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Bell Investment Advisors’s Altria Group MO Stock Holding History

Bell Investment 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 		$101K Hold
1,408
– – 0.01% 185
2026
Q1 		$92.9K Buy
1,408
+120
+9% +$7.72K 0.01% 177
2025
Q4 		$74.3K Sell
1,288
-54
-4% -$3.26K 0.01% 196
2025
Q3 		$88.7K Sell
1,342
-321
-19% -$20.3K 0.01% 170
2025
Q2 		$97.5K Buy
1,663
+139
+9% +$8.16K 0.02% 163
2025
Q1 		$91.5K Buy
1,524
+29
+2% +$1.58K 0.02% 151
2024
Q4 		$78.2K Buy
1,495
+63
+4% +$3.36K 0.01% 167
2024
Q3 		$73.1K Hold
1,432
– – 0.01% 173
2024
Q2 		$65.2K Buy
1,432
+71
+5% +$3.15K 0.01% 183
2024
Q1 		$59.4K Buy
1,361
+40
+3% +$1.66K 0.01% 186
2023
Q4 		$53.3K Sell
1,321
-123
-9% -$5.09K 0.01% 185
2023
Q3 		$60.7K Buy
1,444
+894
+163% +$39.5K 0.01% 165
2023
Q2 		$24.9K Sell
550
-1,224
-69% -$55.4K 0.01% 266
2023
Q1 		$79.2K Buy
1,774
+219
+14% +$10.1K 0.02% 118
2022
Q4 		$71.1K Sell
1,555
-17
-1% -$770 0.02% 128
2022
Q3 		$63K Buy
1,572
+1,266
+414% +$55.2K 0.02% 113
2022
Q2 		$13K Buy
+306
New +$15.8K ﹤0.01% 363
2021
Q4 		$8K Sell
166
-177
-52% -$8.11K ﹤0.01% 563
2021
Q3 		$16K Buy
+343
New +$16.6K ﹤0.01% 333

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

Bell Investment Advisors's MO Position: Q2 2026 in Review

Bell Investment Advisors held its Altria Group (MO) position steady in Q2 2026 at 1,408 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #185.

Bell Investment Advisors first reported a position in MO in Q3 2021 and has held it in 19 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Bell Investment Advisors held 1,408 shares of Altria Group worth $101K as of Q2 2026.
  • Bell Investment Advisors left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #185 holding.
  • Bell Investment Advisors first reported a position in Altria Group in Q3 2021 and has held it in 19 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.