BWM
MO icon

BKM Wealth Management’s Altria Group MO Stock Holding History

BKM Wealth Management’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 		$209K Hold
2,910
– – 0.07% 142
2026
Q1 		$192K Buy
+2,910
New +$187K 0.07% 147
2025
Q4 		– Sell
-3,410
Closed -$225K – 153
2025
Q3 		$225K Hold
3,410
– – 0.08% 147
2025
Q2 		$200K Hold
3,410
– – 0.08% 153
2025
Q1 		$205K Buy
+3,410
New +$186K 0.08% 151
2024
Q2 		– Sell
-3,384
Closed -$148K – 181
2024
Q1 		$148K Buy
3,384
+1,782
+111% +$73.9K 0.06% 172
2023
Q4 		$64.6K Buy
+1,602
New +$66.3K 0.03% 237

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

BKM Wealth Management's MO Position: Q2 2026 in Review

BKM Wealth Management held its Altria Group (MO) position steady in Q2 2026 at 2,910 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #142.

BKM Wealth Management first reported a position in MO in Q4 2023 and has held it in 7 quarters since. The position peaked at $225K in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • BKM Wealth Management held 2,910 shares of Altria Group worth $209K as of Q2 2026.
  • BKM Wealth Management left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.07% of BKM Wealth Management's portfolio in Q2 2026, its #142 holding.
  • BKM Wealth Management first reported a position in Altria Group in Q4 2023 and has held it in 7 quarters since.
  • BKM Wealth Management's Altria Group position peaked at $225K in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.