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Allen Mooney & Barnes Investment Advisors’s Altria Group MO Stock Holding History

Allen Mooney & Barnes Investment 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
Q2 		$12.9M Sell
179,267
-25,786
-13% -$1.8M 1.96% 22
2026
Q1 		$13.5M Buy
205,053
+2,467
+1% +$159K 1.95% 26
2025
Q4 		$11.7M Buy
202,586
+8,645
+4% +$522K 1.76% 26
2025
Q3 		$12.8M Buy
193,941
+4,667
+2% +$296K 2% 23
2025
Q2 		$11.1M Sell
189,274
-1,092
-0.6% -$64.1K 1.82% 25
2025
Q1 		$11.4M Sell
190,366
-197
-0.1% -$10.8K 1.86% 27
2024
Q4 		$9.96M Sell
190,563
-1,051
-0.5% -$56K 1.68% 26
2024
Q3 		$9.78M Sell
191,614
-6,139
-3% -$310K 1.67% 26
2024
Q2 		$9.01M Sell
197,753
-925
-0.5% -$41K 1.61% 26
2024
Q1 		$8.23M Sell
198,678
-961
-0.5% -$39.8K 1.58% 27
2023
Q4 		$8.05M Sell
199,639
-8,092
-4% -$335K 1.53% 27
2023
Q3 		$8.74M Buy
207,731
+8,418
+4% +$372K 1.86% 25
2023
Q2 		$9.03M Buy
199,313
+9,740
+5% +$441K 2% 19
2023
Q1 		$8.46M Buy
189,573
+596
+0.3% +$27.4K 2.02% 20
2022
Q4 		$8.64M Buy
188,977
+3,786
+2% +$172K 2.08% 21
2022
Q3 		$7.48M Buy
185,191
+4,234
+2% +$185K 2% 20
2022
Q2 		$7.56M Buy
180,957
+8,786
+5% +$455K 1.94% 19
2022
Q1 		$9M Buy
+172,171
New +$8.77M 1.99% 19

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 Mooney & Barnes Investment Advisors's MO Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Altria Group (MO) stake by 13% in Q2 2026, selling an estimated $1.8M and leaving 179,267 shares worth $12.9M. The position accounts for 1.96% of the portfolio, ranked #22.

Allen Mooney & Barnes Investment Advisors first reported a position in MO in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.5M in Q1 2026. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 179,267 shares of Altria Group worth $12.9M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 25,786 Altria Group shares in Q2 2026, an estimated $1.8M.
  • Altria Group made up 1.96% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Altria Group in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Altria Group position peaked at $13.5M in Q1 2026.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.