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Bullock Wealth Management’s Altria Group MO Stock Holding History

Bullock Wealth Management’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 		$231K Buy
3,231
+7
+0.2% +$489 0.1% 165
2026
Q1 		$211K Buy
3,224
+9
+0.3% +$579 0.11% 159
2025
Q4 		$185K Buy
3,215
+8
+0.2% +$483 0.09% 172
2025
Q3 		$213K Sell
3,207
-206
-6% -$13.1K 0.11% 152
2025
Q2 		$198K Buy
3,413
+8
+0.2% +$470 0.11% 150
2025
Q1 		$200K Buy
3,405
+9
+0.3% +$491 0.11% 144
2024
Q4 		$178K Buy
3,396
+9
+0.3% +$479 0.1% 162
2024
Q3 		$172K Buy
3,387
+9
+0.3% +$455 0.1% 157
2024
Q2 		$155K Sell
3,378
-25
-0.7% -$1.11K 0.1% 157
2024
Q1 		$147K Buy
+3,403
New +$141K 0.1% 163

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

Bullock Wealth Management's MO Position: Q2 2026 in Review

Bullock Wealth Management increased its Altria Group (MO) stake by 0.22% in Q2 2026, buying an estimated $489 and bringing the position to 3,231 shares worth $231K. The position accounts for 0.1% of the portfolio, ranked #165.

Bullock Wealth Management first reported a position in MO in Q1 2024 and has held it in 10 quarters since. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Bullock Wealth Management held 3,231 shares of Altria Group worth $231K as of Q2 2026.
  • Bullock Wealth Management bought 7 Altria Group shares in Q2 2026, an estimated $489.
  • Altria Group made up 0.1% of Bullock Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Bullock Wealth Management first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.