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Baron Silver Stevens Financial Advisors’s Altria Group MO Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$596K Buy
8,289
+1,000
+14% +$69.8K 0.08% 83
2026
Q1 		$481K Hold
7,289
– – 0.07% 85
2025
Q4 		$420K Sell
7,289
-158
-2% -$9.54K 0.06% 90
2025
Q3 		$492K Sell
7,447
-477
-6% -$30.2K 0.07% 82
2025
Q2 		$465K Buy
7,924
+1,162
+17% +$68.2K 0.07% 82
2025
Q1 		$406K Buy
6,762
+175
+3% +$9.55K 0.07% 77
2024
Q4 		$344K Hold
6,587
– – 0.06% 85
2024
Q3 		$336K Sell
6,587
-429
-6% -$21.7K 0.06% 87
2024
Q2 		$320K Buy
7,016
+46
+0.7% +$2.04K 0.06% 85
2024
Q1 		$304K Sell
6,970
-362
-5% -$15K 0.06% 91
2023
Q4 		$296K Buy
7,332
+262
+4% +$10.8K 0.06% 82
2023
Q3 		$297K Buy
7,070
+638
+10% +$28.2K 0.07% 81
2023
Q2 		$291K Hold
6,432
– – 0.06% 82
2023
Q1 		$287K Buy
6,432
+96
+2% +$4.41K 0.07% 78
2022
Q4 		$290K Buy
+6,336
New +$287K 0.07% 73
2022
Q3 		– Sell
-6,187
Closed -$258K – 133
2022
Q2 		$258K Buy
6,187
+734
+13% +$38K 0.07% 85
2022
Q1 		$284K Hold
5,453
– – 0.07% 74
2021
Q4 		$258K Sell
5,453
-89
-2% -$4.08K 0.06% 71
2021
Q3 		$252K Sell
5,542
-853
-13% -$41.2K 0.07% 65
2021
Q2 		$304K Buy
6,395
+965
+18% +$47.4K 0.08% 64
2021
Q1 		$277K Buy
5,430
+38
+0.7% +$1.7K 0.15% 39
2020
Q4 		$221K Buy
+5,392
New +$216K 0.08% 56

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

Baron Silver Stevens Financial Advisors's MO Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Altria Group (MO) stake by 14% in Q2 2026, buying an estimated $69.8K and bringing the position to 8,289 shares worth $596K. The position accounts for 0.08% of the portfolio, ranked #83.

Baron Silver Stevens Financial Advisors first reported a position in MO in Q4 2020 and has held it in 22 quarters since. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 8,289 shares of Altria Group worth $596K as of Q2 2026.
  • Baron Silver Stevens Financial Advisors bought 1,000 Altria Group shares in Q2 2026, an estimated $69.8K.
  • Altria Group made up 0.08% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Altria Group in Q4 2020 and has held it in 22 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.