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Bingham Private Wealth’s Altria Group MO Stock Holding History

Bingham 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 		$523K Sell
7,271
-98
-1% -$6.84K 0.36% 84
2026
Q1 		$486K Buy
7,369
+476
+7% +$30.6K 0.39% 81
2025
Q4 		$397K Buy
+6,893
New +$416K 0.34% 92
2025
Q2 		$475K Sell
8,108
-626
-7% -$36.8K 0.45% 69
2025
Q1 		$524K Buy
8,734
+220
+3% +$12K 0.54% 57
2024
Q4 		$445K Buy
+8,514
New +$454K 0.47% 69

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

Bingham Private Wealth's MO Position: Q2 2026 in Review

Bingham Private Wealth reduced its Altria Group (MO) stake by 1.3% in Q2 2026, selling an estimated $6.84K and leaving 7,271 shares worth $523K. The position accounts for 0.36% of the portfolio, ranked #84.

Bingham Private Wealth first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $524K in Q1 2025. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Bingham Private Wealth held 7,271 shares of Altria Group worth $523K as of Q2 2026.
  • Bingham Private Wealth sold 98 Altria Group shares in Q2 2026, an estimated $6.84K.
  • Altria Group made up 0.36% of Bingham Private Wealth's portfolio in Q2 2026, its #84 holding.
  • Bingham Private Wealth first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • Bingham Private Wealth's Altria Group position peaked at $524K in Q1 2025.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.