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Turning Point Benefit Group’s Altria Group MO Stock Holding History

Turning Point Benefit Group’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 		– Sell
-159
Closed -$9.17K – 521
2025
Q4 		$9.17K Buy
159
+126
+382% +$7.61K ﹤0.01% 246
2025
Q3 		$2.19K Buy
+33
New +$2.09K ﹤0.01% 292

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Turning Point Benefit Group's MO Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Altria Group (MO) in Q1 2026, closing a stake of 159 shares — an estimated $9.17K sold.

Turning Point Benefit Group first reported a position in MO in Q3 2025 and held it in 2 quarters. The position peaked at $9.17K in Q4 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 159 Altria Group shares in Q1 2026, an estimated $9.17K.
  • Turning Point Benefit Group first reported a position in Altria Group in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Altria Group position peaked at $9.17K in Q4 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.