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Beverly Hills Private Wealth’s Altria Group MO Stock Holding History

Beverly Hills Private Wealth’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 		$776K Sell
10,786
-16,228
-60% -$1.13M 0.15% 123
2026
Q1 		$1.78M Sell
27,014
-2,504
-8% -$161K 0.3% 96
2025
Q4 		$1.7M Sell
29,518
-205
-0.7% -$12.4K 0.29% 88
2025
Q3 		$1.96M Sell
29,723
-1,403
-5% -$88.9K 0.35% 82
2025
Q2 		$1.82M Sell
31,126
-1,335
-4% -$78.4K 0.34% 80
2025
Q1 		$1.95M Sell
32,461
-427
-1% -$23.3K 0.39% 73
2024
Q4 		$1.72M Sell
32,888
-961
-3% -$51.2K 0.35% 82
2024
Q3 		$1.73M Sell
33,849
-7,019
-17% -$355K 0.35% 82
2024
Q2 		$1.86M Sell
40,868
-1,370
-3% -$60.8K 0.4% 66
2024
Q1 		$1.84M Buy
42,238
+1,252
+3% +$51.9K 0.43% 64
2023
Q4 		$1.65M Sell
40,986
-5,384
-12% -$223K 0.43% 70
2023
Q3 		$1.95M Sell
46,370
-41,832
-47% -$1.85M 0.58% 48
2023
Q2 		$3.88M Buy
88,202
+42,916
+95% +$1.94M 0.64% 47
2023
Q1 		$2.02M Buy
45,286
+819
+2% +$37.7K 0.63% 46
2022
Q4 		$2.03M Buy
+44,467
New +$2.01M 0.89% 32

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

Beverly Hills Private Wealth's MO Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Altria Group (MO) stake by 60% in Q2 2026, selling an estimated $1.13M and leaving 10,786 shares worth $776K. The position accounts for 0.15% of the portfolio, ranked #123.

Beverly Hills Private Wealth first reported a position in MO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.88M in Q2 2023. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Beverly Hills Private Wealth held 10,786 shares of Altria Group worth $776K as of Q2 2026.
  • Beverly Hills Private Wealth sold 16,228 Altria Group shares in Q2 2026, an estimated $1.13M.
  • Altria Group made up 0.15% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #123 holding.
  • Beverly Hills Private Wealth first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Altria Group position peaked at $3.88M in Q2 2023.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.