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Northeast Financial Consultants’s Altria Group MO Stock Holding History

Northeast Financial Consultants’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
2025
Q2 		$2.13M Hold
36,287
– – 0.09% 104
2025
Q1 		$2.18M Hold
36,287
– – 0.1% 102
2024
Q4 		$1.9M Hold
36,287
– – 0.08% 106
2024
Q3 		$1.85M Buy
36,287
+1,000
+3% +$50.5K 0.08% 108
2024
Q2 		$1.61M Hold
35,287
– – 0.07% 111
2024
Q1 		$1.54M Sell
35,287
-525
-1% -$21.8K 0.08% 116
2023
Q4 		$1.44M Hold
35,812
– – 0.08% 118
2023
Q3 		$1.51M Buy
35,812
+1
+0% +$44 0.09% 114
2023
Q2 		$1.62M Sell
35,811
-103
-0.3% -$4.67K 0.1% 111
2023
Q1 		$1.6M Sell
35,914
-2,308
-6% -$106K 0.1% 108
2022
Q4 		$1.75M Hold
38,222
– – 0.12% 104
2022
Q3 		$1.54M Buy
38,222
+444
+1% +$19.4K 0.11% 108
2022
Q2 		$1.58M Sell
37,778
-3,025
-7% -$157K 0.11% 108
2022
Q1 		$2.13M Buy
40,803
+3,191
+8% +$163K 0.12% 102
2021
Q4 		$1.78M Buy
37,612
+1,066
+3% +$48.8K 0.11% 105
2021
Q3 		$1.66M Buy
36,546
+1,700
+5% +$82.1K 0.11% 108
2021
Q2 		$1.66M Sell
34,846
-2,835
-8% -$139K 0.11% 110
2021
Q1 		$1.93M Buy
37,681
+1
+0% +$45 0.15% 90
2020
Q4 		$1.54M Sell
37,680
-201
-0.5% -$8.07K 0.13% 99
2020
Q3 		$1.46M Sell
37,881
-1,094
-3% -$45.5K 0.13% 96
2020
Q2 		$1.53M Sell
38,975
-237
-0.6% -$9.25K 0.15% 89
2020
Q1 		$1.52M Sell
39,212
-597
-1% -$26.5K 0.17% 79
2019
Q4 		$1.99M Sell
39,809
-2,301
-5% -$109K 0.18% 82
2019
Q3 		$1.72M Sell
42,110
-38
-0.1% -$1.75K 0.18% 93
2019
Q2 		$2M Sell
42,148
-997
-2% -$52.2K 0.2% 79
2019
Q1 		$2.48M Buy
43,145
+943
+2% +$48.2K 0.28% 60
2018
Q4 		$2.08M Buy
+42,202
New +$2.45M 0.29% 62

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northeast Financial Consultants's MO Position: Q2 2025 in Review

Northeast Financial Consultants held its Altria Group (MO) position steady in Q2 2025 at 36,287 shares worth $2.13M. The position accounts for 0.09% of the portfolio, ranked #104.

Northeast Financial Consultants first reported a position in MO in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.48M in Q1 2019. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Northeast Financial Consultants held 36,287 shares of Altria Group worth $2.13M as of Q2 2025.
  • Northeast Financial Consultants left its Altria Group share count unchanged in Q2 2025.
  • Altria Group made up 0.09% of Northeast Financial Consultants's portfolio in Q2 2025, its #104 holding.
  • Northeast Financial Consultants first reported a position in Altria Group in Q4 2018 and has held it in 27 quarters since.
  • Northeast Financial Consultants's Altria Group position peaked at $2.48M in Q1 2019.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.