AFO
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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
Q2 		– Sell
-4,415
Closed -$291K – 118
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
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

Allie Family Office's MO Position: Q2 2026 in Review

Allie Family Office sold out of Altria Group (MO) in Q2 2026, closing a stake of 4,415 shares — an estimated $291K sold.

Allie Family Office first reported a position in MO in Q4 2022 and held it in 9 quarters. The position peaked at $292K in Q3 2025. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Allie Family Office reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Allie Family Office sold 4,415 Altria Group shares in Q2 2026, an estimated $291K.
  • Allie Family Office first reported a position in Altria Group in Q4 2022 and held it in 9 quarters.
  • Allie Family Office's Altria Group position peaked at $292K in Q3 2025.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.