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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

MO holding history

Altria Group, Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
687,185
Value
$49.4M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MO by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026687,185$49.4M0.2%+215,817+45.8%AddedHolders
Q1 2026471,368$31.1M0.2%−170,647−26.6%ReducedHolders
Q4 2025642,015$37.0M0.2%−18,864−2.9%ReducedHolders
Q3 2025660,879$43.7M0.3%+16,311+2.5%AddedHolders
Q2 2025644,568$37.8M0.3%−25,391−3.8%ReducedHolders
Q1 2025669,959$40.2M0.3%+60,453+9.9%AddedHolders
Q4 2024609,506$31.9M0.3%+25,154+4.3%AddedHolders
Q3 2024584,352$29.8M0.3%−14,752−2.5%ReducedHolders
Q2 2024599,104$27.3M0.3%+281,702+88.8%AddedHolders
Q1 2024317,402$13.8M0.2%−421,417−57.0%ReducedHolders
Q4 2023738,819$29.7M0.2%+355,896+92.9%AddedHolders
Q3 2023382,923$16.1M0.1%+66,664+21.1%AddedHolders
Q2 2023316,259$14.3M0.1%+118,809+60.2%AddedHolders
Q1 2023197,450$8.81M0.1%−156,432−44.2%ReducedHolders
Q4 2022353,882$16.2M0.1%+26,024+7.9%AddedHolders
Q3 2022327,858$13.2M0.1%+94,627+40.6%AddedHolders
Q2 2022233,231$9.74M0.1%+37,636+19.2%AddedHolders
Q1 2022195,595$10.2M0.1%+25,413+14.9%AddedHolders
Q4 2021170,182$8.06M0.1%+49,339+40.8%AddedHolders
Q3 2021120,843$5.50M<0.1%+21,082+21.1%AddedHolders
Q2 202199,761$4.76M<0.1%+6,980+7.5%AddedHolders
Q1 202192,781$4.75M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.