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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
Q2 		$1.48M Sell
20,537
-30,052
-59% -$2.1M 0.06% 369
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 $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

New Age Alpha Advisors's MO Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Altria Group (MO) stake by 59% in Q2 2026, selling an estimated $2.1M and leaving 20,537 shares worth $1.48M. The position accounts for 0.06% of the portfolio, ranked #369.

New Age Alpha Advisors first reported a position in MO in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.76M in Q4 2024. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • New Age Alpha Advisors held 20,537 shares of Altria Group worth $1.48M as of Q2 2026.
  • New Age Alpha Advisors sold 30,052 Altria Group shares in Q2 2026, an estimated $2.1M.
  • Altria Group made up 0.06% of New Age Alpha Advisors's portfolio in Q2 2026, its #369 holding.
  • New Age Alpha Advisors first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's Altria Group position peaked at $9.76M in Q4 2024.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.