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New Age Alpha Advisors’s Altria Group MO Stock Holding History

New Age Alpha Advisors’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 		$3.34M Sell
50,589
-5,459
-10% -$351K 0.16% 189
2025
Q4 		$3.23M Buy
56,048
+1,113
+2% +$67.2K 0.14% 209
2025
Q3 		$3.63M Sell
54,935
-658
-1% -$41.7K 0.15% 178
2025
Q2 		$3.26M Sell
55,593
-19,332
-26% -$1.14M 0.14% 209
2025
Q1 		$4.5M Sell
74,925
-111,730
-60% -$6.1M 0.2% 144
2024
Q4 		$9.76M Buy
186,655
+186,329
+57,156% +$9.93M 0.39% 56
2024
Q3 		$16.6K Buy
+326
New +$16.5K 0.01% 125

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

New Age Alpha Advisors's MO Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Altria Group (MO) stake by 9.7% in Q1 2026, selling an estimated $351K and leaving 50,589 shares worth $3.34M. The position accounts for 0.16% of the portfolio, ranked #189.

New Age Alpha Advisors first reported a position in MO in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.76M in Q4 2024. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • New Age Alpha Advisors held 50,589 shares of Altria Group worth $3.34M as of Q1 2026.
  • New Age Alpha Advisors sold 5,459 Altria Group shares in Q1 2026, an estimated $351K.
  • Altria Group made up 0.16% of New Age Alpha Advisors's portfolio in Q1 2026, its #189 holding.
  • New Age Alpha Advisors first reported a position in Altria Group in Q3 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Altria Group position peaked at $9.76M in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.