Barry Investment Advisors’s Altria Group MO Stock Holding History

Barry Investment 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	$376K	Buy	5,224 +1	+0%	+$70	0.08%	66
2026 Q1	$345K	Buy	5,223 +2	+0%	+$129	0.08%	67
2025 Q4	$301K	Buy	5,221 +41	+0.8%	+$2.48K	0.07%	74
2025 Q3	$342K	Buy	5,180 +44	+0.9%	+$2.79K	0.08%	81
2025 Q2	$306K	Buy	5,136 +42	+0.8%	+$2.47K	0.08%	80
2025 Q1	$306K	Buy	5,094 +48	+1%	+$2.62K	0.08%	85
2024 Q4	$264K	Buy	5,046 +48	+1%	+$2.56K	0.08%	90
2024 Q3	$255K	Buy	4,998 +48	+1%	+$2.43K	0.08%	95
2024 Q2	$230K	Buy	4,950 +51	+1%	+$2.26K	0.08%	103
2024 Q1	$214K	Buy	4,899 +51	+1%	+$2.12K	0.07%	107
2023 Q4	$200K	Buy	4,848 +50	+1%	+$2.07K	0.07%	104
2023 Q3	$206K	Buy	4,798 +43	+0.9%	+$1.9K	0.07%	106
2023 Q2	$220K	Buy	4,755 +41	+0.9%	+$1.86K	0.07%	111
2023 Q1	$210K	Buy	4,714 +40	+0.9%	+$1.84K	0.07%	107
2022 Q4	$214K	Sell	4,674 -1,277	-21%	-$57.8K	0.07%	105
2022 Q3	$246K	Buy	5,951 +42	+0.7%	+$1.83K	0.08%	99
2022 Q2	$252K	Buy	5,909 +30	+0.5%	+$1.55K	0.08%	109
2022 Q1	$307K	Buy	5,879 +35	+0.6%	+$1.78K	0.08%	105
2021 Q4	$282K	Buy	5,844 +31	+0.5%	+$1.42K	0.07%	104
2021 Q3	$270K	Buy	+5,813	New	+$281K	0.07%	97

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Barry Investment Advisors's MO Position: Q2 2026 in Review

Barry Investment Advisors increased its Altria Group (MO) stake by 0.02% in Q2 2026, buying an estimated $70 and bringing the position to 5,224 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #66.

Barry Investment Advisors first reported a position in MO in Q3 2021 and has held it in 20 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Barry Investment Advisors held 5,224 shares of Altria Group worth $376K as of Q2 2026.
Barry Investment Advisors bought 1 Altria Group share in Q2 2026, an estimated $70.
Altria Group made up 0.08% of Barry Investment Advisors's portfolio in Q2 2026, its #66 holding.
Barry Investment Advisors first reported a position in Altria Group in Q3 2021 and has held it in 20 quarters since.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.