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Allied Investment Advisors’s Altria Group MO Stock Holding History

Allied 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
Q3 		– Sell
-2,800
Closed -$201K – 116
2026
Q2 		$201K Buy
+2,800
New +$195K 0.03% 108
2026
Q1 		– Sell
-5,886
Closed -$339K – 102
2025
Q4 		$339K Buy
+5,886
New +$355K 0.05% 77

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Allied Investment Advisors's MO Position: Q3 2026 in Review

Allied Investment Advisors sold out of Altria Group (MO) in Q3 2026, closing a stake of 2,800 shares — an estimated $201K sold.

Allied Investment Advisors first reported a position in MO in Q4 2025 and held it in 2 quarters. The position peaked at $339K in Q4 2025. 355 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Allied Investment Advisors reported no remaining Altria Group position as of Q3 2026 after selling out during the quarter.
  • Allied Investment Advisors sold 2,800 Altria Group shares in Q3 2026, an estimated $201K.
  • Allied Investment Advisors first reported a position in Altria Group in Q4 2025 and held it in 2 quarters.
  • Allied Investment Advisors's Altria Group position peaked at $339K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.