Lockheed Martin Investment Management’s Altria Group MO Stock Holding History

Lockheed Martin Investment Management’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	$21.1M	Sell	292,800 -10,200	-3%	-$712K	0.83%	30
2026 Q1	$20M	Sell	303,000 -48,800	-14%	-$3.14M	0.73%	31
2025 Q4	$20.3M	Sell	351,800 -112,200	-24%	-$6.77M	0.68%	28
2025 Q3	$30.7M	Buy	464,000 +201,000	+76%	+$12.7M	1.13%	23
2025 Q2	$15.4M	Buy	263,000 +163,500	+164%	+$9.6M	0.56%	37
2025 Q1	$5.97M	Buy	+99,500	New	+$5.43M	0.24%	70
2024 Q4	–	Sell	-119,800	Closed	-$6.11M	–	108
2024 Q3	$6.11M	Buy	119,800 +74,600	+165%	+$3.77M	0.28%	65
2024 Q2	$2.06M	Buy	+45,200	New	+$2.01M	0.12%	82

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lockheed Martin Investment Management's MO Position: Q2 2026 in Review

Lockheed Martin Investment Management reduced its Altria Group (MO) stake by 3.4% in Q2 2026, selling an estimated $712K and leaving 292,800 shares worth $21.1M. The position accounts for 0.83% of the portfolio, ranked #30.

Lockheed Martin Investment Management first reported a position in MO in Q2 2024 and has held it in 8 quarters since. The position peaked at $30.7M in Q3 2025. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Lockheed Martin Investment Management held 292,800 shares of Altria Group worth $21.1M as of Q2 2026.
Lockheed Martin Investment Management sold 10,200 Altria Group shares in Q2 2026, an estimated $712K.
Altria Group made up 0.83% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #30 holding.
Lockheed Martin Investment Management first reported a position in Altria Group in Q2 2024 and has held it in 8 quarters since.
Lockheed Martin Investment Management's Altria Group position peaked at $30.7M in Q3 2025.
2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.