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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bare Financial Services's MO Position: Q1 2026 in Review

Bare Financial Services sold out of Altria Group (MO) in Q1 2026, closing a stake of 124 shares — an estimated $7.15K sold.

Bare Financial Services first reported a position in MO in Q4 2023 and held it in 5 quarters. The position peaked at $11.5K in Q4 2023. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Bare Financial Services reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
Bare Financial Services sold 124 Altria Group shares in Q1 2026, an estimated $7.15K.
Bare Financial Services first reported a position in Altria Group in Q4 2023 and held it in 5 quarters.
Bare Financial Services's Altria Group position peaked at $11.5K in Q4 2023.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.