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Beacon Financial Advisory’s Altria Group MO Stock Holding History

Beacon Financial Advisory’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 		$1.35M Sell
20,412
-77
-0.4% -$4.95K 0.3% 77
2025
Q4 		$1.18M Sell
20,489
-2,392
-10% -$144K 0.27% 87
2025
Q3 		$1.51M Buy
22,881
+75
+0.3% +$4.75K 0.35% 67
2025
Q2 		$1.34M Buy
22,806
+2,034
+10% +$119K 0.35% 71
2025
Q1 		$1.25M Buy
20,772
+40
+0.2% +$2.18K 0.38% 62
2024
Q4 		$1.08M Sell
20,732
-370
-2% -$19.7K 0.35% 74
2024
Q3 		$1.08M Sell
21,102
-980
-4% -$49.5K 0.37% 73
2024
Q2 		$1.01M Buy
22,082
+2,985
+16% +$132K 0.38% 70
2024
Q1 		$833K Buy
19,097
+3,390
+22% +$141K 0.41% 74
2023
Q4 		$634K Sell
15,707
-920
-6% -$38K 0.31% 98
2023
Q3 		$699K Buy
16,627
+635
+4% +$28.1K 0.39% 85
2023
Q2 		$724K Sell
15,992
-896
-5% -$40.6K 0.42% 76
2023
Q1 		$754K Buy
16,888
+1,106
+7% +$50.8K 0.48% 63
2022
Q4 		$721K Buy
15,782
+706
+5% +$32K 0.52% 61
2022
Q3 		$609K Sell
15,076
-2,113
-12% -$92.2K 0.43% 76
2022
Q2 		$718K Sell
17,189
-599
-3% -$31K 0.41% 78
2022
Q1 		$929K Buy
17,788
+2,204
+14% +$112K 0.44% 69
2021
Q4 		$739K Buy
15,584
+187
+1% +$8.57K 0.34% 91
2021
Q3 		$701K Buy
15,397
+498
+3% +$24.1K 0.36% 85
2021
Q2 		$710K Sell
14,899
-371
-2% -$18.2K 0.38% 87
2021
Q1 		$781K Buy
15,270
+3,094
+25% +$139K 0.45% 80
2020
Q4 		$499K Buy
12,176
+56
+0.5% +$2.25K 0.32% 98
2020
Q3 		$468K Sell
12,120
-4,800
-28% -$200K 0.41% 77
2020
Q2 		$664K Sell
16,920
-15
-0.1% -$585 0.72% 42
2020
Q1 		$654K Buy
16,935
+6,100
+56% +$271K 0.83% 34
2019
Q4 		$540K Buy
+10,835
New +$511K 0.46% 64

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

Beacon Financial Advisory's MO Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Altria Group (MO) stake by 0.38% in Q1 2026, selling an estimated $4.95K and leaving 20,412 shares worth $1.35M. The position accounts for 0.3% of the portfolio, ranked #77.

Beacon Financial Advisory first reported a position in MO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.51M in Q3 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Beacon Financial Advisory held 20,412 shares of Altria Group worth $1.35M as of Q1 2026.
  • Beacon Financial Advisory sold 77 Altria Group shares in Q1 2026, an estimated $4.95K.
  • Altria Group made up 0.3% of Beacon Financial Advisory's portfolio in Q1 2026, its #77 holding.
  • Beacon Financial Advisory first reported a position in Altria Group in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Altria Group position peaked at $1.51M in Q3 2025.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.