LMKC
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L.M. Kohn & Company’s Altria Group MO Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$440K Sell
6,655
-3,884
-37% -$246K 0.53% 54
2025
Q2 		$618K Sell
10,539
-1,069
-9% -$62.8K 0.17% 113
2025
Q1 		$697K Buy
11,608
+20
+0.2% +$1.09K 0.18% 117
2024
Q4 		$606K Buy
11,588
+846
+8% +$45.1K 0.16% 124
2024
Q3 		$548K Sell
10,742
-479
-4% -$24.2K 0.14% 136
2024
Q2 		$511K Buy
11,221
+312
+3% +$13.8K 0.14% 140
2024
Q1 		$476K Buy
10,909
+62
+0.6% +$2.57K 0.13% 146
2023
Q4 		$438K Buy
10,847
+372
+4% +$15.4K 0.14% 140
2023
Q3 		$440K Buy
10,475
+18
+0.2% +$795 0.16% 128
2023
Q2 		$474K Buy
10,457
+1,175
+13% +$53.2K 0.18% 125
2023
Q1 		$414K Sell
9,282
-29
-0.3% -$1.33K 0.17% 135
2022
Q4 		$426K Buy
9,311
+70
+0.8% +$3.17K 0.2% 125
2022
Q3 		$374K Buy
9,241
+300
+3% +$13.1K 0.18% 139
2022
Q2 		$374K Buy
8,941
+114
+1% +$5.9K 0.17% 146
2022
Q1 		$462K Buy
+8,827
New +$450K 0.18% 144

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

L.M. Kohn & Company's MO Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Altria Group (MO) stake by 37% in Q3 2025, selling an estimated $246K and leaving 6,655 shares worth $440K. The position accounts for 0.53% of the portfolio, ranked #54.

L.M. Kohn & Company first reported a position in MO in Q1 2022 and has held it in 15 quarters since. The position peaked at $697K in Q1 2025. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • L.M. Kohn & Company held 6,655 shares of Altria Group worth $440K as of Q3 2025.
  • L.M. Kohn & Company sold 3,884 Altria Group shares in Q3 2025, an estimated $246K.
  • Altria Group made up 0.53% of L.M. Kohn & Company's portfolio in Q3 2025, its #54 holding.
  • L.M. Kohn & Company first reported a position in Altria Group in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Altria Group position peaked at $697K in Q1 2025.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.