BDPWM
MO icon

Barnes Dennig Private Wealth Management’s Altria Group MO Stock Holding History

Barnes Dennig Private 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 		$31.2K Buy
434
+294
+210% +$20.5K 0.03% 190
2026
Q1 		$9.24K Hold
140
– – 0.01% 251
2025
Q4 		$8.07K Sell
140
-217
-61% -$13.1K 0.01% 259
2025
Q3 		$23.6K Buy
357
+217
+155% +$13.7K 0.03% 185
2025
Q2 		$8.21K Hold
140
– – 0.01% 221
2025
Q1 		$8.4K Buy
+140
New +$7.64K 0.01% 142

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Barnes Dennig Private Wealth Management's MO Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Altria Group (MO) stake by 210% in Q2 2026, buying an estimated $20.5K and bringing the position to 434 shares worth $31.2K. The position accounts for 0.03% of the portfolio, ranked #190.

Barnes Dennig Private Wealth Management first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 434 shares of Altria Group worth $31.2K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 294 Altria Group shares in Q2 2026, an estimated $20.5K.
  • Altria Group made up 0.03% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.