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Koenig Investment Advisory’s Altria Group MO Stock Holding History

Koenig Investment Advisory’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 		$1.02M Sell
14,148
-690
-5% -$48.2K 0.79% 20
2026
Q1 		$979K Sell
14,838
-38
-0.3% -$2.44K 0.83% 20
2025
Q4 		$1.03M Buy
+14,876
New +$898K 0.84% 19

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

Koenig Investment Advisory's MO Position: Q2 2026 in Review

Koenig Investment Advisory reduced its Altria Group (MO) stake by 4.7% in Q2 2026, selling an estimated $48.2K and leaving 14,148 shares worth $1.02M. The position accounts for 0.79% of the portfolio, ranked #20.

Koenig Investment Advisory first reported a position in MO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 2,551 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Koenig Investment Advisory held 14,148 shares of Altria Group worth $1.02M as of Q2 2026.
  • Koenig Investment Advisory sold 690 Altria Group shares in Q2 2026, an estimated $48.2K.
  • Altria Group made up 0.79% of Koenig Investment Advisory's portfolio in Q2 2026, its #20 holding.
  • Koenig Investment Advisory first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • Koenig Investment Advisory's Altria Group position peaked at $1.03M in Q4 2025.
  • 2,551 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Koenig Investment Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.