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 Q3	$278K	Buy	4,128 +50	+1%	+$3.47K	0.11%	147
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Garrison Point Advisors's MO Position: Q3 2026 in Review

Garrison Point Advisors increased its Altria Group (MO) stake by 1.2% in Q3 2026, buying an estimated $3.47K and bringing the position to 4,128 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #147.

Garrison Point Advisors first reported a position in MO in Q4 2018 and has held it in 9 quarters since. The position peaked at $297K in Q4 2018. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Garrison Point Advisors held 4,128 shares of Altria Group worth $278K as of Q3 2026.
Garrison Point Advisors bought 50 Altria Group shares in Q3 2026, an estimated $3.47K.
Altria Group made up 0.11% of Garrison Point Advisors's portfolio in Q3 2026, its #147 holding.
Garrison Point Advisors first reported a position in Altria Group in Q4 2018 and has held it in 9 quarters since.
Garrison Point Advisors's Altria Group position peaked at $297K in Q4 2018.
1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Garrison Point Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.