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 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 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

TritonPoint Wealth's MO Position: Q1 2026 in Review

TritonPoint Wealth increased its Altria Group (MO) stake by 3% in Q1 2026, buying an estimated $8.04K and bringing the position to 4,347 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #222.

TritonPoint Wealth first reported a position in MO in Q4 2023 and has held it in 8 quarters since. The position peaked at $351K in Q3 2025. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

TritonPoint Wealth held 4,347 shares of Altria Group worth $291K as of Q1 2026.
TritonPoint Wealth bought 125 Altria Group shares in Q1 2026, an estimated $8.04K.
Altria Group made up 0.03% of TritonPoint Wealth's portfolio in Q1 2026, its #222 holding.
TritonPoint Wealth first reported a position in Altria Group in Q4 2023 and has held it in 8 quarters since.
TritonPoint Wealth's Altria Group position peaked at $351K in Q3 2025.
2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.