NIM
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NEOS Investment Management’s Altria Group MO Stock Holding History

NEOS Investment Management’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 		$19.8M Buy
275,042
+23,932
+10% +$1.67M 0.07% 189
2026
Q1 		$16.6M Buy
251,110
+12,573
+5% +$809K 0.08% 184
2025
Q4 		$13.8M Buy
238,537
+39,528
+20% +$2.39M 0.08% 188
2025
Q3 		$13.1M Buy
199,009
+64,870
+48% +$4.11M 0.1% 172
2025
Q2 		$7.86M Buy
134,139
+735
+0.6% +$43.2K 0.1% 175
2025
Q1 		$8.01M Buy
133,404
+25,021
+23% +$1.37M 0.15% 143
2024
Q4 		$5.67M Buy
108,383
+26,033
+32% +$1.39M 0.13% 144
2024
Q3 		$4.2M Buy
82,350
+17,052
+26% +$862K 0.13% 153
2024
Q2 		$2.97M Buy
65,298
+20,916
+47% +$928K 0.12% 153
2024
Q1 		$1.94M Buy
44,382
+19,311
+77% +$801K 0.12% 160
2023
Q4 		$1.01M Buy
25,071
+7,142
+40% +$295K 0.1% 185
2023
Q3 		$754K Buy
+17,929
New +$792K 0.1% 177

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NEOS Investment Management's MO Position: Q2 2026 in Review

NEOS Investment Management increased its Altria Group (MO) stake by 9.5% in Q2 2026, buying an estimated $1.67M and bringing the position to 275,042 shares worth $19.8M. The position accounts for 0.07% of the portfolio, ranked #189.

NEOS Investment Management first reported a position in MO in Q3 2023 and has held it in 12 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • NEOS Investment Management held 275,042 shares of Altria Group worth $19.8M as of Q2 2026.
  • NEOS Investment Management bought 23,932 Altria Group shares in Q2 2026, an estimated $1.67M.
  • Altria Group made up 0.07% of NEOS Investment Management's portfolio in Q2 2026, its #189 holding.
  • NEOS Investment Management first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.