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BridgePort Financial Solutions’s Altria Group MO Stock Holding History

BridgePort Financial Solutions’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 		$759K Buy
10,551
+172
+2% +$12K 0.19% 99
2026
Q1 		$685K Sell
10,379
-1,323
-11% -$85.1K 0.19% 99
2025
Q4 		$675K Buy
+11,702
New +$707K 0.18% 104
2025
Q3 		– Sell
-7,275
Closed -$427K – 245
2025
Q2 		$427K Buy
+7,275
New +$427K 0.14% 121

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

BridgePort Financial Solutions's MO Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Altria Group (MO) stake by 1.7% in Q2 2026, buying an estimated $12K and bringing the position to 10,551 shares worth $759K. The position accounts for 0.19% of the portfolio, ranked #99.

BridgePort Financial Solutions first reported a position in MO in Q2 2025 and has held it in 4 quarters since. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • BridgePort Financial Solutions held 10,551 shares of Altria Group worth $759K as of Q2 2026.
  • BridgePort Financial Solutions bought 172 Altria Group shares in Q2 2026, an estimated $12K.
  • Altria Group made up 0.19% of BridgePort Financial Solutions's portfolio in Q2 2026, its #99 holding.
  • BridgePort Financial Solutions first reported a position in Altria Group in Q2 2025 and has held it in 4 quarters since.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.