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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 $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. 2,570 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.
  • 2,570 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.