Legacy Bridge’s Altria Group MO Stock Holding History

Legacy Bridge’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	–	Sell	-154	Closed	-$8.88K	–	420
2025 Q4	$8.88K	Buy	+154	New	+$9.3K	﹤0.01%	317

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

Legacy Bridge's MO Position: Q1 2026 in Review

Legacy Bridge sold out of Altria Group (MO) in Q1 2026, closing a stake of 154 shares — an estimated $8.88K sold.

Legacy Bridge first reported a position in MO in Q4 2025 and held it in 1 quarter. The position peaked at $8.88K in Q4 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Legacy Bridge reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 154 Altria Group shares in Q1 2026, an estimated $8.88K.
Legacy Bridge first reported a position in Altria Group in Q4 2025 and held it in 1 quarter.
Legacy Bridge's Altria Group position peaked at $8.88K in Q4 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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