Farmers & Merchants Investments Inc’s Altria Group MO Stock Holding History

Farmers & Merchants Investments Inc’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	$936K	Hold	13,005	–	–	0.02%	219
2026 Q1	$858K	Buy	13,005 +82	+0.6%	+$5.28K	0.02%	211
2025 Q4	$745K	Hold	12,923	–	–	0.02%	213
2025 Q3	$854K	Sell	12,923 -750	-5%	-$47.5K	0.02%	210
2025 Q2	$802K	Buy	13,673 +467	+4%	+$27.4K	0.02%	212
2025 Q1	$793K	Sell	13,206 -200	-1%	-$10.9K	0.03%	209
2024 Q4	$701K	Sell	13,406 -200	-1%	-$10.7K	0.02%	217
2024 Q3	$694K	Buy	13,606 +1,300	+11%	+$65.7K	0.02%	220
2024 Q2	$561K	Buy	12,306 +200	+2%	+$8.87K	0.02%	227
2024 Q1	$528K	Sell	12,106 -517	-4%	-$21.4K	0.02%	226
2023 Q4	$509K	Buy	12,623 +17	+0.1%	+$703	0.02%	229
2023 Q3	$530K	Sell	12,606 -300	-2%	-$13.3K	0.02%	224
2023 Q2	$585K	Hold	12,906	–	–	0.02%	217
2023 Q1	$576K	Buy	12,906 +270	+2%	+$12.4K	0.02%	218
2022 Q4	$578K	Sell	12,636 -470	-4%	-$21.3K	0.02%	222
2022 Q3	$529K	Buy	13,106 +321	+3%	+$14K	0.02%	231
2022 Q2	$534K	Buy	12,785 +783	+7%	+$40.5K	0.02%	232
2022 Q1	$627K	Sell	12,002 -80	-0.7%	-$4.08K	0.02%	231
2021 Q4	$573K	Hold	12,082	–	–	0.02%	235
2021 Q3	$550K	Buy	12,082 +4,818	+66%	+$233K	0.02%	233
2021 Q2	$346K	Buy	7,264 +94	+1%	+$4.62K	0.02%	217
2021 Q1	$367K	Hold	7,170	–	–	0.02%	211
2020 Q4	$294K	Hold	7,170	–	–	0.02%	213
2020 Q3	$277K	Sell	7,170 -5	-0.1%	-$208	0.02%	210
2020 Q2	$282K	Sell	7,175 -15	-0.2%	-$585	0.02%	204
2020 Q1	$278K	Buy	7,190 +810	+13%	+$35.9K	0.02%	199
2019 Q4	$318K	Hold	6,380	–	–	0.02%	205
2019 Q3	$261K	Sell	6,380 -196	-3%	-$9.02K	0.02%	212
2019 Q2	$311K	Sell	6,576 -260	-4%	-$13.6K	0.02%	204
2019 Q1	$393K	Buy	6,836 +5	+0.1%	+$256	0.03%	195
2018 Q4	$337K	Hold	6,831	–	–	0.03%	191
2018 Q3	$412K	Sell	6,831 -20	-0.3%	-$1.19K	0.03%	191
2018 Q2	$389K	Buy	6,851 +185	+3%	+$10.7K	0.03%	195
2018 Q1	$415K	Sell	6,666 -687	-9%	-$45.5K	0.03%	195
2017 Q4	$525K	Buy	7,353 +253	+4%	+$17K	0.04%	192
2017 Q3	$450K	Sell	7,100 -1,554	-18%	-$104K	0.04%	192
2017 Q2	$644K	Buy	8,654 +1,461	+20%	+$107K	0.05%	176
2017 Q1	$514K	Hold	7,193	–	–	0.05%	190
2016 Q4	$486K	Buy	7,193 +2,300	+47%	+$148K	0.04%	195
2016 Q3	$309K	Buy	4,893 +300	+7%	+$19.9K	0.03%	191
2016 Q2	$317K	Sell	4,593 -2,529	-36%	-$162K	0.04%	178
2016 Q1	$446K	Buy	7,122 +3,146	+79%	+$190K	0.05%	174
2015 Q4	$231K	Sell	3,976 -6	-0.2%	-$348	0.03%	202
2015 Q3	$217K	Sell	3,982 -686	-15%	-$36.8K	0.03%	193
2015 Q2	$228K	Buy	4,668 +400	+9%	+$20.3K	0.03%	194
2015 Q1	$213K	Sell	4,268 -389	-8%	-$20.7K	0.03%	197
2014 Q4	$229K	Sell	4,657 -100	-2%	-$4.87K	0.03%	188
2014 Q3	$219K	Sell	4,757 -189	-4%	-$8.1K	0.03%	191
2014 Q2	$207K	Hold	4,946	–	–	0.03%	200
2014 Q1	$185K	Hold	4,946	–	–	0.03%	207
2013 Q4	$190K	Sell	4,946 -1,000	-17%	-$36.9K	0.03%	206
2013 Q3	$204K	Hold	5,946	–	–	0.03%	196
2013 Q2	$208K	Buy	+5,946	New	+$214K	0.03%	198

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

Farmers & Merchants Investments Inc's MO Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Altria Group (MO) position steady in Q2 2026 at 13,005 shares worth $936K. The position accounts for 0.02% of the portfolio, ranked #219.

Farmers & Merchants Investments Inc first reported a position in MO in Q2 2013 and has held it in 53 quarters since. 1,782 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Farmers & Merchants Investments Inc held 13,005 shares of Altria Group worth $936K as of Q2 2026.
Farmers & Merchants Investments Inc left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.02% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #219 holding.
Farmers & Merchants Investments Inc first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
1,782 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.