Bell Investment Advisors, Inc

Position in MO — Altria Group, Inc.

CIK 1890149 ORINDA, CA

Position in MO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$101,305

+$8,392 QoQ

Shares Held

1,408

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,294

of 2,535 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $175,773 across 4 Tobacco names. MO ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	1,408	$101,305
2	PM	Philip Morris International Inc.	318	$57,529
3	BTI	British American Tobacco p.l.c.	265	$16,366
4	UVV	Universal Corp /Va/	11	$573

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$101,305	1,408	0.0%	Shares	Sole	2026-08-07
2026-03-31	$92,913	1,408	+9.3%	Shares	Sole	2026-04-17
2025-12-31	$74,266	1,288	-4.0%	Shares	Sole	2026-02-24
2025-09-30	$88,652	1,342	-19.3%	Shares	Sole	2025-11-21
2025-06-30	$97,501	1,663	+9.1%	Shares	Sole	2025-08-11
2025-03-31	$91,470	1,524	+1.9%	Shares	Sole	2025-05-16
2024-12-31	$78,173	1,495	+4.4%	Shares	Sole	2025-02-07
2024-09-30	$73,089	1,432	0.0%	Shares	Sole	2024-11-13
2024-06-30	$65,227	1,432	+5.2%	Shares	Sole	2024-08-08
2024-03-31	$59,366	1,361	+3.0%	Shares	Sole	2024-05-08
2023-12-31	$53,289	1,321	-8.5%	Shares	Sole	2024-02-14
2023-09-30	$60,720	1,444	+162.5%	Shares	Sole	2023-11-08
2023-06-30	$24,915	550	-69.0%	Shares	Sole	2023-08-09
2023-03-31	$79,155	1,774	+14.1%	Shares	Sole	2023-05-10
2022-12-31	$71,079	1,555	-1.1%	Shares	Sole	2023-02-09
2022-09-30	$63,477	1,572	+413.7%	Shares	Sole	2022-11-09
2022-06-30	$12,781	306	+84.3%	Shares	Sole	2022-08-12
2021-12-31	$7,866	166	-51.6%	Shares	Sole	2022-02-14
2021-09-30	$15,613	343	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.