BBFA
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Brindle & Bay Financial Advisors’s Altria Group MO Stock Holding History

Brindle & Bay Financial Advisors’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 		$995K Buy
13,832
+1,208
+10% +$84.3K 0.5% 40
2026
Q1 		$833K Hold
12,624
– – 0.51% 37
2025
Q4 		$728K Buy
+12,624
New +$762K 0.48% 48

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

Brindle & Bay Financial Advisors's MO Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its Altria Group (MO) stake by 9.6% in Q2 2026, buying an estimated $84.3K and bringing the position to 13,832 shares worth $995K. The position accounts for 0.5% of the portfolio, ranked #40.

Brindle & Bay Financial Advisors first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,552 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Brindle & Bay Financial Advisors held 13,832 shares of Altria Group worth $995K as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 1,208 Altria Group shares in Q2 2026, an estimated $84.3K.
  • Altria Group made up 0.5% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Brindle & Bay Financial Advisors first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,552 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.