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Investment House LLC’s Altria Group MO Stock Holding History

Investment House 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 		$296K Buy
4,117
+1,002
+32% +$69.9K 0.01% 199
2026
Q1 		$206K Buy
+3,115
New +$200K 0.01% 217

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Investment House LLC's MO Position: Q2 2026 in Review

Investment House LLC increased its Altria Group (MO) stake by 32% in Q2 2026, buying an estimated $69.9K and bringing the position to 4,117 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #199.

Investment House LLC first reported a position in MO in Q1 2026 and has held it in 2 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Investment House LLC held 4,117 shares of Altria Group worth $296K as of Q2 2026.
  • Investment House LLC bought 1,002 Altria Group shares in Q2 2026, an estimated $69.9K.
  • Altria Group made up 0.01% of Investment House LLC's portfolio in Q2 2026, its #199 holding.
  • Investment House LLC first reported a position in Altria Group in Q1 2026 and has held it in 2 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.