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NewEdge Wealth’s Altria Group MO Stock Holding History

NewEdge Wealth’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 		$4.3M Sell
59,746
-3,574
-6% -$249K 0.04% 274
2026
Q1 		$4.18M Sell
63,320
-6,354
-9% -$409K 0.05% 256
2025
Q4 		$4.02M Buy
69,674
+14,306
+26% +$864K 0.05% 284
2025
Q3 		$3.16M Buy
55,368
+1,943
+4% +$123K 0.05% 299
2025
Q2 		$3.4M Buy
53,425
+4,281
+9% +$251K 0.05% 274
2025
Q1 		$2.95M Buy
49,144
+629
+1% +$34.3K 0.05% 273
2024
Q4 		$2.54M Buy
48,515
+1,221
+3% +$65K 0.04% 304
2024
Q3 		$2.41M Buy
47,294
+2,215
+5% +$112K 0.04% 315
2024
Q2 		$2.05M Sell
45,079
-1,112
-2% -$49.3K 0.04% 322
2024
Q1 		$2.03M Buy
46,191
+5,225
+13% +$217K 0.05% 321
2023
Q4 		$1.65M Buy
40,966
+969
+2% +$40.1K 0.04% 327
2023
Q3 		$1.68M Buy
39,997
+1,316
+3% +$58.1K 0.05% 288
2023
Q2 		$1.75M Buy
38,681
+733
+2% +$33.2K 0.06% 274
2023
Q1 		$1.69M Buy
37,948
+1,151
+3% +$52.9K 0.06% 251
2022
Q4 		$1.68M Buy
36,797
+895
+2% +$40.5K 0.07% 235
2022
Q3 		$1.45M Buy
35,902
+4,728
+15% +$206K 0.07% 233
2022
Q2 		$1.3M Buy
+31,174
New +$1.61M 0.06% 257

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

NewEdge Wealth's MO Position: Q2 2026 in Review

NewEdge Wealth reduced its Altria Group (MO) stake by 5.6% in Q2 2026, selling an estimated $249K and leaving 59,746 shares worth $4.3M. The position accounts for 0.04% of the portfolio, ranked #274.

NewEdge Wealth first reported a position in MO in Q2 2022 and has held it in 17 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • NewEdge Wealth held 59,746 shares of Altria Group worth $4.3M as of Q2 2026.
  • NewEdge Wealth sold 3,574 Altria Group shares in Q2 2026, an estimated $249K.
  • Altria Group made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #274 holding.
  • NewEdge Wealth first reported a position in Altria Group in Q2 2022 and has held it in 17 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.