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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bruce G. Allen Investments's MO Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Altria Group (MO) stake by 7.3% in Q1 2026, selling an estimated $5.08K and leaving 1,005 shares worth $66.3K. The position accounts for 0.04% of the portfolio, ranked #213.

Bruce G. Allen Investments first reported a position in MO in Q4 2023 and has held it in 10 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Bruce G. Allen Investments held 1,005 shares of Altria Group worth $66.3K as of Q1 2026.
  • Bruce G. Allen Investments sold 79 Altria Group shares in Q1 2026, an estimated $5.08K.
  • Altria Group made up 0.04% of Bruce G. Allen Investments's portfolio in Q1 2026, its #213 holding.
  • Bruce G. Allen Investments first reported a position in Altria Group in Q4 2023 and has held it in 10 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.