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Boyd Watterson Asset Management’s Altria Group MO Stock Holding History

Boyd Watterson Asset 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 		$88.8K Hold
1,234
– – 0.02% 156
2026
Q1 		$81.4K Hold
1,234
– – 0.03% 154
2025
Q4 		$71.2K Sell
1,234
-10
-0.8% -$604 0.02% 158
2025
Q3 		$82.2K Hold
1,244
– – 0.02% 152
2025
Q2 		$72.9K Sell
1,244
-114
-8% -$6.7K 0.02% 160
2025
Q1 		$81.5K Sell
1,358
-107
-7% -$5.84K 0.03% 162
2024
Q4 		$76.6K Hold
1,465
– – 0.02% 164
2024
Q3 		$74.8K Sell
1,465
-27
-2% -$1.36K 0.02% 163
2024
Q2 		$68K Hold
1,492
– – 0.02% 165
2024
Q1 		$65.1K Buy
1,492
+350
+31% +$14.5K 0.02% 166
2023
Q4 		$46.1K Hold
1,142
– – 0.02% 185
2023
Q3 		$48K Hold
1,142
– – 0.02% 178
2023
Q2 		$51.7K Hold
1,142
– – 0.02% 184
2023
Q1 		$51K Hold
1,142
– – 0.02% 195
2022
Q4 		$52.2K Buy
+1,142
New +$51.7K 0.02% 194

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

Boyd Watterson Asset Management's MO Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Altria Group (MO) position steady in Q2 2026 at 1,234 shares worth $88.8K. The position accounts for 0.02% of the portfolio, ranked #156.

Boyd Watterson Asset Management first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Boyd Watterson Asset Management held 1,234 shares of Altria Group worth $88.8K as of Q2 2026.
  • Boyd Watterson Asset Management left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.02% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #156 holding.
  • Boyd Watterson Asset Management first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.