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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return