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Bridgewealth Advisory Group’s Altria Group MO Stock Holding History

Bridgewealth Advisory Group’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 		$577K Buy
8,024
+845
+12% +$59K 0.11% 75
2026
Q1 		$474K Buy
7,179
+74
+1% +$4.76K 0.1% 82
2025
Q4 		$410K Buy
7,105
+476
+7% +$28.7K 0.09% 83
2025
Q3 		$438K Sell
6,629
-262
-4% -$16.6K 0.1% 73
2025
Q2 		$404K Buy
+6,891
New +$405K 0.1% 76
2025
Q1 		– Sell
-6,536
Closed -$350K – 82
2024
Q4 		$350K Buy
+6,536
New +$348K 0.1% 73

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

Bridgewealth Advisory Group's MO Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Altria Group (MO) stake by 12% in Q2 2026, buying an estimated $59K and bringing the position to 8,024 shares worth $577K. The position accounts for 0.11% of the portfolio, ranked #75.

Bridgewealth Advisory Group first reported a position in MO in Q4 2024 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Bridgewealth Advisory Group held 8,024 shares of Altria Group worth $577K as of Q2 2026.
  • Bridgewealth Advisory Group bought 845 Altria Group shares in Q2 2026, an estimated $59K.
  • Altria Group made up 0.11% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #75 holding.
  • Bridgewealth Advisory Group first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.