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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
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 $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

BKM Wealth Management's MO Position: Q1 2026 in Review

BKM Wealth Management opened a new position in Altria Group (MO) in Q1 2026: 2,910 shares worth $192K. The stake represents 0.07% of the portfolio and ranks #147 among its holdings. This is a return to the name: BKM Wealth Management previously reported a position in MO as recently as Q3 2025.

BKM Wealth Management first reported a position in MO in Q4 2023 and has held it in 6 quarters since. The position peaked at $225K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • BKM Wealth Management held 2,910 shares of Altria Group worth $192K as of Q1 2026.
  • Altria Group was a new BKM Wealth Management position in Q1 2026.
  • Altria Group made up 0.07% of BKM Wealth Management's portfolio in Q1 2026, its #147 holding.
  • BKM Wealth Management first reported a position in Altria Group in Q4 2023 and has held it in 6 quarters since.
  • BKM Wealth Management's Altria Group position peaked at $225K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.