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Bulwark Capital’s Altria Group MO Stock Holding History

Bulwark Capital’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
Q3 		$57K Hold
846
– – 0.03% 77
2026
Q2 		$60.9K Hold
846
– – 0.03% 70
2026
Q1 		$55.8K Hold
846
– – 0.03% 70
2025
Q4 		$48.8K Hold
846
– – 0.03% 66
2025
Q3 		$55.9K Hold
846
– – 0.04% 67
2025
Q2 		$49.6K Buy
+846
New +$49.7K 0.04% 64

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bulwark Capital's MO Position: Q3 2026 in Review

Bulwark Capital held its Altria Group (MO) position steady in Q3 2026 at 846 shares worth $57K. The position accounts for 0.03% of the portfolio, ranked #77.

Bulwark Capital first reported a position in MO in Q2 2025 and has held it in 6 quarters since. The position peaked at $60.9K in Q2 2026. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Bulwark Capital held 846 shares of Altria Group worth $57K as of Q3 2026.
  • Bulwark Capital left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up 0.03% of Bulwark Capital's portfolio in Q3 2026, its #77 holding.
  • Bulwark Capital first reported a position in Altria Group in Q2 2025 and has held it in 6 quarters since.
  • Bulwark Capital's Altria Group position peaked at $60.9K in Q2 2026.
  • 1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.