AIM
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Allen Investment Management’s Altria Group MO Stock Holding History

Allen Investment 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 		$3.48M Hold
48,372
– – 0.04% 116
2026
Q1 		$3.19M Hold
48,372
– – 0.04% 112
2025
Q4 		$2.79M Buy
+48,372
New +$2.92M 0.03% 116
2020
Q2 		– Sell
-9,623
Closed -$372K – 179
2020
Q1 		$372K Hold
9,623
– – 0.01% 136
2019
Q4 		$480K Hold
9,623
– – 0.01% 126
2019
Q3 		$394K Sell
9,623
-932
-9% -$42.9K 0.01% 153
2019
Q2 		$500K Sell
10,555
-21
-0.2% -$1.1K 0.01% 140
2019
Q1 		$607K Buy
+10,576
New +$541K 0.02% 128

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

Allen Investment Management's MO Position: Q2 2026 in Review

Allen Investment Management held its Altria Group (MO) position steady in Q2 2026 at 48,372 shares worth $3.48M. The position accounts for 0.04% of the portfolio, ranked #116.

Allen Investment Management first reported a position in MO in Q1 2019 and has held it in 8 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Allen Investment Management held 48,372 shares of Altria Group worth $3.48M as of Q2 2026.
  • Allen Investment Management left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.04% of Allen Investment Management's portfolio in Q2 2026, its #116 holding.
  • Allen Investment Management first reported a position in Altria Group in Q1 2019 and has held it in 8 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.