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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bingham Private Wealth's MO Position: Q1 2026 in Review

Bingham Private Wealth increased its Altria Group (MO) stake by 6.9% in Q1 2026, buying an estimated $30.6K and bringing the position to 7,369 shares worth $486K. The position accounts for 0.39% of the portfolio, ranked #81.

Bingham Private Wealth first reported a position in MO in Q4 2024 and has held it in 5 quarters since. The position peaked at $524K in Q1 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Bingham Private Wealth held 7,369 shares of Altria Group worth $486K as of Q1 2026.
  • Bingham Private Wealth bought 476 Altria Group shares in Q1 2026, an estimated $30.6K.
  • Altria Group made up 0.39% of Bingham Private Wealth's portfolio in Q1 2026, its #81 holding.
  • Bingham Private Wealth first reported a position in Altria Group in Q4 2024 and has held it in 5 quarters since.
  • Bingham Private Wealth's Altria Group position peaked at $524K in Q1 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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