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BAM Wealth Management’s Altria Group MO Stock Holding History

BAM Wealth Management’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
Q2 		$675K Buy
9,377
+1,226
+15% +$85.6K 0.42% 66
2026
Q1 		$538K Sell
8,151
-2,022
-20% -$130K 0.4% 69
2025
Q4 		$587K Buy
10,173
+2,521
+33% +$152K 0.42% 63
2025
Q3 		$505K Buy
+7,652
New +$485K 0.39% 69

Other funds holding MO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BAM Wealth Management's MO Position: Q2 2026 in Review

BAM Wealth Management increased its Altria Group (MO) stake by 15% in Q2 2026, buying an estimated $85.6K and bringing the position to 9,377 shares worth $675K. The position accounts for 0.42% of the portfolio, ranked #66.

BAM Wealth Management first reported a position in MO in Q3 2025 and has held it in 4 quarters since. 1,551 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • BAM Wealth Management held 9,377 shares of Altria Group worth $675K as of Q2 2026.
  • BAM Wealth Management bought 1,226 Altria Group shares in Q2 2026, an estimated $85.6K.
  • Altria Group made up 0.42% of BAM Wealth Management's portfolio in Q2 2026, its #66 holding.
  • BAM Wealth Management first reported a position in Altria Group in Q3 2025 and has held it in 4 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.