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BIP Wealth’s Altria Group MO Stock Holding History

BIP 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 		$785K Buy
10,916
+3,105
+40% +$217K 0.02% 295
2026
Q1 		$515K Buy
7,811
+2,520
+48% +$162K 0.02% 289
2025
Q4 		$305K Buy
5,291
+275
+5% +$16.6K 0.01% 364
2025
Q3 		$331K Buy
+5,016
New +$318K 0.02% 223
2025
Q2 		– Sell
-4,392
Closed -$264K – 288
2025
Q1 		$264K Buy
4,392
+364
+9% +$19.9K 0.02% 227
2024
Q4 		$211K Buy
+4,028
New +$215K 0.01% 251
2023
Q2 		– Sell
-10,033
Closed -$448K – 194
2023
Q1 		$448K Buy
+10,033
New +$461K 0.05% 116

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

BIP Wealth's MO Position: Q2 2026 in Review

BIP Wealth increased its Altria Group (MO) stake by 40% in Q2 2026, buying an estimated $217K and bringing the position to 10,916 shares worth $785K. The position accounts for 0.02% of the portfolio, ranked #295.

BIP Wealth first reported a position in MO in Q1 2023 and has held it in 7 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • BIP Wealth held 10,916 shares of Altria Group worth $785K as of Q2 2026.
  • BIP Wealth bought 3,105 Altria Group shares in Q2 2026, an estimated $217K.
  • Altria Group made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #295 holding.
  • BIP Wealth first reported a position in Altria Group in Q1 2023 and has held it in 7 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.