Brian C. Broderick’s Altria Group MO Stock Holding History

Brian C. Broderick’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	$303K	Hold	4,597	–	–	0.06%	84
2025 Q4	$265K	Hold	4,597	–	–	0.05%	80
2025 Q3	$304K	Sell	4,597 -169	-4%	-$10.7K	0.06%	78
2025 Q2	$279K	Hold	4,766	–	–	0.06%	81
2025 Q1	$286K	Sell	4,766 -56	-1%	-$3.06K	0.06%	78
2024 Q4	$252K	Hold	4,822	–	–	0.05%	77
2024 Q3	$246K	Hold	4,822	–	–	0.05%	81
2024 Q2	$220K	Hold	4,822	–	–	0.04%	80
2024 Q1	$210K	Buy	+4,822	New	+$200K	0.04%	81
2019 Q2	–	Sell	-3,746	Closed	-$216K	–	85
2019 Q1	$216K	Buy	+3,746	New	+$191K	0.08%	77
2018 Q4	–	Sell	-3,921	Closed	-$236K	–	82
2018 Q3	$236K	Sell	3,921 -75	-2%	-$4.45K	0.08%	81
2018 Q2	$226K	Hold	3,996	–	–	0.08%	80
2018 Q1	$249K	Hold	3,996	–	–	0.09%	81
2017 Q4	$286K	Buy	+3,996	New	+$268K	0.1%	79
2017 Q2	–	Sell	-3,675	Closed	-$262K	–	98
2017 Q1	$262K	Sell	3,675 -525	-13%	-$38K	0.11%	83
2016 Q4	$284K	Hold	4,200	–	–	0.12%	81
2016 Q3	$266K	Sell	4,200 -200	-5%	-$13.3K	0.11%	90
2016 Q2	$303K	Buy	4,400 +300	+7%	+$19.2K	0.13%	86
2016 Q1	$257K	Buy	+4,100	New	+$248K	0.11%	90

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

Brian C. Broderick's MO Position: Q1 2026 in Review

Brian C. Broderick held its Altria Group (MO) position steady in Q1 2026 at 4,597 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #84.

Brian C. Broderick first reported a position in MO in Q1 2016 and has held it in 19 quarters since. The position peaked at $304K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Brian C. Broderick held 4,597 shares of Altria Group worth $303K as of Q1 2026.
Brian C. Broderick left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.06% of Brian C. Broderick's portfolio in Q1 2026, its #84 holding.
Brian C. Broderick first reported a position in Altria Group in Q1 2016 and has held it in 19 quarters since.
Brian C. Broderick's Altria Group position peaked at $304K in Q3 2025.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.