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Bordeaux Wealth Advisors’s Altria Group MO Stock Holding History

Bordeaux Wealth 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
2025
Q2 		$930K Buy
15,857
+370
+2% +$21.7K 0.12% 60
2025
Q1 		$930K Sell
15,487
-876
-5% -$47.8K 0.17% 57
2024
Q4 		$856K Buy
16,363
+1,274
+8% +$67.9K 0.14% 65
2024
Q3 		$770K Buy
15,089
+996
+7% +$50.3K 0.14% 71
2024
Q2 		$642K Buy
+14,093
New +$625K 0.12% 70

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bordeaux Wealth Advisors's MO Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Altria Group (MO) stake by 2.4% in Q2 2025, buying an estimated $21.7K and bringing the position to 15,857 shares worth $930K. The position accounts for 0.12% of the portfolio, ranked #60.

Bordeaux Wealth Advisors first reported a position in MO in Q2 2024 and has held it in 5 quarters since. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Bordeaux Wealth Advisors held 15,857 shares of Altria Group worth $930K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 370 Altria Group shares in Q2 2025, an estimated $21.7K.
  • Altria Group made up 0.12% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #60 holding.
  • Bordeaux Wealth Advisors first reported a position in Altria Group in Q2 2024 and has held it in 5 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.