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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → MO
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management MO Position History
Altria Group, Inc. • Consumer Defensive
Quarters held
10
Latest value
$25.2M
Q3 2026
Peak value
$26.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $21.5M |
| Q3 2025 | $78K |
| Q4 2025 | $134K |
| Q4 2025 | $19.7M |
| Q1 2026 | $23.4M |
| Q1 2026 | $278K |
| Q2 2026 | $26.3M |
| Q2 2026 | $472K |
| Q3 2026 | $1.1M |
| Q3 2026 | $25.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $25.2M | 374.1K | — | — |
| Q3 2026 | $1.1M | 15.9K | — | — |
| Q2 2026 | $472K | 6.6K | — | — |
| Q2 2026 | $26.3M | 365.3K | — | — |
| Q1 2026 | $278K | 4.2K | — | — |
| Q1 2026 | $23.4M | 355.0K | — | — |
| Q4 2025 | $19.7M | 342.3K | — | — |
| Q4 2025 | $134K | 2.3K | — | — |
| Q3 2025 | $78K | 1.2K | — | — |
| Q3 2025 | $21.5M | 324.7K | — | — |
Other funds holding MO
$9.4B
$8.9B
$8.3B
$5.1B
$5.1B
$4.8B
$4.8B