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Bridges Investment Management’s Altria Group MO Stock Holding History

Bridges Investment 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 		$3.12M Sell
43,340
-8,060
-16% -$563K 0.04% 144
2026
Q1 		$3.39M Sell
51,400
-4,338
-8% -$279K 0.05% 134
2025
Q4 		$3.21M Sell
55,738
-4,370
-7% -$264K 0.04% 131
2025
Q3 		$3.97M Sell
60,108
-3,144
-5% -$199K 0.05% 117
2025
Q2 		$3.71M Buy
63,252
+1,910
+3% +$112K 0.05% 120
2025
Q1 		$3.68M Hold
61,342
– – 0.05% 116
2024
Q4 		$3.21M Sell
61,342
-114
-0.2% -$6.07K 0.04% 129
2024
Q3 		$3.14M Sell
61,456
-3,702
-6% -$187K 0.04% 128
2024
Q2 		$2.97M Buy
65,158
+11,421
+21% +$507K 0.05% 124
2024
Q1 		$2.34M Sell
53,737
-5,053
-9% -$210K 0.07% 103
2023
Q4 		$2.37M Buy
58,790
+1,083
+2% +$44.8K 0.08% 100
2023
Q3 		$2.43M Sell
57,707
-1,050
-2% -$46.4K 0.09% 99
2023
Q2 		$2.66M Sell
58,757
-11,100
-16% -$503K 0.09% 95
2023
Q1 		$3.12M Buy
69,857
+323
+0.5% +$14.8K 0.11% 86
2022
Q4 		$3.18M Sell
69,534
-800
-1% -$36.2K 0.12% 91
2022
Q3 		$2.84M Sell
70,334
-14,694
-17% -$641K 0.11% 95
2022
Q2 		$3.55M Sell
85,028
-1,925
-2% -$99.7K 0.13% 85
2022
Q1 		$4.54M Sell
86,953
-1,370
-2% -$69.8K 0.14% 83
2021
Q4 		$4.18M Sell
88,323
-700
-0.8% -$32.1K 0.12% 92
2021
Q3 		$4.05M Sell
89,023
-700
-0.8% -$33.8K 0.13% 90
2021
Q2 		$4.28M Sell
89,723
-3,583
-4% -$176K 0.13% 90
2021
Q1 		$4.77M Sell
93,306
-3,535
-4% -$158K 0.14% 86
2020
Q4 		$3.97M Sell
96,841
-19,936
-17% -$800K 0.12% 85
2020
Q3 		$4.51M Sell
116,777
-3,817
-3% -$159K 0.15% 86
2020
Q2 		$4.73M Sell
120,594
-2,597
-2% -$101K 0.17% 83
2020
Q1 		$4.76M Sell
123,191
-13,484
-10% -$598K 0.22% 81
2019
Q4 		$6.82M Sell
136,675
-19,838
-13% -$936K 0.25% 78
2019
Q3 		$6.4M Sell
156,513
-11,773
-7% -$542K 0.24% 79
2019
Q2 		$7.97M Sell
168,286
-21,761
-11% -$1.14M 0.31% 70
2019
Q1 		$10.9M Sell
190,047
-6,927
-4% -$354K 0.45% 52
2018
Q4 		$9.73M Buy
196,974
+6,747
+4% +$391K 0.46% 50
2018
Q3 		$11.5M Sell
190,227
-2,050
-1% -$122K 0.57% 43
2018
Q2 		$10.9M Buy
192,277
+6,610
+4% +$381K 0.49% 50
2018
Q1 		$11.6M Buy
185,667
+48,151
+35% +$3.19M 0.53% 47
2017
Q4 		$9.82M Buy
137,516
+570
+0.4% +$38.2K 0.79% 37
2017
Q3 		$8.69M Buy
136,946
+37,493
+38% +$2.5M 0.82% 37
2017
Q2 		$7.41M Buy
99,453
+40
+0% +$2.93K 0.99% 29
2017
Q1 		$7.1M Sell
99,413
-13,374
-12% -$968K 0.98% 28
2016
Q4 		$7.63M Buy
112,787
+13,055
+13% +$841K 1.08% 22
2016
Q3 		$6.31M Sell
99,732
-1,425
-1% -$94.7K 1.05% 27
2016
Q2 		$6.98M Sell
101,157
-11,323
-10% -$725K 1.21% 24
2016
Q1 		$7.05M Sell
112,480
-1,007
-0.9% -$60.9K 1.28% 23
2015
Q4 		$6.61M Buy
113,487
+1,894
+2% +$110K 1.18% 24
2015
Q3 		$5.46M Hold
111,593
– – 0.95% 28
2015
Q2 		$5.46M Buy
111,593
+1,357
+1% +$68.8K 0.95% 28
2015
Q1 		$5.51M Sell
110,236
-269
-0.2% -$14.3K 0.97% 29
2014
Q4 		$5.45M Buy
110,505
+1,785
+2% +$87K 0.96% 30
2014
Q3 		$5M Buy
108,720
+1,770
+2% +$75.8K 0.94% 32
2014
Q2 		$4.49M Buy
106,950
+7,626
+8% +$307K 0.86% 32
2014
Q1 		$3.72M Buy
99,324
+17,490
+21% +$636K 0.78% 34
2013
Q4 		$3.14M Buy
81,834
+1,384
+2% +$51.1K 0.71% 35
2013
Q3 		$2.76M Buy
80,450
+2,975
+4% +$105K 0.69% 36
2013
Q2 		$2.71M Buy
+77,475
New +$2.78M 0.72% 35

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bridges Investment Management's MO Position: Q2 2026 in Review

Bridges Investment Management reduced its Altria Group (MO) stake by 16% in Q2 2026, selling an estimated $563K and leaving 43,340 shares worth $3.12M. The position accounts for 0.04% of the portfolio, ranked #144.

Bridges Investment Management first reported a position in MO in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.6M in Q1 2018. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Bridges Investment Management held 43,340 shares of Altria Group worth $3.12M as of Q2 2026.
  • Bridges Investment Management sold 8,060 Altria Group shares in Q2 2026, an estimated $563K.
  • Altria Group made up 0.04% of Bridges Investment Management's portfolio in Q2 2026, its #144 holding.
  • Bridges Investment Management first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
  • Bridges Investment Management's Altria Group position peaked at $11.6M in Q1 2018.
  • 1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.