buy	22,112 +13,948	+171%	+$819K	1.15%	28
2025 Q1	$490K	Sell	8,164 -10,981	-57%	-$600K	0.5%	61
2024 Q4	$1M	Buy	19,145 +5,477	+40%	+$292K	1.02%	32
2024 Q3	$698K	Buy	13,668 +2,139	+19%	+$108K	0.77%	40
2024 Q2	$525K	Buy	11,529 +6,411	+125%	+$284K	0.55%	43
2024 Q1	$223K	Buy	+5,118	New	+$212K	0.23%	81
2022 Q2	–	Sell	-20,211	Closed	-$1.06M	–	82
2022 Q1	$1.06M	Buy	+20,211	New	+$1.03M	0.89%	37

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stegent Equity Advisors's MO Position: Q1 2026 in Review

Stegent Equity Advisors reduced its Altria Group (MO) stake by 58% in Q1 2026, selling an estimated $1.2M and leaving 13,468 shares worth $889K. The position accounts for 0.76% of the portfolio, ranked #41.

Stegent Equity Advisors first reported a position in MO in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.86M in Q4 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Stegent Equity Advisors held 13,468 shares of Altria Group worth $889K as of Q1 2026.
Stegent Equity Advisors sold 18,719 Altria Group shares in Q1 2026, an estimated $1.2M.
Altria Group made up 0.76% of Stegent Equity Advisors's portfolio in Q1 2026, its #41 holding.
Stegent Equity Advisors first reported a position in Altria Group in Q1 2022 and has held it in 10 quarters since.
Stegent Equity Advisors's Altria Group position peaked at $1.86M in Q4 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.