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New York Life Investment Management’s Altria Group MO Stock Holding History

New York Life 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
Q1 		$15.1M Buy
229,321
+3,019
+1% +$194K 0.13% 146
2025
Q4 		$13M Buy
226,302
+2,025
+0.9% +$122K 0.11% 152
2025
Q3 		$14.8M Sell
224,277
-1,010
-0.4% -$64K 0.13% 139
2025
Q2 		$13.2M Buy
225,287
+2,434
+1% +$143K 0.12% 154
2025
Q1 		$13.4M Buy
222,853
+1,392
+0.6% +$76K 0.14% 142
2024
Q4 		$11.6M Buy
221,461
+424
+0.2% +$22.6K 0.11% 161
2024
Q3 		$11.3M Sell
221,037
-8,984
-4% -$454K 0.11% 174
2024
Q2 		$10.5M Sell
230,021
-4,771
-2% -$212K 0.11% 178
2024
Q1 		$10.2M Sell
234,792
-3,411
-1% -$141K 0.1% 182
2023
Q4 		$9.61M Sell
238,203
-55,721
-19% -$2.3M 0.1% 183
2023
Q3 		$12.4M Sell
293,924
-7,093
-2% -$313K 0.13% 144
2023
Q2 		$13.6M Sell
301,017
-1,351
-0.4% -$61.2K 0.14% 141
2023
Q1 		$13.5M Buy
302,368
+1,736
+0.6% +$79.8K 0.15% 148
2022
Q4 		$13.7M Sell
300,632
-2,317
-0.8% -$105K 0.16% 149
2022
Q3 		$12.2M Sell
302,949
-3,525
-1% -$154K 0.15% 149
2022
Q2 		$12.8M Buy
+306,474
New +$15.9M 0.15% 148
2015
Q4 		– Sell
-8,100
Closed -$441K – 161
2015
Q3 		$441K Hold
8,100
– – 0.04% 93
2015
Q2 		$396K Hold
8,100
– – 0.04% 119
2015
Q1 		$405K Buy
8,100
+800
+11% +$42.5K 0.05% 119
2014
Q4 		$360K Hold
7,300
– – 0.04% 134
2014
Q3 		$335K Hold
7,300
– – 0.06% 118
2014
Q2 		$306K Buy
7,300
+7,100
+3,550% +$286K 0.05% 122
2014
Q1 		$7K Hold
200
– – ﹤0.01% 166
2013
Q4 		$8K Hold
200
– – ﹤0.01% 148
2013
Q3 		$7K Buy
+200
New +$7.05K ﹤0.01% 154

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 York Life Investment Management's MO Position: Q1 2026 in Review

New York Life Investment Management increased its Altria Group (MO) stake by 1.3% in Q1 2026, buying an estimated $194K and bringing the position to 229,321 shares worth $15.1M. The position accounts for 0.13% of the portfolio, ranked #146.

New York Life Investment Management first reported a position in MO in Q3 2013 and has held it in 25 quarters since. 2,491 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • New York Life Investment Management held 229,321 shares of Altria Group worth $15.1M as of Q1 2026.
  • New York Life Investment Management bought 3,019 Altria Group shares in Q1 2026, an estimated $194K.
  • Altria Group made up 0.13% of New York Life Investment Management's portfolio in Q1 2026, its #146 holding.
  • New York Life Investment Management first reported a position in Altria Group in Q3 2013 and has held it in 25 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.