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BBR Partners’s Altria Group MO Stock Holding History

BBR Partners’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 		$6.45M Sell
97,814
-9,951
-9% -$640K 0.36% 32
2025
Q4 		$6.21M Sell
107,765
-104
-0.1% -$6.28K 0.33% 31
2025
Q3 		$7.13M Buy
107,869
+105
+0.1% +$6.65K 0.41% 27
2025
Q2 		$6.32M Sell
107,764
-27
-0% -$1.59K 0.39% 28
2025
Q1 		$6.47M Hold
107,791
– – 0.46% 25
2024
Q4 		$5.64M Sell
107,791
-2,293
-2% -$122K 0.39% 24
2024
Q3 		$5.62M Hold
110,084
– – 0.43% 23
2024
Q2 		$5.01M Hold
110,084
– – 0.41% 23
2024
Q1 		$4.8M Buy
110,084
+66,824
+154% +$2.77M 0.38% 28
2023
Q4 		$1.75M Buy
43,260
+33,754
+355% +$1.4M 0.18% 52
2023
Q3 		$400K Sell
9,506
-29,579
-76% -$1.31M 0.05% 120
2023
Q2 		$1.77M Sell
39,085
-182
-0.5% -$8.24K 0.2% 44
2023
Q1 		$1.75M Buy
39,267
+124
+0.3% +$5.7K 0.2% 44
2022
Q4 		$1.79M Buy
39,143
+58
+0.1% +$2.63K 0.2% 45
2022
Q3 		$1.58M Sell
39,085
-1,863
-5% -$81.3K 0.2% 53
2022
Q2 		$1.71M Hold
40,948
– – 0.2% 52
2022
Q1 		$2.14M Buy
40,948
+2,008
+5% +$102K 0.2% 60
2021
Q4 		$1.84M Sell
38,940
-33
-0.1% -$1.51K 0.22% 58
2021
Q3 		$1.77M Sell
38,973
-10
-0% -$483 0.15% 59
2021
Q2 		$1.86M Sell
38,983
-1,353
-3% -$66.5K 0.15% 58
2021
Q1 		$2.06M Buy
40,336
+1,722
+4% +$77.2K 0.17% 52
2020
Q4 		$1.58M Sell
38,614
-11,249
-23% -$452K 0.13% 52
2020
Q3 		$1.93M Sell
49,863
-15,170
-23% -$631K 0.17% 47
2020
Q2 		$2.55M Sell
65,033
-23,357
-26% -$911K 0.32% 33
2020
Q1 		$3.42M Sell
88,390
-17
-0% -$754 0.51% 20
2019
Q4 		$4.41M Buy
88,407
+75,682
+595% +$3.57M 0.48% 23
2019
Q3 		$520K Buy
+12,725
New +$585K 0.08% 68
2017
Q2 		– Sell
-3,700
Closed -$264K – 75
2017
Q1 		$264K Buy
+3,700
New +$268K 0.06% 56

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BBR Partners's MO Position: Q1 2026 in Review

BBR Partners reduced its Altria Group (MO) stake by 9.2% in Q1 2026, selling an estimated $640K and leaving 97,814 shares worth $6.45M. The position accounts for 0.36% of the portfolio, ranked #32.

BBR Partners first reported a position in MO in Q1 2017 and has held it in 28 quarters since. The position peaked at $7.13M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • BBR Partners held 97,814 shares of Altria Group worth $6.45M as of Q1 2026.
  • BBR Partners sold 9,951 Altria Group shares in Q1 2026, an estimated $640K.
  • Altria Group made up 0.36% of BBR Partners's portfolio in Q1 2026, its #32 holding.
  • BBR Partners first reported a position in Altria Group in Q1 2017 and has held it in 28 quarters since.
  • BBR Partners's Altria Group position peaked at $7.13M in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.