Birch Hill Investment Advisors’s Altria Group MO Stock Holding History

Birch Hill Investment Advisors’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	$389K	Hold	5,400	–	–	0.02%	163
2026 Q1	$356K	Hold	5,400	–	–	0.02%	160
2025 Q4	$311K	Sell	5,400 -1,434	-21%	-$86.6K	0.01%	170
2025 Q3	$451K	Buy	6,834 +1,434	+27%	+$90.8K	0.02%	151
2025 Q2	$317K	Hold	5,400	–	–	0.01%	163
2025 Q1	$324K	Sell	5,400 -8	-0.1%	-$437	0.02%	160
2024 Q4	$283K	Buy	5,408 +8	+0.1%	+$426	0.01%	168
2024 Q3	$276K	Hold	5,400	–	–	0.01%	161
2024 Q2	$246K	Hold	5,400	–	–	0.01%	161
2024 Q1	$236K	Hold	5,400	–	–	0.01%	158
2023 Q4	$218K	Hold	5,400	–	–	0.01%	156
2023 Q3	$227K	Hold	5,400	–	–	0.01%	149
2023 Q2	$245K	Hold	5,400	–	–	0.01%	144
2023 Q1	$241K	Hold	5,400	–	–	0.02%	141
2022 Q4	$247K	Hold	5,400	–	–	0.02%	140
2022 Q3	$218K	Hold	5,400	–	–	0.01%	140
2022 Q2	$226K	Sell	5,400 -5	-0.1%	-$259	0.01%	141
2022 Q1	$282K	Buy	5,405 +600	+12%	+$30.6K	0.02%	140
2021 Q4	$228K	Hold	4,805	–	–	0.01%	164
2021 Q3	$219K	Buy	4,805 +5	+0.1%	+$241	0.01%	159
2021 Q2	$229K	Hold	4,800	–	–	0.01%	152
2021 Q1	$246K	Buy	+4,800	New	+$215K	0.01%	140
2020 Q1	–	Sell	-4,800	Closed	-$240K	–	143
2019 Q4	$240K	Buy	+4,800	New	+$226K	0.02%	136

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Birch Hill Investment Advisors's MO Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Altria Group (MO) position steady in Q2 2026 at 5,400 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #163.

Birch Hill Investment Advisors first reported a position in MO in Q4 2019 and has held it in 23 quarters since. The position peaked at $451K in Q3 2025. 1,225 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Birch Hill Investment Advisors held 5,400 shares of Altria Group worth $389K as of Q2 2026.
Birch Hill Investment Advisors left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.02% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #163 holding.
Birch Hill Investment Advisors first reported a position in Altria Group in Q4 2019 and has held it in 23 quarters since.
Birch Hill Investment Advisors's Altria Group position peaked at $451K in Q3 2025.
1,225 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.