Klingman & Associates’s Altria Group MO Stock Holding History

Klingman & Associates’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 Q3	$680K	Sell	10,100 -1,524	-13%	-$106K	0.03%	180
2026 Q2	$836K	Buy	11,624 +273	+2%	+$19.1K	0.04%	160
2026 Q1	$749K	Buy	11,351 +246	+2%	+$15.8K	0.04%	159
2025 Q4	$640K	Sell	11,105 -53	-0.5%	-$3.2K	0.03%	165
2025 Q3	$737K	Buy	11,158 +2,179	+24%	+$138K	0.04%	150
2025 Q2	$526K	Buy	8,979 +2,101	+31%	+$123K	0.03%	166
2025 Q1	$413K	Buy	+6,878	New	+$376K	0.03%	181
2017 Q2	–	Sell	-3,923	Closed	-$280K	–	99
2017 Q1	$280K	Buy	3,923 +309	+9%	+$22.4K	0.08%	78
2016 Q4	$244K	Hold	3,614	–	–	0.07%	80
2016 Q3	$228K	Hold	3,614	–	–	0.07%	88
2016 Q2	$249K	Hold	3,614	–	–	0.08%	81
2016 Q1	$226K	Hold	3,614	–	–	0.08%	89
2015 Q4	$210K	Sell	3,614 -199	-5%	-$11.5K	0.08%	107
2015 Q3	$207K	Buy	3,813 +199	+6%	+$10.7K	0.08%	106
2015 Q2	$177K	Buy	3,614 +259	+8%	+$13.1K	0.07%	91
2015 Q1	$168K	Buy	3,355 +376	+13%	+$20K	0.07%	89
2014 Q4	$146K	Buy	+2,979	New	+$145K	0.06%	97

Other funds holding MO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Klingman & Associates's MO Position: Q3 2026 in Review

Klingman & Associates reduced its Altria Group (MO) stake by 13% in Q3 2026, selling an estimated $106K and leaving 10,100 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #180.

Klingman & Associates first reported a position in MO in Q4 2014 and has held it in 17 quarters since. The position peaked at $836K in Q2 2026. 2,223 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Klingman & Associates held 10,100 shares of Altria Group worth $680K as of Q3 2026.
Klingman & Associates sold 1,524 Altria Group shares in Q3 2026, an estimated $106K.
Altria Group made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #180 holding.
Klingman & Associates first reported a position in Altria Group in Q4 2014 and has held it in 17 quarters since.
Klingman & Associates's Altria Group position peaked at $836K in Q2 2026.
2,223 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.