Bernard Wealth Management’s Altria Group MO Stock Holding History

Bernard 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
2025 Q2	–	Sell	-100	Closed	-$6K	–	363
2025 Q1	$6K	Buy	+100	New	+$5.46K	﹤0.01%	245

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bernard Wealth Management's MO Position: Q2 2025 in Review

Bernard Wealth Management sold out of Altria Group (MO) in Q2 2025, closing a stake of 100 shares — an estimated $6K sold.

Bernard Wealth Management first reported a position in MO in Q1 2025 and held it in 1 quarter. The position peaked at $6K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

Bernard Wealth Management reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 100 Altria Group shares in Q2 2025, an estimated $6K.
Bernard Wealth Management first reported a position in Altria Group in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's Altria Group position peaked at $6K in Q1 2025.
2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.