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Beacon Capital Management LLC (Tennessee)’s Altria Group MO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$513K Buy
7,125
+284
+4% +$19.8K 0.08% 95
2026
Q1 		$451K Buy
6,841
+104
+2% +$6.69K 0.08% 99
2025
Q4 		$388K Buy
6,737
+82
+1% +$4.95K 0.06% 99
2025
Q3 		$440K Buy
6,655
+67
+1% +$4.25K 0.06% 83
2025
Q2 		$386K Buy
6,588
+1,552
+31% +$91.1K 0.05% 87
2025
Q1 		$302K Buy
5,036
+81
+2% +$4.42K 0.04% 96
2024
Q4 		$259K Buy
4,955
+37
+0.8% +$1.97K 0.03% 102
2024
Q3 		$251K Sell
4,918
-268
-5% -$13.5K 0.04% 105
2024
Q2 		$236K Sell
5,186
-3,159
-38% -$140K 0.04% 92
2024
Q1 		$364K Buy
8,345
+2,740
+49% +$114K 0.07% 62
2023
Q4 		$236K Sell
5,605
-1,635
-23% -$67.6K 0.07% 75
2023
Q3 		$328K Hold
7,240
– – 0.09% 57
2023
Q2 		$328K Buy
7,240
+535
+8% +$24.2K 0.09% 57
2023
Q1 		$299K Buy
6,705
+18
+0.3% +$827 0.09% 62
2022
Q4 		$306K Buy
6,687
+4,582
+218% +$208K 0.1% 60
2022
Q3 		$88K Buy
2,105
+11
+0.5% +$480 0.03% 152
2022
Q2 		$110K Hold
2,094
– – 0.03% 146
2022
Q1 		$110K Buy
+2,094
New +$107K 0.03% 146

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

Beacon Capital Management LLC (Tennessee)'s MO Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its Altria Group (MO) stake by 4.2% in Q2 2026, buying an estimated $19.8K and bringing the position to 7,125 shares worth $513K. The position accounts for 0.08% of the portfolio, ranked #95.

Beacon Capital Management LLC (Tennessee) first reported a position in MO in Q1 2022 and has held it in 18 quarters since. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 7,125 shares of Altria Group worth $513K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 284 Altria Group shares in Q2 2026, an estimated $19.8K.
  • Altria Group made up 0.08% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #95 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Altria Group in Q1 2022 and has held it in 18 quarters since.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.