N.E.W. Advisory Services’s Altria Group MO Stock Holding History

N.E.W. Advisory Services’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	$777K	Buy	10,792 +18	+0.2%	+$1.26K	0.05%	121
2026 Q1	$711K	Buy	10,774 +3,651	+51%	+$235K	0.05%	120
2025 Q4	$411K	Buy	7,123 +436	+7%	+$26.3K	0.03%	148
2025 Q3	$442K	Buy	6,687 +92	+1%	+$5.83K	0.04%	123
2025 Q2	$387K	Buy	6,595 +1,117	+20%	+$65.6K	0.04%	130
2025 Q1	$329K	Buy	5,478 +334	+6%	+$18.2K	0.03%	162
2024 Q4	$269K	Buy	5,144 +23	+0.4%	+$1.23K	0.03%	164
2024 Q3	$261K	Sell	5,121 -170	-3%	-$8.59K	0.03%	163
2024 Q2	$241K	Sell	5,291 -481	-8%	-$21.3K	0.03%	155
2024 Q1	$252K	Buy	5,772 +536	+10%	+$22.2K	0.03%	149
2023 Q4	$211K	Sell	5,236 -1,521	-23%	-$62.9K	0.03%	155
2023 Q3	$284K	Sell	6,757 -830	-11%	-$36.7K	0.04%	123
2023 Q2	$344K	Buy	+7,587	New	+$344K	0.05%	102
2022 Q3	–	Sell	-5,101	Closed	-$213K	–	131
2022 Q2	$213K	Sell	5,101 -333	-6%	-$17.2K	0.04%	122
2022 Q1	$278K	Buy	5,434 +436	+9%	+$22.2K	0.05%	108
2021 Q4	$237K	Sell	4,998 -79	-2%	-$3.62K	0.04%	126
2021 Q3	$231K	Sell	5,077 -48	-0.9%	-$2.32K	0.04%	124
2021 Q2	$244K	Sell	5,125 -309	-6%	-$15.2K	0.04%	121
2021 Q1	$277K	Sell	5,434 -195	-3%	-$8.74K	0.05%	110
2020 Q4	$230K	Sell	5,629 -291	-5%	-$11.7K	0.05%	121
2020 Q3	$229K	Buy	5,920 +536	+10%	+$22.3K	0.06%	87
2020 Q2	$211K	Buy	+5,384	New	+$210K	0.07%	80
2019 Q4	$371K	Buy	+7,430	New	+$350K	0.12%	65

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

N.E.W. Advisory Services's MO Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Altria Group (MO) stake by 0.17% in Q2 2026, buying an estimated $1.26K and bringing the position to 10,792 shares worth $777K. The position accounts for 0.05% of the portfolio, ranked #121.

N.E.W. Advisory Services first reported a position in MO in Q4 2019 and has held it in 23 quarters since. 1,615 funds tracked by Wall St. Rank hold MO as of Q2 2026.

N.E.W. Advisory Services held 10,792 shares of Altria Group worth $777K as of Q2 2026.
N.E.W. Advisory Services bought 18 Altria Group shares in Q2 2026, an estimated $1.26K.
Altria Group made up 0.05% of N.E.W. Advisory Services's portfolio in Q2 2026, its #121 holding.
N.E.W. Advisory Services first reported a position in Altria Group in Q4 2019 and has held it in 23 quarters since.
1,615 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.