Bare Financial Services’s Altria Group MO Stock Holding History

Bare Financial Services’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 Q3	$539	Buy	+8	New	+$556	﹤0.01%	1731
2026 Q1	–	Sell	-124	Closed	-$7.15K	–	1826
2025 Q4	$7.15K	Sell	124 -17	-12%	-$1.03K	﹤0.01%	378
2025 Q3	$9.31K	Buy	141 +33	+31%	+$2.09K	﹤0.01%	261
2025 Q2	$6.33K	Buy	108 +99	+1,100%	+$5.81K	﹤0.01%	353
2025 Q1	$540	Buy	+9	New	+$491	﹤0.01%	769
2024 Q1	–	Sell	-284	Closed	-$11.8K	–	143
2023 Q4	$11.5K	Buy	+284	New	+$11.7K	0.02%	72

Other funds holding MO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bare Financial Services's MO Position: Q3 2026 in Review

Bare Financial Services opened a new position in Altria Group (MO) in Q3 2026: 8 shares worth $539. The stake represents ﹤0.01% of the portfolio and ranks #1731 among its holdings. This is a return to the name: Bare Financial Services previously reported a position in MO as recently as Q4 2025.

Bare Financial Services first reported a position in MO in Q4 2023 and has held it in 6 quarters since. The position peaked at $11.5K in Q4 2023. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Bare Financial Services held 8 shares of Altria Group worth $539 as of Q3 2026.
Altria Group was a new Bare Financial Services position in Q3 2026.
Altria Group made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1731 holding.
Bare Financial Services first reported a position in Altria Group in Q4 2023 and has held it in 6 quarters since.
Bare Financial Services's Altria Group position peaked at $11.5K in Q4 2023.
1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.