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Basepoint Wealth’s Altria Group MO Stock Holding History

Basepoint Wealth’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 		$39.8K Sell
552
-39
-7% -$2.72K 0.02% 240
2026
Q1 		$39K Sell
591
-507
-46% -$32.6K 0.02% 242
2025
Q4 		$63.3K Buy
+1,098
New +$66.3K 0.04% 181

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Basepoint Wealth's MO Position: Q2 2026 in Review

Basepoint Wealth reduced its Altria Group (MO) stake by 6.6% in Q2 2026, selling an estimated $2.72K and leaving 552 shares worth $39.8K. The position accounts for 0.02% of the portfolio, ranked #240.

Basepoint Wealth first reported a position in MO in Q4 2025 and has held it in 3 quarters since. The position peaked at $63.3K in Q4 2025. 2,566 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Basepoint Wealth held 552 shares of Altria Group worth $39.8K as of Q2 2026.
  • Basepoint Wealth sold 39 Altria Group shares in Q2 2026, an estimated $2.72K.
  • Altria Group made up 0.02% of Basepoint Wealth's portfolio in Q2 2026, its #240 holding.
  • Basepoint Wealth first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Altria Group position peaked at $63.3K in Q4 2025.
  • 2,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.