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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Klingman & Associates's MO Position: Q2 2026 in Review

Klingman & Associates increased its Altria Group (MO) stake by 2.4% in Q2 2026, buying an estimated $19.1K and bringing the position to 11,624 shares worth $836K. The position accounts for 0.04% of the portfolio, ranked #160.

Klingman & Associates first reported a position in MO in Q4 2014 and has held it in 16 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Klingman & Associates held 11,624 shares of Altria Group worth $836K as of Q2 2026.
  • Klingman & Associates bought 273 Altria Group shares in Q2 2026, an estimated $19.1K.
  • Altria Group made up 0.04% of Klingman & Associates's portfolio in Q2 2026, its #160 holding.
  • Klingman & Associates first reported a position in Altria Group in Q4 2014 and has held it in 16 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.