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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
Q2 		– Sell
-2,315
Closed -$153K – 178
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 $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

Basso Capital Management's MO Position: Q2 2026 in Review

Basso Capital Management sold out of Altria Group (MO) in Q2 2026, closing a stake of 2,315 shares — an estimated $153K sold.

Basso Capital Management first reported a position in MO in Q2 2023 and held it in 12 quarters. The position peaked at $174K in Q2 2023. 2,570 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Basso Capital Management reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Basso Capital Management sold 2,315 Altria Group shares in Q2 2026, an estimated $153K.
  • Basso Capital Management first reported a position in Altria Group in Q2 2023 and held it in 12 quarters.
  • Basso Capital Management's Altria Group position peaked at $174K in Q2 2023.
  • 2,570 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.