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BOLTON SECURITIES CORPORATION’s Altria Group MO Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.36M Buy
+20,571
New +$1.32M 0.06% 313
2025
Q3 		$1.18M Buy
+17,936
New +$1.14M 0.06% 335
2025
Q1 		$1.14M Buy
+18,990
New +$1.04M 0.07% 312

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 $3.44T AUM 36.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MO Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Altria Group (MO) in Q1 2026: 20,571 shares worth $1.36M. The stake represents 0.06% of the portfolio and ranks #313 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in MO as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in MO in Q1 2025 and has held it in 3 quarters since. 2,510 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 20,571 shares of Altria Group worth $1.36M as of Q1 2026.
  • Altria Group was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Altria Group made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #313 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Altria Group in Q1 2025 and has held it in 3 quarters since.
  • 2,510 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.