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 Q2	$293K	Hold	4,078	–	–	0.12%	141
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Garrison Point Advisors's MO Position: Q2 2026 in Review

Garrison Point Advisors held its Altria Group (MO) position steady in Q2 2026 at 4,078 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #141.

Garrison Point Advisors first reported a position in MO in Q4 2018 and has held it in 8 quarters since. The position peaked at $297K in Q4 2018. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Garrison Point Advisors held 4,078 shares of Altria Group worth $293K as of Q2 2026.
Garrison Point Advisors left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.12% of Garrison Point Advisors's portfolio in Q2 2026, its #141 holding.
Garrison Point Advisors first reported a position in Altria Group in Q4 2018 and has held it in 8 quarters since.
Garrison Point Advisors's Altria Group position peaked at $297K in Q4 2018.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.