BGAI
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Bruce G. Allen Investments’s Altria Group MO Stock Holding History

Bruce G. Allen Investments’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 		$78.6K Buy
1,092
+87
+9% +$6.07K 0.05% 192
2026
Q1 		$66.3K Sell
1,005
-79
-7% -$5.08K 0.04% 213
2025
Q4 		$62.5K Buy
1,084
+280
+35% +$16.9K 0.04% 228
2025
Q3 		$53.1K Sell
804
-8
-1% -$507 0.04% 253
2025
Q2 		$47.6K Buy
812
+32
+4% +$1.88K 0.04% 264
2025
Q1 		$46.8K Sell
780
-91
-10% -$4.97K 0.04% 266
2024
Q4 		$45.5K Hold
871
– – 0.04% 275
2024
Q3 		$44.5K Hold
871
– – 0.03% 280
2024
Q2 		$39.7K Buy
871
+124
+17% +$5.5K 0.03% 282
2024
Q1 		$32.6K Sell
747
-208
-22% -$8.62K 0.03% 311
2023
Q4 		$38.5K Buy
+955
New +$39.5K 0.04% 279

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's MO Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Altria Group (MO) stake by 8.7% in Q2 2026, buying an estimated $6.07K and bringing the position to 1,092 shares worth $78.6K. The position accounts for 0.05% of the portfolio, ranked #192.

Bruce G. Allen Investments first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 2,575 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Bruce G. Allen Investments held 1,092 shares of Altria Group worth $78.6K as of Q2 2026.
  • Bruce G. Allen Investments bought 87 Altria Group shares in Q2 2026, an estimated $6.07K.
  • Altria Group made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #192 holding.
  • Bruce G. Allen Investments first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 2,575 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.