Blue Bell Private Wealth Management’s Altria Group MO Stock Holding History

Blue Bell Private 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
2023 Q2	–	Sell	-100	Closed	-$4	–	688
2023 Q1	$4	Hold	100	–	–	﹤0.01%	657
2022 Q4	$5	Hold	100	–	–	﹤0.01%	687
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	514
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	555
2022 Q1	$5K	Buy	+100	New	+$5.09K	﹤0.01%	553
2018 Q4	–	Sell	-2	Closed	-$1K	–	218
2018 Q3	$1K	Hold	2	–	–	﹤0.01%	221
2018 Q2	$1K	Hold	2	–	–	﹤0.01%	214
2018 Q1	$1K	Buy	+2	New	+$132	﹤0.01%	216

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blue Bell Private Wealth Management's MO Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Altria Group (MO) position steady in Q1 2026 at 3,688 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #248.

Blue Bell Private Wealth Management first reported a position in MO in Q4 2013 and has held it in 30 quarters since. The position peaked at $257K in Q3 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Blue Bell Private Wealth Management held 3,688 shares of Altria Group worth $243K as of Q1 2026.
Blue Bell Private Wealth Management left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #248 holding.
Blue Bell Private Wealth Management first reported a position in Altria Group in Q4 2013 and has held it in 30 quarters since.
Blue Bell Private Wealth Management's Altria Group position peaked at $257K in Q3 2025.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.