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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
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

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Bulwark Capital's MO Position: Q2 2026 in Review

Bulwark Capital held its Altria Group (MO) position steady in Q2 2026 at 846 shares worth $60.9K. The position accounts for 0.03% of the portfolio, ranked #70.

Bulwark Capital first reported a position in MO in Q2 2025 and has held it in 5 quarters since. 1,296 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Bulwark Capital held 846 shares of Altria Group worth $60.9K as of Q2 2026.
  • Bulwark Capital left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.03% of Bulwark Capital's portfolio in Q2 2026, its #70 holding.
  • Bulwark Capital first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • 1,296 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.