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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BridgePort Financial Solutions's MO Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its Altria Group (MO) stake by 11% in Q1 2026, selling an estimated $85.1K and leaving 10,379 shares worth $685K. 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 3 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • BridgePort Financial Solutions held 10,379 shares of Altria Group worth $685K as of Q1 2026.
  • BridgePort Financial Solutions sold 1,323 Altria Group shares in Q1 2026, an estimated $85.1K.
  • Altria Group made up 0.19% of BridgePort Financial Solutions's portfolio in Q1 2026, its #99 holding.
  • BridgePort Financial Solutions first reported a position in Altria Group in Q2 2025 and has held it in 3 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.