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Beaird Harris Wealth Management’s Altria Group MO Stock Holding History

Beaird Harris Wealth Management’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 		$76.8K Hold
1,067
– – ﹤0.01% 227
2026
Q1 		$70.4K Hold
1,067
– – ﹤0.01% 216
2025
Q4 		$61.5K Hold
1,067
– – ﹤0.01% 236
2025
Q3 		$70.5K Buy
1,067
+26
+2% +$1.65K 0.01% 215
2025
Q2 		$61K Buy
1,041
+286
+38% +$16.8K ﹤0.01% 231
2025
Q1 		$45.3K Hold
755
– – ﹤0.01% 229
2024
Q4 		$39.5K Buy
755
+525
+228% +$28K ﹤0.01% 249
2024
Q3 		$11.7K Sell
230
-25
-10% -$1.26K ﹤0.01% 327
2024
Q2 		$11.6K Hold
255
– – ﹤0.01% 358
2024
Q1 		$11.1K Hold
255
– – ﹤0.01% 324
2023
Q4 		$10.3K Hold
255
– – ﹤0.01% 325
2023
Q3 		$10.7K Hold
255
– – ﹤0.01% 267
2023
Q2 		$11.6K Sell
255
-100
-28% -$4.53K ﹤0.01% 258
2023
Q1 		$15.8K Hold
355
– – ﹤0.01% 240
2022
Q4 		$16.2K Hold
355
– – ﹤0.01% 283
2022
Q3 		$14K Buy
355
+200
+129% +$8.72K ﹤0.01% 254
2022
Q2 		$6K Sell
155
-200
-56% -$10.4K ﹤0.01% 292
2022
Q1 		$19K Sell
355
-194
-35% -$9.88K 0.01% 257
2021
Q4 		$26K Buy
+549
New +$25.2K 0.01% 300

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Beaird Harris Wealth Management's MO Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Altria Group (MO) position steady in Q2 2026 at 1,067 shares worth $76.8K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Beaird Harris Wealth Management first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Beaird Harris Wealth Management held 1,067 shares of Altria Group worth $76.8K as of Q2 2026.
  • Beaird Harris Wealth Management left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Beaird Harris Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • 452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.