BPWM
MO icon

Badgley Phelps Wealth Managers’s Altria Group MO Stock Holding History

Badgley Phelps Wealth Managers’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 		$856K Buy
12,769
+454
+4% +$29.2K 0.02% 210
2025
Q4 		$723K Sell
12,315
-2,811
-19% -$170K 0.01% 212
2025
Q3 		$1.02M Sell
15,126
-31
-0.2% -$1.96K 0.02% 180
2025
Q2 		$904K Sell
15,157
-4
-0% -$235 0.02% 182
2025
Q1 		$925K Sell
15,161
-242
-2% -$13.2K 0.02% 177
2024
Q4 		$821K Sell
15,403
-200
-1% -$10.7K 0.02% 184
2024
Q3 		$812K Sell
15,603
-500
-3% -$25.3K 0.02% 184
2024
Q2 		$750K Sell
16,103
-2,841
-15% -$126K 0.02% 177
2024
Q1 		$845K Sell
18,944
-749
-4% -$31.1K 0.02% 171
2023
Q4 		$814K Buy
19,693
+100
+0.5% +$4.14K 0.02% 168
2023
Q3 		$824K Sell
19,593
-26
-0.1% -$1.15K 0.03% 153
2023
Q2 		$889K Sell
19,619
-524
-3% -$23.7K 0.03% 155
2023
Q1 		$899K Sell
20,143
-1,626
-7% -$74.8K 0.03% 131
2022
Q4 		$995K Sell
21,769
-929
-4% -$42.1K 0.04% 131
2022
Q3 		$917K Buy
22,698
+171
+0.8% +$7.46K 0.04% 124
2022
Q2 		$941K Sell
22,527
-611
-3% -$31.6K 0.04% 126
2022
Q1 		$1.21M Buy
23,138
+611
+3% +$31.1K 0.04% 125
2021
Q4 		$1.07M Sell
22,527
-7,086
-24% -$325K 0.03% 133
2021
Q3 		$1.35M Buy
+29,613
New +$1.43M 0.05% 127

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Badgley Phelps Wealth Managers's MO Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Altria Group (MO) stake by 3.7% in Q1 2026, buying an estimated $29.2K and bringing the position to 12,769 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #210.

Badgley Phelps Wealth Managers first reported a position in MO in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q3 2021. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Badgley Phelps Wealth Managers held 12,769 shares of Altria Group worth $856K as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 454 Altria Group shares in Q1 2026, an estimated $29.2K.
  • Altria Group made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #210 holding.
  • Badgley Phelps Wealth Managers first reported a position in Altria Group in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Altria Group position peaked at $1.35M in Q3 2021.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.