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 Q2	$558K	Buy	7,758 +416	+6%	+$29K	0.03%	305
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	0.04%	310

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Coastal Bridge Advisors's MO Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Altria Group (MO) stake by 5.7% in Q2 2026, buying an estimated $29K and bringing the position to 7,758 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #305.

Coastal Bridge Advisors first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Coastal Bridge Advisors held 7,758 shares of Altria Group worth $558K as of Q2 2026.
Coastal Bridge Advisors bought 416 Altria Group shares in Q2 2026, an estimated $29K.
Altria Group made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #305 holding.
Coastal Bridge Advisors first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.