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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
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

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

Allied Investment Advisors's MO Position: Q2 2026 in Review

Allied Investment Advisors opened a new position in Altria Group (MO) in Q2 2026: 2,800 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #108 among its holdings. This is a return to the name: Allied Investment Advisors previously reported a position in MO as recently as Q4 2025.

Allied Investment Advisors first reported a position in MO in Q4 2025 and has held it in 2 quarters since. The position peaked at $339K in Q4 2025. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Allied Investment Advisors held 2,800 shares of Altria Group worth $201K as of Q2 2026.
  • Altria Group was a new Allied Investment Advisors position in Q2 2026.
  • Altria Group made up 0.03% of Allied Investment Advisors's portfolio in Q2 2026, its #108 holding.
  • Allied Investment Advisors first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
  • Allied Investment Advisors's Altria Group position peaked at $339K in Q4 2025.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.