Blue Bell Private Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $234K | Sell |
3,249
-439
| -12% | -$30.6K | 0.03% | 266 |
|
|
2026
Q1 | $243K | Hold |
3,688
| – | – | 0.04% | 248 |
|
|
2025
Q4 | $213K | Sell |
3,688
-205
| -5% | -$12.4K | 0.03% | 250 |
|
|
2025
Q3 | $257K | Buy |
3,893
+393
| +11% | +$24.9K | 0.04% | 225 |
|
|
2025
Q2 | $205K | Sell |
3,500
-400
| -10% | -$23.5K | 0.03% | 226 |
|
|
2025
Q1 | $234K | Buy |
3,900
+1
| +0% | +$55 | 0.04% | 200 |
|
|
2024
Q4 | $204K | Hold |
3,899
| – | – | 0.04% | 207 |
|
|
2024
Q3 | $199K | Sell |
3,899
-98
| -2% | -$4.95K | 0.04% | 210 |
|
|
2024
Q2 | $182K | Buy |
3,997
+2
| +0.1% | +$89 | 0.04% | 201 |
|
|
2024
Q1 | $174K | Sell |
3,995
-99
| -2% | -$4.11K | 0.04% | 199 |
|
|
2023
Q4 | $165K | Sell |
4,094
-463
| -10% | -$19.1K | 0.04% | 185 |
|
|
2023
Q3 | $192K | Sell |
4,557
-9
| -0.2% | -$398 | 0.05% | 147 |
|
|
2023
Q2 | $207K | Buy |
4,566
+2,575
| +129% | +$117K | 0.05% | 139 |
|
|
2023
Q1 | $88.8K | Sell |
1,991
-97
| -5% | -$4.46K | 0.03% | 185 |
|
|
2022
Q4 | $95.5K | Buy |
2,088
+2
| +0.1% | +$91 | 0.03% | 167 |
|
|
2022
Q3 | $84K | Buy |
2,086
+2
| +0.1% | +$87 | 0.03% | 174 |
|
|
2022
Q2 | $87K | Buy |
2,084
+2
| +0.1% | +$104 | 0.03% | 171 |
|
|
2022
Q1 | $109K | Sell |
2,082
-54
| -3% | -$2.75K | 0.03% | 155 |
|
|
2021
Q4 | $101K | Buy |
+2,136
| New | +$97.9K | 0.03% | 162 |
|
|
2016
Q4 | – | Sell |
-2,873
| Closed | -$182K | – | 345 |
|
|
2016
Q3 | $182K | Buy |
2,873
+330
| +13% | +$21.9K | 0.11% | 99 |
|
|
2016
Q2 | $176K | Buy |
2,543
+6
| +0.2% | +$384 | 0.11% | 96 |
|
|
2016
Q1 | $159K | Buy |
2,537
+844
| +50% | +$51K | 0.11% | 107 |
|
|
2015
Q4 | $99K | Buy |
1,693
+6
| +0.4% | +$348 | 0.07% | 151 |
|
|
2015
Q3 | $92K | Sell |
1,687
-390
| -19% | -$20.9K | 0.06% | 150 |
|
|
2015
Q2 | $102K | Buy |
2,077
+9
| +0.4% | +$456 | 0.06% | 143 |
|
|
2015
Q1 | $103K | Sell |
2,068
-285
| -12% | -$15.1K | 0.06% | 140 |
|
|
2014
Q4 | $115K | Sell |
2,353
-390
| -14% | -$19K | 0.07% | 140 |
|
|
2014
Q3 | $126K | Buy |
2,743
+10
| +0.4% | +$428 | 0.08% | 142 |
|
|
2014
Q2 | $115K | Buy |
2,733
+12
| +0.4% | +$483 | 0.07% | 137 |
|
|
2014
Q1 | $102K | Buy |
2,721
+14
| +0.5% | +$509 | 0.07% | 120 |
|
|
2013
Q4 | $104K | Buy |
+2,707
| New | +$99.9K | 0.08% | 120 |
|
Other funds holding MO
Blue Bell Private Wealth Management's MO Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its Altria Group (MO) stake by 12% in Q2 2026, selling an estimated $30.6K and leaving 3,249 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #266.
Blue Bell Private Wealth Management first reported a position in MO in Q4 2013 and has held it in 31 quarters since. The position peaked at $257K in Q3 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Blue Bell Private Wealth Management held 3,249 shares of Altria Group worth $234K as of Q2 2026.
- Blue Bell Private Wealth Management sold 439 Altria Group shares in Q2 2026, an estimated $30.6K.
- Altria Group made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #266 holding.
- Blue Bell Private Wealth Management first reported a position in Altria Group in Q4 2013 and has held it in 31 quarters since.
- Blue Bell Private Wealth Management's Altria Group position peaked at $257K in Q3 2025.
- 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.