Princeton Global Asset Management’s Altria Group MO Stock Holding History

Princeton Global Asset Management’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	$296K	Sell	4,114 -739	-15%	-$51.6K	0.04%	178
2026 Q1	$320K	Sell	4,853 -3,020	-38%	-$194K	0.05%	162
2025 Q4	$454K	Buy	7,873 +362	+5%	+$21.9K	0.07%	140
2025 Q3	$496K	Buy	7,511 +1,600	+27%	+$101K	0.08%	130
2025 Q2	$347K	Sell	5,911 -1,339	-18%	-$78.6K	0.06%	154
2025 Q1	$435K	Buy	7,250 +1,589	+28%	+$86.8K	0.09%	133
2024 Q4	$296K	Hold	5,661	–	–	0.06%	159
2024 Q3	$289K	Hold	5,661	–	–	0.06%	163
2024 Q2	$258K	Hold	5,661	–	–	0.06%	151
2024 Q1	$247K	Sell	5,661 -200	-3%	-$8.29K	0.06%	147
2023 Q4	$236K	Sell	5,861 -500	-8%	-$20.7K	0.06%	151
2023 Q3	$267K	Sell	6,361 -1,200	-16%	-$53K	0.08%	140
2023 Q2	$343K	Sell	7,561 -10,333	-58%	-$468K	0.1%	122
2023 Q1	$798K	Hold	17,894	–	–	0.23%	88
2022 Q4	$818K	Hold	17,894	–	–	0.26%	84
2022 Q3	$723K	Hold	17,894	–	–	0.25%	89
2022 Q2	$747K	Hold	17,894	–	–	0.24%	91
2022 Q1	$935K	Hold	17,894	–	–	0.26%	88
2021 Q4	$848K	Hold	17,894	–	–	0.24%	97
2021 Q3	$815K	Hold	17,894	–	–	0.25%	98
2021 Q2	$853K	Sell	17,894 -154	-0.9%	-$7.57K	0.26%	94
2021 Q1	$923K	Sell	18,048 -3,273	-15%	-$147K	0.3%	90
2020 Q4	$874K	Buy	21,321 +3,273	+18%	+$131K	0.31%	86
2020 Q3	$697K	Buy	18,048 +800	+5%	+$33.3K	0.28%	96
2020 Q2	$676K	Buy	17,248 +16,400	+1,934%	+$640K	0.21%	119
2020 Q1	$33K	Buy	848 +348	+70%	+$15.4K	0.01%	258
2019 Q4	$25	Hold	500	–	–	0.01%	311
2019 Q3	$21K	Sell	500 -762	-60%	-$35.1K	0.01%	265
2019 Q2	$60K	Sell	1,262 -4,688	-79%	-$246K	0.04%	203
2019 Q1	$341K	Buy	5,950 +624	+12%	+$31.9K	0.23%	106
2018 Q4	$263K	Buy	+5,326	New	+$309K	0.23%	102

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Princeton Global Asset Management's MO Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Altria Group (MO) stake by 15% in Q2 2026, selling an estimated $51.6K and leaving 4,114 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #178.

Princeton Global Asset Management first reported a position in MO in Q4 2018 and has held it in 31 quarters since. The position peaked at $935K in Q1 2022. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Princeton Global Asset Management held 4,114 shares of Altria Group worth $296K as of Q2 2026.
Princeton Global Asset Management sold 739 Altria Group shares in Q2 2026, an estimated $51.6K.
Altria Group made up 0.04% of Princeton Global Asset Management's portfolio in Q2 2026, its #178 holding.
Princeton Global Asset Management first reported a position in Altria Group in Q4 2018 and has held it in 31 quarters since.
Princeton Global Asset Management's Altria Group position peaked at $935K in Q1 2022.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.