New England Capital Financial Advisors’s Altria Group MO Stock Holding History

New England Capital Financial 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	$74.7K	Buy	1,038 +14	+1%	+$977	0.02%	106
2026 Q1	$67.6K	Buy	1,024 +17	+2%	+$1.09K	0.02%	109
2025 Q4	$58.1K	Buy	1,007 +15	+2%	+$906	0.02%	125
2025 Q3	$65.6K	Buy	992 +15	+2%	+$950	0.03%	108
2025 Q2	$57.3K	Sell	977 -762	-44%	-$44.8K	0.03%	113
2025 Q1	$104K	Buy	1,739 +32	+2%	+$1.75K	0.05%	78
2024 Q4	$89.3K	Buy	1,707 +32	+2%	+$1.71K	0.04%	88
2024 Q3	$85.5K	Buy	1,675 +33	+2%	+$1.67K	0.04%	87
2024 Q2	$74.8K	Buy	1,642 +34	+2%	+$1.51K	0.04%	87
2024 Q1	$70.2K	Buy	1,608 +34	+2%	+$1.41K	0.04%	92
2023 Q4	$63.5K	Buy	1,574 +34	+2%	+$1.41K	0.04%	102
2023 Q3	$64.8K	Buy	1,540 +28	+2%	+$1.24K	0.04%	96
2023 Q2	$68.5K	Buy	1,512 +28	+2%	+$1.27K	0.05%	95
2023 Q1	$66.2K	Hold	1,484	–	–	0.05%	96
2022 Q4	$66.7K	Buy	+1,484	New	+$67.2K	0.05%	98

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

New England Capital Financial Advisors's MO Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Altria Group (MO) stake by 1.4% in Q2 2026, buying an estimated $977 and bringing the position to 1,038 shares worth $74.7K. The position accounts for 0.02% of the portfolio, ranked #106.

New England Capital Financial Advisors first reported a position in MO in Q4 2022 and has held it in 15 quarters since. The position peaked at $104K in Q1 2025. 1,103 funds tracked by Wall St. Rank hold MO as of Q2 2026.

New England Capital Financial Advisors held 1,038 shares of Altria Group worth $74.7K as of Q2 2026.
New England Capital Financial Advisors bought 14 Altria Group shares in Q2 2026, an estimated $977.
Altria Group made up 0.02% of New England Capital Financial Advisors's portfolio in Q2 2026, its #106 holding.
New England Capital Financial Advisors first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Altria Group position peaked at $104K in Q1 2025.
1,103 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.