BFA
MO icon

Brown Financial Advisors’s Altria Group MO Stock Holding History

Brown 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 		$524K Sell
7,283
-165
-2% -$11.5K 0.18% 110
2026
Q1 		$491K Sell
7,448
-288
-4% -$18.5K 0.19% 108
2025
Q4 		$446K Buy
7,736
+93
+1% +$5.62K 0.16% 124
2025
Q3 		$505K Buy
+7,643
New +$484K 0.19% 103

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

Brown Financial Advisors's MO Position: Q2 2026 in Review

Brown Financial Advisors reduced its Altria Group (MO) stake by 2.2% in Q2 2026, selling an estimated $11.5K and leaving 7,283 shares worth $524K. The position accounts for 0.18% of the portfolio, ranked #110.

Brown Financial Advisors first reported a position in MO in Q3 2025 and has held it in 4 quarters since. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Brown Financial Advisors held 7,283 shares of Altria Group worth $524K as of Q2 2026.
  • Brown Financial Advisors sold 165 Altria Group shares in Q2 2026, an estimated $11.5K.
  • Altria Group made up 0.18% of Brown Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Brown Financial Advisors first reported a position in Altria Group in Q3 2025 and has held it in 4 quarters since.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.