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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beta Wealth Group's MO Position: Q1 2026 in Review

Beta Wealth Group increased its Altria Group (MO) stake by 1.3% in Q1 2026, buying an estimated $4.05K and bringing the position to 5,063 shares worth $334K. The position accounts for 0.14% of the portfolio, ranked #96.

Beta Wealth Group first reported a position in MO in Q4 2025 and has held it in 2 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Beta Wealth Group held 5,063 shares of Altria Group worth $334K as of Q1 2026.
Beta Wealth Group bought 63 Altria Group shares in Q1 2026, an estimated $4.05K.
Altria Group made up 0.14% of Beta Wealth Group's portfolio in Q1 2026, its #96 holding.
Beta Wealth Group first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.