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Livermore
Livermore
ZHEN

Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
77,348
Value
$5.57M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of MO by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202677,348$5.57M0.4%−5,494−6.6%ReducedHolders
Q1 202682,842$5.47M0.4%+16,490+24.9%AddedHolders
Q4 202566,352$3.83M0.2%+15,689+31.0%AddedHolders
Q3 202550,663$3.35M0.2%−1,026−2.0%ReducedHolders
Q2 202551,689$3.03M0.2%+1,043+2.1%AddedHolders
Q1 202550,646$3.04M0.1%+8,181+19.3%AddedHolders
Q4 202442,465$2.22M<0.1%+42,465NewHolders
Q3 20240$00.0%−27,032−100.0%Sold outHolders
Q2 202427,032$1.23M<0.1%−2,776−9.3%ReducedHolders
Q1 202429,808$1.30M<0.1%−4,169−12.3%ReducedHolders
Q4 202333,977$1.37M<0.1%+2,620+8.4%AddedHolders
Q3 202331,357$1.32M<0.1%+1,026+3.4%AddedHolders
Q2 202330,331$1.37M<0.1%−7,408−19.6%ReducedHolders
Q1 202337,739$1.68M<0.1%+2,137+6.0%AddedHolders
Q4 202235,602$1.63M<0.1%−191−0.5%ReducedHolders
Q3 202235,793$1.45M<0.1%+6,390+21.7%AddedHolders
Q2 202229,403$1.23M<0.1%+508+1.8%AddedHolders
Q1 202228,895$1.51M<0.1%+2,218+8.3%AddedHolders
Q4 202126,677$1.26M<0.1%−775−2.8%ReducedHolders
Q3 202127,452$1.25M<0.1%−779−2.8%ReducedHolders
Q2 202128,231$1.35M<0.1%−209−0.7%ReducedHolders
Q1 202128,440$1.46M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.