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Beaumont Financial Advisors’s Altria Group MO Stock Holding History

Beaumont Financial Advisors’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 		$450K Buy
6,249
+1,492
+31% +$104K 0.03% 254
2026
Q1 		$314K Sell
4,757
-31
-0.6% -$2K 0.02% 289
2025
Q4 		$276K Sell
4,788
-195
-4% -$11.8K 0.02% 308
2025
Q3 		$329K Buy
4,983
+24
+0.5% +$1.52K 0.02% 298
2025
Q2 		$291K Buy
4,959
+37
+0.8% +$2.17K 0.02% 305
2025
Q1 		$295K Sell
4,922
-2,308
-32% -$126K 0.02% 292
2024
Q4 		$378K Buy
7,230
+376
+5% +$20K 0.03% 260
2024
Q3 		$350K Buy
+6,854
New +$346K 0.03% 253
2023
Q3 		– Sell
-4,488
Closed -$203K – 342
2023
Q2 		$203K Buy
+4,488
New +$203K 0.02% 325
2022
Q2 		– Sell
-4,037
Closed -$211K – 345
2022
Q1 		$211K Sell
4,037
-194
-5% -$9.88K 0.02% 341
2021
Q4 		$201K Buy
+4,231
New +$194K 0.01% 345
2021
Q3 		– Sell
-7,585
Closed -$362K – 378
2021
Q2 		$362K Buy
+7,585
New +$373K 0.03% 262
2020
Q1 		– Sell
-4,404
Closed -$220K – 270
2019
Q4 		$220K Sell
4,404
-1,200
-21% -$56.6K 0.02% 260
2019
Q3 		$229K Buy
5,604
+512
+10% +$23.6K 0.02% 246
2019
Q2 		$241K Buy
5,092
+584
+13% +$30.6K 0.02% 218
2019
Q1 		$259K Sell
4,508
-855
-16% -$43.7K 0.03% 199
2018
Q4 		$265K Sell
5,363
-1,015
-16% -$58.8K 0.04% 167
2018
Q3 		$385K Buy
6,378
+5
+0.1% +$297 0.04% 168
2018
Q2 		$362K Sell
6,373
-726
-10% -$41.9K 0.04% 153
2018
Q1 		$442K Buy
7,099
+2,908
+69% +$193K 0.05% 146
2017
Q4 		$299K Buy
4,191
+4
+0.1% +$268 0.04% 151
2017
Q3 		$266K Buy
4,187
+648
+18% +$43.2K 0.03% 160
2017
Q2 		$264K Buy
+3,539
New +$259K 0.03% 156

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

Beaumont Financial Advisors's MO Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Altria Group (MO) stake by 31% in Q2 2026, buying an estimated $104K and bringing the position to 6,249 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #254.

Beaumont Financial Advisors first reported a position in MO in Q2 2017 and has held it in 23 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Beaumont Financial Advisors held 6,249 shares of Altria Group worth $450K as of Q2 2026.
  • Beaumont Financial Advisors bought 1,492 Altria Group shares in Q2 2026, an estimated $104K.
  • Altria Group made up 0.03% of Beaumont Financial Advisors's portfolio in Q2 2026, its #254 holding.
  • Beaumont Financial Advisors first reported a position in Altria Group in Q2 2017 and has held it in 23 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.