Next Level Private’s Altria Group MO Stock Holding History

Next Level Private’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	$3M	Buy	41,700 +237	+0.6%	+$16.5K	0.59%	36
2026 Q1	$2.74M	Buy	41,463 +3,976	+11%	+$256K	0.62%	36
2025 Q4	$2.16M	Buy	37,487 +200	+0.5%	+$12.1K	0.57%	39
2025 Q3	$2.44M	Buy	37,287 +25	+0.1%	+$1.58K	0.71%	35
2025 Q2	$2.18M	Buy	37,262 +224	+0.6%	+$13.2K	0.71%	34
2025 Q1	$2.22M	Buy	37,038 +275	+0.7%	+$15K	0.83%	33
2024 Q4	$1.92M	Buy	36,763 +278	+0.8%	+$14.8K	0.78%	35
2024 Q3	$1.86M	Buy	36,485 +2,436	+7%	+$123K	0.76%	35
2024 Q2	$1.55M	Buy	34,049 +246	+0.7%	+$10.9K	0.71%	38
2024 Q1	$1.47M	Buy	33,803 +284	+0.8%	+$11.8K	0.68%	41
2023 Q4	$1.35M	Buy	33,519 +4,084	+14%	+$169K	0.77%	38
2023 Q3	$1.22M	Hold	29,435	–	–	0.81%	35
2023 Q2	$1.32M	Buy	29,435 +314	+1%	+$14.2K	0.86%	29
2023 Q1	$1.3M	Buy	29,121 +1,074	+4%	+$49.4K	1.02%	28
2022 Q4	$1.29M	Buy	28,047 +1,006	+4%	+$45.6K	0.95%	27
2022 Q3	$1.16M	Buy	+27,041	New	+$1.18M	1.02%	26
2022 Q2	–	Sell	-23,425	Closed	-$1.22M	–	169
2022 Q1	$1.22M	Buy	23,425 +1,046	+5%	+$53.3K	0.99%	28
2021 Q4	$1.06M	Buy	+22,379	New	+$1.03M	0.89%	28

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Next Level Private's MO Position: Q2 2026 in Review

Next Level Private increased its Altria Group (MO) stake by 0.57% in Q2 2026, buying an estimated $16.5K and bringing the position to 41,700 shares worth $3M. The position accounts for 0.59% of the portfolio, ranked #36.

Next Level Private first reported a position in MO in Q4 2021 and has held it in 18 quarters since. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Next Level Private held 41,700 shares of Altria Group worth $3M as of Q2 2026.
Next Level Private bought 237 Altria Group shares in Q2 2026, an estimated $16.5K.
Altria Group made up 0.59% of Next Level Private's portfolio in Q2 2026, its #36 holding.
Next Level Private first reported a position in Altria Group in Q4 2021 and has held it in 18 quarters since.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.