SEC 13F Intelligence

Empirical Financial Services, LLC D.b.a. Empirical Wealth Management / MO

Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s Altria Group Inc Position

Does Empirical Financial Services, LLC D.b.a. Empirical Wealth Management own Altria Group Inc (MO)? Yes359.3K shares worth $24M (+0.41% of its 13F portfolio) as of Q1 2026, up from 344.7K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
359.3K
% of Portfolio
+0.41%
Quarters Held
30
currently held

Position History MO

Reported value by quarter
Q4 ’18: $573,000Q4 ’18Q1 ’19: $728,000Q2 ’19: $693,000Q3 ’19: $587,000Q4 ’19: $918,000Q4 ’19Q1 ’20: $554,000Q2 ’20: $526,000Q3 ’20: $528,000Q4 ’20: $571,000Q4 ’20Q1 ’21: $658,000Q2 ’21: $843,000Q3 ’21: $623,000Q4 ’21: $614,000Q4 ’21Q1 ’22: $585,000Q2 ’22: $938,000Q3 ’22: $890,000Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $19MQ2 ’25: $19MQ3 ’25: $22MQ4 ’25: $20MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026359.3K$24M+0.41%
Q4 2025344.7K$20M+0.35%
Q3 2025325.9K$22M+0.43%
Q2 2025322.5K$19M+0.43%
Q1 2025312.3K$19M+0.48%
Q4 202444.8K$2M+0.06%
Q3 202439.1K$2M+0.06%
Q2 202435.3K$2M+0.05%
Q1 202440.1K$2M+0.05%
Q4 202334.1K$1M+0.05%
Q3 202331.3K$1M+0.05%
Q2 202330.7K$1M+0.06%
Q1 202331.7K$1M+0.06%
Q4 202226.0K$1M+0.06%
Q3 202222.0K$890,000+0.05%
Q2 202222.5K$938,000+0.05%
Q1 202211.2K$585,000+0.03%
Q4 202113.0K$614,000+0.03%
Q3 202113.7K$623,000+0.04%
Q2 202117.7K$843,000+0.05%
Q1 202112.9K$658,000+0.05%
Q4 202013.9K$571,000+0.04%
Q3 202013.7K$528,000+0.05%
Q2 202013.4K$526,000+0.05%
Q1 202014.3K$554,000+0.06%
Q4 201918.4K$918,000+0.10%
Q3 201914.4K$587,000+0.07%
Q2 201914.6K$693,000+0.09%
Q1 201912.7K$728,000+0.11%
Q4 201811.6K$573,000+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s full portfolio or all institutional holders of MO.