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Beta Wealth Group’s Altria Group MO Stock Holding History

Beta Wealth Group’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 		$289K Sell
4,014
-1,049
-21% -$73.2K 0.11% 105
2026
Q1 		$334K Buy
5,063
+63
+1% +$4.05K 0.14% 96
2025
Q4 		$288K Buy
+5,000
New +$302K 0.12% 106

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

Beta Wealth Group's MO Position: Q2 2026 in Review

Beta Wealth Group reduced its Altria Group (MO) stake by 21% in Q2 2026, selling an estimated $73.2K and leaving 4,014 shares worth $289K. The position accounts for 0.11% of the portfolio, ranked #105.

Beta Wealth Group first reported a position in MO in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q1 2026. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Beta Wealth Group held 4,014 shares of Altria Group worth $289K as of Q2 2026.
  • Beta Wealth Group sold 1,049 Altria Group shares in Q2 2026, an estimated $73.2K.
  • Altria Group made up 0.11% of Beta Wealth Group's portfolio in Q2 2026, its #105 holding.
  • Beta Wealth Group first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • Beta Wealth Group's Altria Group position peaked at $334K in Q1 2026.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.