BPA
MO icon

Beacon Pointe Advisors’s Altria Group MO Stock Holding History

Beacon Pointe Advisors’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 		$28.3M Buy
393,180
+12,935
+3% +$903K 0.13% 163
2026
Q1 		$25.1M Buy
380,245
+25,958
+7% +$1.67M 0.13% 152
2025
Q4 		$20.4M Buy
354,287
+35,400
+11% +$2.14M 0.14% 155
2025
Q3 		$21.1M Buy
318,887
+154,715
+94% +$9.8M 0.18% 123
2025
Q2 		$9.63M Sell
164,172
-7,334
-4% -$431K 0.1% 184
2025
Q1 		$10.3M Buy
171,506
+2,855
+2% +$156K 0.12% 167
2024
Q4 		$8.82M Sell
168,651
-6,444
-4% -$343K 0.1% 185
2024
Q3 		$8.94M Sell
175,095
-2,182
-1% -$110K 0.1% 175
2024
Q2 		$8.07M Sell
177,277
-7,340
-4% -$326K 0.1% 191
2024
Q1 		$8.05M Sell
184,617
-79,291
-30% -$3.29M 0.09% 203
2023
Q4 		$10.6M Buy
263,908
+13,589
+5% +$562K 0.13% 160
2023
Q3 		$10.5M Buy
250,319
+118,867
+90% +$5.25M 0.13% 159
2023
Q2 		$5.95M Buy
131,452
+6,249
+5% +$283K 0.1% 189
2023
Q1 		$5.59M Buy
125,203
+33,296
+36% +$1.53M 0.1% 194
2022
Q4 		$4.2M Buy
91,907
+7,435
+9% +$337K 0.08% 220
2022
Q3 		$3.41M Sell
84,472
-8,074
-9% -$352K 0.08% 219
2022
Q2 		$3.87M Sell
92,546
-31,180
-25% -$1.61M 0.08% 213
2022
Q1 		$6.46M Buy
123,726
+66,590
+117% +$3.39M 0.09% 208
2021
Q4 		$2.71M Sell
57,136
-659
-1% -$30.2K 0.07% 210
2021
Q3 		$2.63M Sell
57,795
-7,111
-11% -$343K 0.06% 246
2021
Q2 		$3.1M Buy
64,906
+54,256
+509% +$2.67M 0.11% 169
2021
Q1 		$546K Buy
10,650
+938
+10% +$42K 0.03% 284
2020
Q4 		$396K Buy
9,712
+3,683
+61% +$148K 0.03% 314
2020
Q3 		$233K Sell
6,029
-355
-6% -$14.8K 0.02% 339
2020
Q2 		$252K Buy
6,384
+515
+9% +$20.1K 0.03% 329
2020
Q1 		$229K Buy
5,869
+134
+2% +$5.95K 0.04% 262
2019
Q4 		$287K Buy
+5,735
New +$271K 0.09% 172

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

Beacon Pointe Advisors's MO Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Altria Group (MO) stake by 3.4% in Q2 2026, buying an estimated $903K and bringing the position to 393,180 shares worth $28.3M. The position accounts for 0.13% of the portfolio, ranked #163.

Beacon Pointe Advisors first reported a position in MO in Q4 2019 and has held it in 27 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Beacon Pointe Advisors held 393,180 shares of Altria Group worth $28.3M as of Q2 2026.
  • Beacon Pointe Advisors bought 12,935 Altria Group shares in Q2 2026, an estimated $903K.
  • Altria Group made up 0.13% of Beacon Pointe Advisors's portfolio in Q2 2026, its #163 holding.
  • Beacon Pointe Advisors first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.