Alley Investment Management Company’s Altria Group MO Stock Holding History

Alley Investment Management Company’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	$2.88M	Hold	39,966	–	–	0.34%	59
2026 Q1	$2.64M	Hold	39,966	–	–	0.32%	60
2025 Q4	$2.3M	Hold	39,966	–	–	0.27%	62
2025 Q3	$2.64M	Hold	39,966	–	–	0.31%	61
2025 Q2	$2.34M	Hold	39,966	–	–	0.28%	60
2025 Q1	$2.4M	Sell	39,966 -2,193	-5%	-$120K	0.3%	60
2024 Q4	$2.2M	Hold	42,159	–	–	0.28%	62
2024 Q3	$2.15M	Hold	42,159	–	–	0.27%	61
2024 Q2	$1.92M	Sell	42,159 -790	-2%	-$35K	0.26%	61
2024 Q1	$1.87M	Hold	42,949	–	–	0.26%	61
2023 Q4	$1.73M	Sell	42,949 -79	-0.2%	-$3.27K	0.25%	61
2023 Q3	$1.81M	Hold	43,028	–	–	0.31%	59
2023 Q2	$1.95M	Hold	43,028	–	–	0.31%	60
2023 Q1	$1.92M	Sell	43,028 -150,868	-78%	-$6.94M	0.32%	58
2022 Q4	$8.86M	Buy	193,896 +40,064	+26%	+$1.81M	1.52%	30
2022 Q3	$6.21M	Sell	153,832 -113	-0.1%	-$4.93K	1.24%	37
2022 Q2	$6.43M	Buy	153,945 +1,225	+0.8%	+$63.4K	1.21%	38
2022 Q1	$7.98M	Buy	+152,720	New	+$7.78M	1.32%	37

Other funds holding MO

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Alley Investment Management Company's MO Position: Q2 2026 in Review

Alley Investment Management Company held its Altria Group (MO) position steady in Q2 2026 at 39,966 shares worth $2.88M. The position accounts for 0.34% of the portfolio, ranked #59.

Alley Investment Management Company first reported a position in MO in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.86M in Q4 2022. 1,782 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Alley Investment Management Company held 39,966 shares of Altria Group worth $2.88M as of Q2 2026.
Alley Investment Management Company left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.34% of Alley Investment Management Company's portfolio in Q2 2026, its #59 holding.
Alley Investment Management Company first reported a position in Altria Group in Q1 2022 and has held it in 18 quarters since.
Alley Investment Management Company's Altria Group position peaked at $8.86M in Q4 2022.
1,782 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.