American Institute for Advanced Investment Management’s Altria Group MO Stock Holding History

American Institute for Advanced Investment Management’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	$410K	Hold	5,704	–	–	0.24%	108
2026 Q1	$376K	Sell	5,704 -61	-1%	-$3.92K	0.24%	108
2025 Q4	$332K	Hold	5,765	–	–	0.21%	111
2025 Q3	$381K	Sell	5,765 -50	-0.9%	-$3.17K	0.25%	96
2025 Q2	$341K	Hold	5,815	–	–	0.24%	101
2025 Q1	$349K	Hold	5,815	–	–	0.27%	93
2024 Q4	$304K	Sell	5,815 -45	-0.8%	-$2.4K	0.23%	106
2024 Q3	$299K	Buy	5,860 +200	+4%	+$10.1K	0.21%	110
2024 Q2	$258K	Hold	5,660	–	–	0.2%	118
2024 Q1	$247K	Hold	5,660	–	–	0.2%	116
2023 Q4	$228K	Hold	5,660	–	–	0.2%	110
2023 Q3	$238K	Sell	5,660 -75	-1%	-$3.31K	0.22%	102
2023 Q2	$260K	Hold	5,735	–	–	0.23%	103
2023 Q1	$256K	Hold	5,735	–	–	0.27%	87
2022 Q4	$262K	Hold	5,735	–	–	0.24%	95
2022 Q3	$232K	Hold	5,735	–	–	0.22%	92
2022 Q2	$240K	Hold	5,735	–	–	0.21%	97
2022 Q1	$300K	Sell	5,735 -120	-2%	-$6.11K	0.22%	92
2021 Q4	$277K	Hold	5,855	–	–	0.19%	102
2021 Q3	$267K	Buy	5,855 +700	+14%	+$33.8K	0.19%	101
2021 Q2	$246K	Hold	5,155	–	–	0.17%	108
2021 Q1	$264K	Hold	5,155	–	–	0.2%	93
2020 Q4	$211K	Buy	+5,155	New	+$207K	0.17%	98
2020 Q1	–	Sell	-4,155	Closed	-$207K	–	96
2019 Q4	$207K	Buy	+4,155	New	+$196K	0.2%	92

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

American Institute for Advanced Investment Management's MO Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Altria Group (MO) position steady in Q2 2026 at 5,704 shares worth $410K. The position accounts for 0.24% of the portfolio, ranked #108.

American Institute for Advanced Investment Management first reported a position in MO in Q4 2019 and has held it in 24 quarters since. 1,765 funds tracked by Wall St. Rank hold MO as of Q2 2026.

American Institute for Advanced Investment Management held 5,704 shares of Altria Group worth $410K as of Q2 2026.
American Institute for Advanced Investment Management left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.24% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #108 holding.
American Institute for Advanced Investment Management first reported a position in Altria Group in Q4 2019 and has held it in 24 quarters since.
1,765 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.