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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Klingman & Associates's MO Position: Q1 2026 in Review

Klingman & Associates increased its Altria Group (MO) stake by 2.2% in Q1 2026, buying an estimated $15.8K and bringing the position to 11,351 shares worth $749K. The position accounts for 0.04% of the portfolio, ranked #159.

Klingman & Associates first reported a position in MO in Q4 2014 and has held it in 15 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Klingman & Associates held 11,351 shares of Altria Group worth $749K as of Q1 2026.
Klingman & Associates bought 246 Altria Group shares in Q1 2026, an estimated $15.8K.
Altria Group made up 0.04% of Klingman & Associates's portfolio in Q1 2026, its #159 holding.
Klingman & Associates first reported a position in Altria Group in Q4 2014 and has held it in 15 quarters since.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.