Allie Family Office’s Altria Group MO Stock Holding History

Allie Family Office’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 Q1	$291K	Hold	4,415	–	–	0.13%	78
2025 Q4	$255K	Hold	4,415	–	–	0.12%	83
2025 Q3	$292K	Hold	4,415	–	–	0.14%	76
2025 Q2	$259K	Hold	4,415	–	–	0.13%	73
2025 Q1	$265K	Hold	4,415	–	–	0.14%	76
2024 Q4	$231K	Hold	4,415	–	–	0.13%	81
2024 Q3	$225K	Hold	4,415	–	–	0.12%	79
2024 Q2	$201K	Buy	+4,415	New	+$196K	0.12%	80
2023 Q1	–	Sell	-4,415	Closed	-$202K	–	79
2022 Q4	$202K	Buy	+4,415	New	+$200K	0.17%	71

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allie Family Office's MO Position: Q1 2026 in Review

Allie Family Office held its Altria Group (MO) position steady in Q1 2026 at 4,415 shares worth $291K. The position accounts for 0.13% of the portfolio, ranked #78.

Allie Family Office first reported a position in MO in Q4 2022 and has held it in 9 quarters since. The position peaked at $292K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Allie Family Office held 4,415 shares of Altria Group worth $291K as of Q1 2026.
Allie Family Office left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.13% of Allie Family Office's portfolio in Q1 2026, its #78 holding.
Allie Family Office first reported a position in Altria Group in Q4 2022 and has held it in 9 quarters since.
Allie Family Office's Altria Group position peaked at $292K in Q3 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.