Garrison Point Advisors’s Altria Group MO Stock Holding History

Garrison Point 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 Q1	$269K	Hold	4,078	–	–	0.12%	146
2025 Q4	$235K	Buy	4,078 +52	+1%	+$3.14K	0.1%	153
2025 Q3	$266K	Buy	4,026 +26	+0.7%	+$1.65K	0.11%	150
2025 Q2	$235K	Hold	4,000	–	–	0.11%	155
2025 Q1	$240K	Buy	+4,000	New	+$218K	0.12%	145
2019 Q2	–	Sell	-4,606	Closed	-$264K	–	132
2019 Q1	$264K	Sell	4,606 -1,400	-23%	-$71.6K	0.28%	105
2018 Q4	$297K	Buy	+6,006	New	+$348K	0.37%	94

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Garrison Point Advisors's MO Position: Q1 2026 in Review

Garrison Point Advisors held its Altria Group (MO) position steady in Q1 2026 at 4,078 shares worth $269K. The position accounts for 0.12% of the portfolio, ranked #146.

Garrison Point Advisors first reported a position in MO in Q4 2018 and has held it in 7 quarters since. The position peaked at $297K in Q4 2018. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Garrison Point Advisors held 4,078 shares of Altria Group worth $269K as of Q1 2026.
Garrison Point Advisors left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.12% of Garrison Point Advisors's portfolio in Q1 2026, its #146 holding.
Garrison Point Advisors first reported a position in Altria Group in Q4 2018 and has held it in 7 quarters since.
Garrison Point Advisors's Altria Group position peaked at $297K in Q4 2018.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.