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Burford Brothers’s Altria Group MO Stock Holding History

Burford Brothers’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 		$2.37M Sell
32,891
-7,933
-19% -$554K 0.87% 27
2026
Q1 		$2.69M Sell
40,824
-9,823
-19% -$632K 1.1% 22
2025
Q4 		$2.92M Buy
50,647
+9,451
+23% +$571K 1.21% 19
2025
Q3 		$2.72M Buy
41,196
+2,042
+5% +$129K 1.16% 18
2025
Q2 		$2.3M Buy
39,154
+2,468
+7% +$145K 1.05% 20
2025
Q1 		$2.2M Sell
36,686
-265
-0.7% -$14.5K 1.07% 20
2024
Q4 		$1.93M Buy
36,951
+10,605
+40% +$565K 0.95% 20
2024
Q3 		$1.34M Buy
26,346
+584
+2% +$29.5K 0.7% 31
2024
Q2 		$1.17M Buy
25,762
+3,436
+15% +$152K 0.68% 34
2024
Q1 		$974K Sell
22,326
-259
-1% -$10.7K 0.64% 37
2023
Q4 		$911K Buy
+22,585
New +$934K 0.64% 39

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 $3.37T AUM 44.26% 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

Burford Brothers's MO Position: Q2 2026 in Review

Burford Brothers reduced its Altria Group (MO) stake by 19% in Q2 2026, selling an estimated $554K and leaving 32,891 shares worth $2.37M. The position accounts for 0.87% of the portfolio, ranked #27.

Burford Brothers first reported a position in MO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.92M in Q4 2025. 2,560 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Burford Brothers held 32,891 shares of Altria Group worth $2.37M as of Q2 2026.
  • Burford Brothers sold 7,933 Altria Group shares in Q2 2026, an estimated $554K.
  • Altria Group made up 0.87% of Burford Brothers's portfolio in Q2 2026, its #27 holding.
  • Burford Brothers first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • Burford Brothers's Altria Group position peaked at $2.92M in Q4 2025.
  • 2,560 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.