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North Ridge Wealth Advisors’s Altria Group MO Stock Holding History

North Ridge Wealth 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 		$6.6K Hold
100
– – ﹤0.01% 149
2025
Q4 		$5.77K Hold
100
– – ﹤0.01% 135
2025
Q3 		$6.61K Hold
100
– – ﹤0.01% 140
2025
Q2 		$5.86K Hold
100
– – ﹤0.01% 131
2025
Q1 		$6K Buy
+100
New +$5.46K ﹤0.01% 121

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

North Ridge Wealth Advisors's MO Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Altria Group (MO) position steady in Q1 2026 at 100 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #149.

North Ridge Wealth Advisors first reported a position in MO in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.61K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • North Ridge Wealth Advisors held 100 shares of Altria Group worth $6.6K as of Q1 2026.
  • North Ridge Wealth Advisors left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #149 holding.
  • North Ridge Wealth Advisors first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • North Ridge Wealth Advisors's Altria Group position peaked at $6.61K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.