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 Q3	$347K	Buy	5,155 +924	+22%	+$64.2K	0.03%	219
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

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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TritonPoint Wealth's MO Position: Q3 2026 in Review

TritonPoint Wealth increased its Altria Group (MO) stake by 22% in Q3 2026, buying an estimated $64.2K and bringing the position to 5,155 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #219.

TritonPoint Wealth first reported a position in MO in Q4 2023 and has held it in 10 quarters since. The position peaked at $351K in Q3 2025. 1,516 funds tracked by Wall St. Rank hold MO as of Q3 2026.

TritonPoint Wealth held 5,155 shares of Altria Group worth $347K as of Q3 2026.
TritonPoint Wealth bought 924 Altria Group shares in Q3 2026, an estimated $64.2K.
Altria Group made up 0.03% of TritonPoint Wealth's portfolio in Q3 2026, its #219 holding.
TritonPoint Wealth first reported a position in Altria Group in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Altria Group position peaked at $351K in Q3 2025.
1,516 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.