Aspiriant LLC’s Altria Group MO Stock Holding History

Aspiriant LLC’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	$372K	Buy	5,174 +681	+15%	+$47.5K	0.01%	289
2026 Q1	$297K	Buy	+4,493	New	+$289K	0.01%	276
2025 Q3	–	Sell	-3,538	Closed	-$207K	–	308
2025 Q2	$207K	Buy	+3,538	New	+$208K	0.01%	302
2023 Q4	–	Sell	-4,895	Closed	-$206K	–	313
2023 Q3	$206K	Buy	+4,895	New	+$216K	0.01%	270
2022 Q2	–	Sell	-11,877	Closed	-$620K	–	286
2022 Q1	$620K	Buy	+11,877	New	+$605K	0.03%	156
2020 Q4	–	Sell	-9,924	Closed	-$383K	–	215
2020 Q3	$383K	Buy	+9,924	New	+$413K	0.03%	169
2018 Q4	–	Sell	-3,390	Closed	-$203K	–	244
2018 Q3	$203K	Buy	+3,390	New	+$201K	0.02%	228
2017 Q3	–	Sell	-6,002	Closed	-$447K	–	213
2017 Q2	$447K	Buy	+6,002	New	+$439K	0.04%	147

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aspiriant LLC's MO Position: Q2 2026 in Review

Aspiriant LLC increased its Altria Group (MO) stake by 15% in Q2 2026, buying an estimated $47.5K and bringing the position to 5,174 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #289.

Aspiriant LLC first reported a position in MO in Q2 2017 and has held it in 8 quarters since. The position peaked at $620K in Q1 2022. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Aspiriant LLC held 5,174 shares of Altria Group worth $372K as of Q2 2026.
Aspiriant LLC bought 681 Altria Group shares in Q2 2026, an estimated $47.5K.
Altria Group made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #289 holding.
Aspiriant LLC first reported a position in Altria Group in Q2 2017 and has held it in 8 quarters since.
Aspiriant LLC's Altria Group position peaked at $620K in Q1 2022.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.