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Newton One Investments’s Altria Group MO Stock Holding History

Newton One Investments’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 		$30.6K Buy
426
+6
+1% +$419 0.01% 86
2026
Q1 		$27.7K Buy
420
+8
+2% +$515 0.01% 81
2025
Q4 		$23.8K Buy
412
+6
+1% +$362 0.01% 83
2025
Q3 		$26.8K Buy
406
+7
+2% +$443 0.01% 81
2025
Q2 		$23.4K Buy
399
+7
+2% +$411 0.01% 83
2025
Q1 		$23.5K Buy
392
+8
+2% +$437 0.01% 81
2024
Q4 		$20.1K Buy
+384
New +$20.5K 0.01% 80
2024
Q3 		– Sell
-369
Closed -$16.8K – 82
2024
Q2 		$16.8K Sell
369
-554
-60% -$24.6K 0.01% 81
2024
Q1 		$40.3K Buy
923
+21
+2% +$871 0.02% 68
2023
Q4 		$36.4K Buy
902
+20
+2% +$827 0.02% 72
2023
Q3 		$37.1K Buy
882
+18
+2% +$795 0.02% 71
2023
Q2 		$39.1K Buy
864
+17
+2% +$770 0.02% 72
2023
Q1 		$37.8K Hold
847
– – 0.02% 71
2022
Q4 		$38.7K Sell
847
-330
-28% -$14.9K 0.03% 67
2022
Q3 		$48K Hold
1,177
– – 0.03% 65
2022
Q2 		$49K Hold
1,177
– – 0.04% 65
2022
Q1 		$62K Hold
1,177
– – 0.05% 64
2021
Q4 		$56K Buy
1,177
+9
+0.8% +$412 0.04% 66
2021
Q3 		$53K Buy
1,168
+9
+0.8% +$435 0.04% 66
2021
Q2 		$55K Buy
1,159
+670
+137% +$32.9K 0.04% 66
2021
Q1 		$25K Buy
489
+10
+2% +$448 0.02% 57
2020
Q4 		$20K Buy
+479
New +$19.2K 0.02% 56

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

Newton One Investments's MO Position: Q2 2026 in Review

Newton One Investments increased its Altria Group (MO) stake by 1.4% in Q2 2026, buying an estimated $419 and bringing the position to 426 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #86.

Newton One Investments first reported a position in MO in Q4 2020 and has held it in 22 quarters since. The position peaked at $62K in Q1 2022. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Newton One Investments held 426 shares of Altria Group worth $30.6K as of Q2 2026.
  • Newton One Investments bought 6 Altria Group shares in Q2 2026, an estimated $419.
  • Altria Group made up 0.01% of Newton One Investments's portfolio in Q2 2026, its #86 holding.
  • Newton One Investments first reported a position in Altria Group in Q4 2020 and has held it in 22 quarters since.
  • Newton One Investments's Altria Group position peaked at $62K in Q1 2022.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.