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NewEdge Advisors’s Altria Group MO Stock Holding History

NewEdge 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 		$21.8M Sell
329,804
-25,469
-7% -$1.64M 0.08% 244
2025
Q4 		$20.5M Buy
355,273
+57,647
+19% +$3.48M 0.07% 246
2025
Q3 		$19.7M Buy
297,626
+5,790
+2% +$367K 0.09% 229
2025
Q2 		$17.1M Buy
291,836
+1,118
+0.4% +$65.7K 0.09% 237
2025
Q1 		$17.4M Buy
290,718
+23,553
+9% +$1.29M 0.1% 201
2024
Q4 		$14M Buy
267,165
+28,991
+12% +$1.54M 0.08% 239
2024
Q3 		$12.2M Buy
238,174
+38,309
+19% +$1.94M 0.08% 256
2024
Q2 		$9.1M Buy
199,865
+239
+0.1% +$10.6K 0.07% 287
2024
Q1 		$8.71M Sell
199,626
-8,805
-4% -$365K 0.08% 257
2023
Q4 		$8.41M Buy
208,431
+18,072
+9% +$747K 0.08% 239
2023
Q3 		$8M Buy
190,359
+26,197
+16% +$1.16M 0.09% 226
2023
Q2 		$7.44M Buy
164,162
+2,848
+2% +$129K 0.08% 234
2023
Q1 		$7.26M Buy
161,314
+4,048
+3% +$186K 0.09% 227
2022
Q4 		$3.31M Buy
157,266
+16,632
+12% +$753K 0.09% 243
2022
Q3 		$5.68M Sell
140,634
-4,995
-3% -$218K 0.09% 219
2022
Q2 		$6.08M Buy
145,629
+18,504
+15% +$958K 0.1% 201
2022
Q1 		$6.64M Sell
127,125
-809
-0.6% -$41.2K 0.11% 193
2021
Q4 		$6.06M Buy
127,934
+66,809
+109% +$3.06M 0.09% 214
2021
Q3 		$2.78M Buy
61,125
+6,605
+12% +$319K 0.07% 256
2021
Q2 		$2.6M Buy
54,520
+1,103
+2% +$54.2K 0.07% 261
2021
Q1 		$2.73M Sell
53,417
-27,734
-34% -$1.24M 0.08% 235
2020
Q4 		$3.33M Buy
81,151
+693
+0.9% +$27.8K 0.11% 184
2020
Q3 		$3.11M Sell
80,458
-5,597
-7% -$233K 0.11% 189
2020
Q2 		$3.38M Buy
86,055
+11,117
+15% +$434K 0.13% 156
2020
Q1 		$2.9M Buy
74,938
+35,595
+90% +$1.58M 0.14% 146
2019
Q4 		$1.96M Sell
39,343
-3,230
-8% -$152K 0.08% 248
2019
Q3 		$1.76M Buy
42,573
+4,541
+12% +$209K 0.08% 241
2019
Q2 		$1.8M Sell
38,032
-5,211
-12% -$273K 0.11% 187
2019
Q1 		$2.48M Sell
43,243
-5,940
-12% -$304K 0.16% 148
2018
Q4 		$2.42K Sell
49,183
-38,064
-44% -$2.21M 0.16% 131
2018
Q3 		$5.26M Sell
87,247
-59
-0.1% -$3.5K 0.4% 67
2018
Q2 		$4.88K Buy
87,306
+13,836
+19% +$798K 0.45% 61
2018
Q1 		$4.45M Buy
73,470
+11,950
+19% +$791K 0.51% 53
2017
Q4 		$4.33M Sell
61,520
-5,461
-8% -$366K 0.58% 48
2017
Q3 		$4.26M Buy
66,981
+1,123
+2% +$74.9K 0.66% 45
2017
Q2 		$4.85M Sell
65,858
-3,388
-5% -$248K 0.83% 37
2017
Q1 		$4.99M Buy
69,246
+12,250
+21% +$887K 1.14% 27
2016
Q4 		$3.86M Sell
56,996
-972
-2% -$62.6K 1.07% 31
2016
Q3 		$3.66M Buy
57,968
+29,331
+102% +$1.95M 1.16% 36
2016
Q2 		$1.97M Buy
28,637
+24,968
+681% +$1.6M 0.81% 37
2016
Q1 		$231K Buy
+3,669
New +$222K 0.19% 46

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

NewEdge Advisors's MO Position: Q1 2026 in Review

NewEdge Advisors reduced its Altria Group (MO) stake by 7.2% in Q1 2026, selling an estimated $1.64M and leaving 329,804 shares worth $21.8M. The position accounts for 0.08% of the portfolio, ranked #244.

NewEdge Advisors first reported a position in MO in Q1 2016 and has held it in 41 quarters since. 2,486 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • NewEdge Advisors held 329,804 shares of Altria Group worth $21.8M as of Q1 2026.
  • NewEdge Advisors sold 25,469 Altria Group shares in Q1 2026, an estimated $1.64M.
  • Altria Group made up 0.08% of NewEdge Advisors's portfolio in Q1 2026, its #244 holding.
  • NewEdge Advisors first reported a position in Altria Group in Q1 2016 and has held it in 41 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.