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BSW Wealth Partners’s Altria Group MO Stock Holding History

BSW Wealth Partners’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 		$354K Sell
4,916
-32
-0.6% -$2.23K 0.04% 227
2026
Q1 		$327K Buy
4,948
+24
+0.5% +$1.54K 0.04% 233
2025
Q4 		$284K Sell
4,924
-19
-0.4% -$1.15K 0.03% 255
2025
Q3 		$327K Buy
4,943
+32
+0.7% +$2.03K 0.04% 237
2025
Q2 		$288K Sell
4,911
-42
-0.8% -$2.47K 0.04% 248
2025
Q1 		$297K Sell
4,953
-192
-4% -$10.5K 0.05% 234
2024
Q4 		$269K Buy
5,145
+1,200
+30% +$63.9K 0.04% 249
2024
Q3 		$201K Buy
+3,945
New +$199K 0.03% 293
2023
Q1 		– Sell
-8,149
Closed -$372K – 330
2022
Q4 		$372K Hold
8,149
– – 0.08% 178
2022
Q3 		$329K Buy
8,149
+266
+3% +$11.6K 0.08% 161
2022
Q2 		$329K Buy
7,883
+4,000
+103% +$207K 0.08% 176
2022
Q1 		$203K Buy
+3,883
New +$198K 0.05% 276
2021
Q2 		– Sell
-3,977
Closed -$203K – 251
2021
Q1 		$203K Buy
+3,977
New +$178K 0.06% 211
2020
Q4 		– Sell
-6,122
Closed -$237K – 186
2020
Q3 		$237K Sell
6,122
-385
-6% -$16K 0.09% 121
2020
Q2 		$255K Buy
+6,507
New +$254K 0.09% 119
2020
Q1 		– Sell
-4,622
Closed -$231K – 127
2019
Q4 		$231K Buy
+4,622
New +$218K 0.08% 113
2019
Q3 		– Sell
-4,311
Closed -$204K – 153
2019
Q2 		$204K Buy
4,311
+26
+0.6% +$1.36K 0.08% 98
2019
Q1 		$246K Buy
+4,285
New +$219K 0.1% 77
2018
Q1 		– Sell
-3,021
Closed -$216K – 90
2017
Q4 		$216K Buy
+3,021
New +$202K 0.09% 78
2017
Q3 		– Sell
-2,896
Closed -$216K – 91
2017
Q2 		$216K Buy
+2,896
New +$212K 0.1% 72

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

BSW Wealth Partners's MO Position: Q2 2026 in Review

BSW Wealth Partners reduced its Altria Group (MO) stake by 0.65% in Q2 2026, selling an estimated $2.23K and leaving 4,916 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #227.

BSW Wealth Partners first reported a position in MO in Q2 2017 and has held it in 20 quarters since. The position peaked at $372K in Q4 2022. 1,007 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • BSW Wealth Partners held 4,916 shares of Altria Group worth $354K as of Q2 2026.
  • BSW Wealth Partners sold 32 Altria Group shares in Q2 2026, an estimated $2.23K.
  • Altria Group made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #227 holding.
  • BSW Wealth Partners first reported a position in Altria Group in Q2 2017 and has held it in 20 quarters since.
  • BSW Wealth Partners's Altria Group position peaked at $372K in Q4 2022.
  • 1,007 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.