BI
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Beckerman Institutional’s Altria Group MO Stock Holding History

Beckerman Institutional’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 		$348K Hold
4,841
– – 0.17% 105
2026
Q1 		$319K Hold
4,841
– – 0.17% 102
2025
Q4 		$279K Hold
4,841
– – 0.16% 107
2025
Q3 		$320K Hold
4,841
– – 0.19% 97
2025
Q2 		$284K Hold
4,841
– – 0.19% 95
2025
Q1 		$291K Hold
4,841
– – 0.21% 89
2024
Q4 		$253K Hold
4,841
– – 0.2% 91
2024
Q3 		$247K Buy
+4,841
New +$245K 0.21% 89

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

Beckerman Institutional's MO Position: Q2 2026 in Review

Beckerman Institutional held its Altria Group (MO) position steady in Q2 2026 at 4,841 shares worth $348K. The position accounts for 0.17% of the portfolio, ranked #105.

Beckerman Institutional first reported a position in MO in Q3 2024 and has held it in 8 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Beckerman Institutional held 4,841 shares of Altria Group worth $348K as of Q2 2026.
  • Beckerman Institutional left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.17% of Beckerman Institutional's portfolio in Q2 2026, its #105 holding.
  • Beckerman Institutional first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.