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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Basepoint Wealth's MO Position: Q1 2026 in Review

Basepoint Wealth reduced its Altria Group (MO) stake by 46% in Q1 2026, selling an estimated $32.6K and leaving 591 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #242.

Basepoint Wealth first reported a position in MO in Q4 2025 and has held it in 2 quarters since. The position peaked at $63.3K in Q4 2025. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Basepoint Wealth held 591 shares of Altria Group worth $39K as of Q1 2026.
  • Basepoint Wealth sold 507 Altria Group shares in Q1 2026, an estimated $32.6K.
  • Altria Group made up 0.02% of Basepoint Wealth's portfolio in Q1 2026, its #242 holding.
  • Basepoint Wealth first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Altria Group position peaked at $63.3K in Q4 2025.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.