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BXM Wealth’s Altria Group MO Stock Holding History

BXM Wealth’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 		$303K Buy
+4,218
New +$294K 0.17% 129
2025
Q4 		– Sell
-4,218
Closed -$279K – 149
2025
Q3 		$279K Buy
+4,218
New +$267K 0.26% 99

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BXM Wealth's MO Position: Q2 2026 in Review

BXM Wealth opened a new position in Altria Group (MO) in Q2 2026: 4,218 shares worth $303K. The stake represents 0.17% of the portfolio and ranks #129 among its holdings. This is a return to the name: BXM Wealth previously reported a position in MO as recently as Q3 2025.

BXM Wealth first reported a position in MO in Q3 2025 and has held it in 2 quarters since. 905 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • BXM Wealth held 4,218 shares of Altria Group worth $303K as of Q2 2026.
  • Altria Group was a new BXM Wealth position in Q2 2026.
  • Altria Group made up 0.17% of BXM Wealth's portfolio in Q2 2026, its #129 holding.
  • BXM Wealth first reported a position in Altria Group in Q3 2025 and has held it in 2 quarters since.
  • 905 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.