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MassMutual Private Wealth & Trust’s Altria Group MO Stock Holding History

MassMutual Private Wealth & Trust’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 		$6.35M Sell
88,262
-1,422
-2% -$99.3K 0.16% 114
2026
Q1 		$5.92M Buy
89,684
+137
+0.2% +$8.81K 0.16% 115
2025
Q4 		$5.16M Sell
89,547
-1,629
-2% -$98.4K 0.13% 130
2025
Q3 		$6.02M Sell
91,176
-1,160
-1% -$73.5K 0.15% 123
2025
Q2 		$5.41M Sell
92,336
-1,424
-2% -$83.6K 0.14% 130
2025
Q1 		$5.63M Buy
93,760
+1,995
+2% +$109K 0.16% 127
2024
Q4 		$4.8M Buy
91,765
+2,948
+3% +$157K 0.13% 132
2024
Q3 		$4.53M Buy
88,817
+2,961
+3% +$150K 0.13% 148
2024
Q2 		$3.91M Buy
85,856
+2,162
+3% +$95.9K 0.12% 155
2024
Q1 		$3.65M Sell
83,694
-1,061
-1% -$44K 0.11% 157
2023
Q4 		$3.42M Sell
84,755
-16,122
-16% -$667K 0.11% 162
2023
Q3 		$4.24M Sell
100,877
-166
-0.2% -$7.33K 0.16% 129
2023
Q2 		$4.58M Sell
101,043
-4,990
-5% -$226K 0.16% 123
2023
Q1 		$4.73M Buy
106,033
+2,016
+2% +$92.7K 0.18% 124
2022
Q4 		$4.75M Sell
104,017
-73,408
-41% -$3.33M 0.2% 125
2022
Q3 		$7.16M Sell
177,425
-328
-0.2% -$14.3K 0.33% 83
2022
Q2 		$7.42M Sell
177,753
-3,692
-2% -$191K 0.32% 83
2022
Q1 		$9.48M Sell
181,445
-8,226
-4% -$419K 0.36% 75
2021
Q4 		$8.99M Sell
189,671
-2,365
-1% -$108K 0.33% 83
2021
Q3 		$8.74M Buy
192,036
+2,011
+1% +$97.1K 0.36% 75
2021
Q2 		$9.06M Buy
190,025
+6,524
+4% +$321K 0.38% 71
2021
Q1 		$9.39M Buy
183,501
+22,187
+14% +$994K 0.44% 54
2020
Q4 		$6.61M Sell
161,314
-27,166
-14% -$1.09M 0.34% 81
2020
Q3 		$7.28M Buy
188,480
+5,834
+3% +$243K 0.43% 61
2020
Q2 		$7.17M Buy
182,646
+26,147
+17% +$1.02M 0.46% 53
2020
Q1 		$6.05M Buy
156,499
+15,527
+11% +$689K 0.48% 53
2019
Q4 		$7.04M Sell
140,972
-504
-0.4% -$23.8K 0.43% 59
2019
Q3 		$5.79M Buy
141,476
+24,011
+20% +$1.1M 0.39% 66
2019
Q2 		$5.56M Buy
117,465
+26,294
+29% +$1.38M 0.38% 69
2019
Q1 		$5.24M Buy
91,171
+5,689
+7% +$291K 0.38% 71
2018
Q4 		$4.22M Sell
85,482
-2,590
-3% -$150K 0.36% 73
2018
Q3 		$5.31M Sell
88,072
-1,189
-1% -$70.6K 0.39% 64
2018
Q2 		$5.07M Buy
89,261
+347
+0.4% +$20K 0.4% 58
2018
Q1 		$5.54M Sell
88,914
-212
-0.2% -$14K 0.46% 51
2017
Q4 		$6.36M Buy
89,126
+3,832
+4% +$257K 0.53% 48
2017
Q3 		$5.41M Buy
85,294
+14,062
+20% +$937K 0.45% 58
2017
Q2 		$5.3M Buy
71,232
+6,197
+10% +$453K 0.47% 56
2017
Q1 		$4.64M Buy
65,035
+15,123
+30% +$1.09M 0.44% 65
2016
Q4 		$3.38M Buy
+49,912
New +$3.21M 0.41% 71
2016
Q2 		$2.36M Buy
34,221
+7,620
+29% +$488K 0.3% 98
2016
Q1 		$1.67M Buy
26,601
+2,410
+10% +$146K 0.22% 124
2015
Q4 		$1.41M Buy
24,191
+10,135
+72% +$587K 0.2% 132
2015
Q3 		$646K Buy
14,056
+1,360
+11% +$72.9K 0.14% 160
2015
Q2 		$532K Sell
12,696
-4,079
-24% -$207K 0.12% 170
2015
Q1 		$839K Buy
16,775
+2,076
+14% +$110K 0.14% 163
2014
Q4 		$724K Buy
14,699
+643
+5% +$31.3K 0.23% 112
2014
Q3 		$646K Buy
14,056
+2,345
+20% +$100K 0.13% 158
2014
Q2 		$491K Buy
11,711
+5,550
+90% +$223K 0.19% 108
2014
Q1 		$231K Buy
6,161
+2,449
+66% +$89K 0.13% 122
2013
Q4 		$143K Buy
+3,712
New +$137K 0.13% 122

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MassMutual Private Wealth & Trust's MO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Altria Group (MO) stake by 1.6% in Q2 2026, selling an estimated $99.3K and leaving 88,262 shares worth $6.35M. The position accounts for 0.16% of the portfolio, ranked #114.

MassMutual Private Wealth & Trust first reported a position in MO in Q4 2013 and has held it in 50 quarters since. The position peaked at $9.48M in Q1 2022. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 88,262 shares of Altria Group worth $6.35M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,422 Altria Group shares in Q2 2026, an estimated $99.3K.
  • Altria Group made up 0.16% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #114 holding.
  • MassMutual Private Wealth & Trust first reported a position in Altria Group in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Altria Group position peaked at $9.48M in Q1 2022.
  • 1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.