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Livermore
Livermore
ZHEN

Wagner Wealth Management, LLC

SEC CIK
0001728657
Latest filing
Jul 24, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Wagner 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)
17,985
Value
$1.29M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MO by Wagner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,985$1.29M0.2%+20+0.1%AddedHolders
Q1 202617,965$1.19M0.2%+1,048+6.2%AddedHolders
Q4 202516,917$975.4K0.2%+1,010+6.3%AddedHolders
Q3 202515,907$1.05M0.2%−606−3.7%ReducedHolders
Q2 202516,513$968.2K0.2%+1,091+7.1%AddedHolders
Q1 202515,422$925.6K0.2%+588+4.0%AddedHolders
Q4 202414,834$775.7K0.2%+1,472+11.0%AddedHolders
Q3 202413,362$682.0K0.2%+162+1.2%AddedHolders
Q2 202413,200$601.3K0.2%+2,423+22.5%AddedHolders
Q1 202410,777$470.1K0.1%−14,912−58.0%ReducedHolders
Q4 202325,689$1.04M0.3%−1,202−4.5%ReducedHolders
Q3 202326,891$1.13M0.4%+540+2.0%AddedHolders
Q2 202326,351$1.19M0.5%−783−2.9%ReducedHolders
Q1 202327,134$1.21M0.6%−874−3.1%ReducedHolders
Q4 202228,008$1.28M0.8%+6,146+28.1%AddedHolders
Q3 202221,862$883.0K0.7%+8,640+65.3%AddedHolders
Q2 202213,222$552.0K0.4%+5,459+70.3%AddedHolders
Q1 20227,763$406.0K0.3%−1,145−12.9%ReducedHolders
Q4 20218,908$422.0K0.3%−1,220−12.0%ReducedHolders
Q3 202110,128$447.0K0.4%+5,460+117.0%AddedHolders
Q2 20214,668$223.0K0.2%−1,618−25.7%ReducedHolders
Q1 20216,286$322.0K0.3%––Holders

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