BCWM LLC’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.3M Buy
95,530
+9,594
+11% +$617K 1.79% 27
2025
Q4
$4.96M Buy
85,936
+1,943
+2% +$117K 1.48% 30
2025
Q3
$5.55M Buy
83,993
+375
+0.4% +$23.8K 1.66% 23
2025
Q2
$4.9M Sell
83,618
-11,663
-12% -$685K 1.56% 28
2025
Q1
$5.72M Sell
95,281
-6,000
-6% -$328K 1.99% 23
2024
Q4
$5.3M Buy
+101,281
New +$5.4M 1.89% 25
2024
Q2
$4.67M Sell
102,493
-13,491
-12% -$599K 1.68% 29
2024
Q1
$5.06M Buy
115,984
+5,091
+5% +$211K 1.74% 23
2023
Q4
$4.47M Buy
110,893
+602
+0.5% +$24.9K 1.52% 34
2023
Q3
$4.64M Sell
110,291
-519
-0.5% -$22.9K 1.69% 26
2023
Q2
$5.02M Sell
110,810
-3,620
-3% -$164K 1.65% 26
2023
Q1
$5.11M Buy
114,430
+3,074
+3% +$141K 1.62% 27
2022
Q4
$5.09M Sell
111,356
-67
-0.1% -$3.04K 1.68% 26
2022
Q3
$4.5M Buy
111,423
+375
+0.3% +$16.4K 1.63% 26
2022
Q2
$4.64M Buy
111,048
+29,095
+36% +$1.51M 1.58% 30
2022
Q1
$4.28M Sell
81,953
-868
-1% -$44.2K 1.28% 33
2021
Q4
$3.92M Sell
82,821
-116
-0.1% -$5.32K 1.16% 34
2021
Q3
$3.77M Buy
82,937
+749
+0.9% +$36.2K 1.13% 35
2021
Q2
$3.92M Buy
82,188
+1,523
+2% +$74.8K 1.16% 33
2021
Q1
$4.13M Buy
80,665
+4,785
+6% +$214K 1.22% 31
2020
Q4
$3.11M Buy
75,880
+2,598
+4% +$104K 0.93% 47
2020
Q3
$2.83M Buy
73,282
+806
+1% +$33.5K 0.96% 42
2020
Q2
$2.85M Buy
72,476
+7,598
+12% +$296K 1.02% 46
2020
Q1
$2.51M Buy
64,878
+5,910
+10% +$262K 1.05% 47
2019
Q4
$2.94M Buy
58,968
+1,151
+2% +$54.3K 1.05% 48
2019
Q3
$2.37M Buy
57,817
+519
+0.9% +$23.9K 0.96% 51
2019
Q2
$2.71M Buy
57,298
+7,505
+15% +$393K 1.08% 51
2019
Q1
$2.86M Buy
49,793
+606
+1% +$31K 1.28% 36
2018
Q4
$24.3M Buy
49,187
+4,842
+11% +$281K 1.16% 42
2018
Q3
$2.67M Sell
44,345
-29
-0.1% -$1.72K 1.12% 41
2018
Q2
$2.52M Buy
+44,374
New +$2.56M 1.1% 40
2015
Q2
Sell
-4,000
Closed -$2M 100
2015
Q1
$2M Buy
+4,000
New +$212K 0.09% 84

Other funds holding MO

BCWM LLC's MO Position: Q1 2026 in Review

BCWM LLC increased its Altria Group (MO) stake by 11% in Q1 2026, buying an estimated $617K and bringing the position to 95,530 shares worth $6.3M. The position accounts for 1.79% of the portfolio, ranked #27.

BCWM LLC first reported a position in MO in Q1 2015 and has held it in 32 quarters since. The position peaked at $24.3M in Q4 2018. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • BCWM LLC held 95,530 shares of Altria Group worth $6.3M as of Q1 2026.
  • BCWM LLC bought 9,594 Altria Group shares in Q1 2026, an estimated $617K.
  • Altria Group made up 1.79% of BCWM LLC's portfolio in Q1 2026, its #27 holding.
  • BCWM LLC first reported a position in Altria Group in Q1 2015 and has held it in 32 quarters since.
  • BCWM LLC's Altria Group position peaked at $24.3M in Q4 2018.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.