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TritonPoint Wealth’s Altria Group MO Stock Holding History

TritonPoint Wealth’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 		$304K Sell
4,231
-116
-3% -$8.1K 0.03% 233
2026
Q1 		$291K Buy
4,347
+125
+3% +$8.04K 0.03% 222
2025
Q4 		$248K Sell
4,222
-1,014
-19% -$61.2K 0.03% 238
2025
Q3 		$351K Sell
5,236
-10
-0.2% -$634 0.03% 271
2025
Q2 		$313K Buy
5,246
+938
+22% +$55.1K 0.03% 280
2025
Q1 		$263K Buy
4,308
+550
+15% +$30K 0.03% 300
2024
Q4 		$200K Buy
+3,758
New +$200K 0.02% 329
2024
Q2 		– Sell
-3,479
Closed -$247K – 333
2024
Q1 		$247K Sell
3,479
-2,625
-43% -$109K 0.03% 291
2023
Q4 		$252K Buy
+6,104
New +$252K 0.02% 298

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

TritonPoint Wealth's MO Position: Q2 2026 in Review

TritonPoint Wealth reduced its Altria Group (MO) stake by 2.7% in Q2 2026, selling an estimated $8.1K and leaving 4,231 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #233.

TritonPoint Wealth first reported a position in MO in Q4 2023 and has held it in 9 quarters since. The position peaked at $351K in Q3 2025. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • TritonPoint Wealth held 4,231 shares of Altria Group worth $304K as of Q2 2026.
  • TritonPoint Wealth sold 116 Altria Group shares in Q2 2026, an estimated $8.1K.
  • Altria Group made up 0.03% of TritonPoint Wealth's portfolio in Q2 2026, its #233 holding.
  • TritonPoint Wealth first reported a position in Altria Group in Q4 2023 and has held it in 9 quarters since.
  • TritonPoint Wealth's Altria Group position peaked at $351K in Q3 2025.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.