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Basso Capital Management’s Altria Group MO Stock Holding History

Basso Capital Management’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 		$153K Hold
2,315
– – 0.09% 69
2025
Q4 		$133K Buy
2,315
+1,565
+209% +$94.5K 0.08% 65
2025
Q3 		$49.5K Hold
750
– – 0.03% 68
2025
Q2 		$44K Buy
750
+115
+18% +$6.75K 0.03% 65
2025
Q1 		$38.1K Hold
635
– – 0.03% 65
2024
Q4 		$33.2K Hold
635
– – 0.03% 69
2024
Q3 		$32.4K Sell
635
-1,179
-65% -$59.6K 0.03% 68
2024
Q2 		$82.6K Hold
1,814
– – 0.07% 68
2024
Q1 		$79.1K Hold
1,814
– – 0.07% 63
2023
Q4 		$73.2K Sell
1,814
-1,916
-51% -$79.2K 0.08% 65
2023
Q3 		$157K Sell
3,730
-101
-3% -$4.46K 0.17% 55
2023
Q2 		$174K Buy
+3,831
New +$174K 0.19% 52

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

Basso Capital Management's MO Position: Q1 2026 in Review

Basso Capital Management held its Altria Group (MO) position steady in Q1 2026 at 2,315 shares worth $153K. The position accounts for 0.09% of the portfolio, ranked #69.

Basso Capital Management first reported a position in MO in Q2 2023 and has held it in 12 quarters since. The position peaked at $174K in Q2 2023. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Basso Capital Management held 2,315 shares of Altria Group worth $153K as of Q1 2026.
  • Basso Capital Management left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up 0.09% of Basso Capital Management's portfolio in Q1 2026, its #69 holding.
  • Basso Capital Management first reported a position in Altria Group in Q2 2023 and has held it in 12 quarters since.
  • Basso Capital Management's Altria Group position peaked at $174K in Q2 2023.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Basso Capital Management's 13F filing for Q1 2026, filed 15 May 2026.