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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
2025
Q3 		– Sell
-300
Closed -$17.6K – 1473
2025
Q2 		$17.6K Hold
300
– – ﹤0.01% 1245
2025
Q1 		$18K Buy
+300
New +$16.4K ﹤0.01% 1209
2024
Q3 		– Sell
-400
Closed -$18.2K – 1278
2024
Q2 		$18.2K Hold
400
– – ﹤0.01% 1257
2024
Q1 		$17.4K Buy
+400
New +$16.6K ﹤0.01% 1346

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

Beacon Pointe Advisors's MO Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Altria Group (MO) stake by 7.3% in Q1 2026, buying an estimated $1.67M and bringing the position to 380,245 shares worth $25.1M. The position accounts for 0.13% of the portfolio, ranked #152.

Beacon Pointe Advisors first reported a position in MO in Q4 2019 and has held it in 26 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Beacon Pointe Advisors held 380,245 shares of Altria Group worth $25.1M as of Q1 2026.
  • Beacon Pointe Advisors bought 25,958 Altria Group shares in Q1 2026, an estimated $1.67M.
  • Altria Group made up 0.13% of Beacon Pointe Advisors's portfolio in Q1 2026, its #152 holding.
  • Beacon Pointe Advisors first reported a position in Altria Group in Q4 2019 and has held it in 26 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.