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Benjamin Edwards Inc’s Altria Group MO Stock Holding History

Benjamin Edwards Inc’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 		$9.81M Buy
136,333
+37,782
+38% +$2.64M 0.09% 231
2026
Q1 		$6.5M Buy
98,551
+27,150
+38% +$1.75M 0.06% 278
2025
Q4 		$4.12M Buy
71,401
+15,595
+28% +$942K 0.05% 350
2025
Q3 		$3.69M Buy
55,806
+6,294
+13% +$399K 0.04% 360
2025
Q2 		$2.9M Buy
49,512
+2,021
+4% +$119K 0.04% 379
2025
Q1 		$2.85M Sell
47,491
-909
-2% -$49.6K 0.04% 347
2024
Q4 		$2.53M Sell
48,400
-2,366
-5% -$126K 0.04% 388
2024
Q3 		$2.59M Buy
50,766
+48,462
+2,103% +$2.45M 0.04% 386
2024
Q2 		$105K Buy
2,304
+2
+0.1% +$89 0.02% 418
2024
Q1 		$100K Sell
2,302
-2,669
-54% -$111K 0.02% 415
2023
Q4 		$201K Sell
4,971
-162
-3% -$6.7K 0.04% 319
2023
Q3 		$216K Sell
5,133
-223
-4% -$9.85K 0.05% 267
2023
Q2 		$243K Sell
5,356
-562
-9% -$25.5K 0.06% 252
2023
Q1 		$264K Buy
5,918
+845
+17% +$38.8K 0.06% 236
2022
Q4 		$232K Buy
5,073
+277
+6% +$12.5K 0.06% 243
2022
Q3 		$194K Buy
4,796
+268
+6% +$11.7K 0.06% 258
2022
Q2 		$189K Buy
4,528
+505
+13% +$26.1K 0.06% 264
2022
Q1 		$210K Buy
4,023
+866
+27% +$44.1K 0.06% 272
2021
Q4 		$150K Buy
3,157
+1,432
+83% +$65.6K 0.05% 294
2021
Q3 		$79K Buy
1,725
+329
+24% +$15.9K 0.05% 253
2021
Q2 		$67K Hold
1,396
– – 0.05% 247
2021
Q1 		$71K Hold
1,396
– – 0.05% 235
2020
Q4 		$57K Hold
1,396
– – 0.04% 244
2020
Q3 		$54K Hold
1,396
– – 0.04% 214
2020
Q2 		$55K Hold
1,396
– – 0.05% 193
2020
Q1 		$54K Hold
1,396
– – 0.06% 170
2019
Q4 		$70K Hold
1,396
– – 0.14% 113
2019
Q3 		$57K Hold
1,396
– – 0.12% 126
2019
Q2 		$66K Sell
1,396
-500
-26% -$26.2K 0.16% 113
2019
Q1 		$109K Buy
+1,896
New +$96.9K 0.52% 50

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

Benjamin Edwards Inc's MO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Altria Group (MO) stake by 38% in Q2 2026, buying an estimated $2.64M and bringing the position to 136,333 shares worth $9.81M. The position accounts for 0.09% of the portfolio, ranked #231.

Benjamin Edwards Inc first reported a position in MO in Q1 2019 and has held it in 30 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Benjamin Edwards Inc held 136,333 shares of Altria Group worth $9.81M as of Q2 2026.
  • Benjamin Edwards Inc bought 37,782 Altria Group shares in Q2 2026, an estimated $2.64M.
  • Altria Group made up 0.09% of Benjamin Edwards Inc's portfolio in Q2 2026, its #231 holding.
  • Benjamin Edwards Inc first reported a position in Altria Group in Q1 2019 and has held it in 30 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.