Coastal Bridge Advisors’s Altria Group MO Stock Holding History

Coastal Bridge Advisors’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 Q1	$485K	Sell	7,342 -39	-0.5%	-$2.51K	0.03%	317
2025 Q4	$426K	Sell	7,381 -83	-1%	-$5.01K	0.03%	325
2025 Q3	$493K	Buy	7,464 +635	+9%	+$40.2K	0.04%	299
2025 Q2	$400K	Buy	6,829 +266	+4%	+$15.6K	0.03%	314
2025 Q1	$394K	Buy	+6,563	New	+$358K	0.1%	176

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coastal Bridge Advisors's MO Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Altria Group (MO) stake by 0.53% in Q1 2026, selling an estimated $2.51K and leaving 7,342 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #317.

Coastal Bridge Advisors first reported a position in MO in Q1 2025 and has held it in 5 quarters since. The position peaked at $493K in Q3 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Coastal Bridge Advisors held 7,342 shares of Altria Group worth $485K as of Q1 2026.
Coastal Bridge Advisors sold 39 Altria Group shares in Q1 2026, an estimated $2.51K.
Altria Group made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #317 holding.
Coastal Bridge Advisors first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's Altria Group position peaked at $493K in Q3 2025.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.