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Loudon Investment Management’s Altria Group MO Stock Holding History

Loudon 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 		$814K Sell
11,318
-220
-2% -$15.4K 0.4% 57
2026
Q1 		$761K Hold
11,538
– – 0.41% 58
2025
Q4 		$665K Hold
11,538
– – 0.35% 61
2025
Q3 		$762K Hold
11,538
– – 0.4% 56
2025
Q2 		$676K Sell
11,538
-1,029
-8% -$60.4K 0.37% 63
2025
Q1 		$754K Buy
12,567
+1,450
+13% +$79.2K 0.43% 59
2024
Q4 		$581K Hold
11,117
– – 0.33% 62
2024
Q3 		$567K Sell
11,117
-1,675
-13% -$84.7K 0.31% 67
2024
Q2 		$583K Hold
12,792
– – 0.34% 65
2024
Q1 		$558K Sell
12,792
-6,123
-32% -$254K 0.32% 67
2023
Q4 		$763K Sell
18,915
-3,496
-16% -$145K 0.47% 51
2023
Q3 		$942K Sell
22,411
-2,028
-8% -$89.6K 0.65% 45
2023
Q2 		$1.11M Sell
24,439
-12,805
-34% -$580K 0.73% 41
2023
Q1 		$1.66M Hold
37,244
– – 1.15% 31
2022
Q4 		$1.7M Sell
37,244
-2,318
-6% -$105K 1.23% 31
2022
Q3 		$1.6M Sell
39,562
-12,380
-24% -$540K 1.27% 28
2022
Q2 		$2.17M Buy
51,942
+3,363
+7% +$174K 1.63% 21
2022
Q1 		$2.54M Buy
48,579
+6,141
+14% +$313K 1.67% 20
2021
Q4 		$2.01M Buy
42,438
+925
+2% +$42.4K 1.28% 28
2021
Q3 		$1.89M Buy
41,513
+17,000
+69% +$821K 1.34% 28
2021
Q2 		$1.17M Buy
24,513
+8,447
+53% +$415K 0.8% 40
2021
Q1 		$822K Buy
16,066
+350
+2% +$15.7K 0.59% 44
2020
Q4 		$644K Buy
15,716
+8,725
+125% +$350K 0.5% 49
2020
Q3 		$270K Buy
+6,991
New +$291K 0.23% 67

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

Loudon Investment Management's MO Position: Q2 2026 in Review

Loudon Investment Management reduced its Altria Group (MO) stake by 1.9% in Q2 2026, selling an estimated $15.4K and leaving 11,318 shares worth $814K. The position accounts for 0.4% of the portfolio, ranked #57.

Loudon Investment Management first reported a position in MO in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.54M in Q1 2022. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Loudon Investment Management held 11,318 shares of Altria Group worth $814K as of Q2 2026.
  • Loudon Investment Management sold 220 Altria Group shares in Q2 2026, an estimated $15.4K.
  • Altria Group made up 0.4% of Loudon Investment Management's portfolio in Q2 2026, its #57 holding.
  • Loudon Investment Management first reported a position in Altria Group in Q3 2020 and has held it in 24 quarters since.
  • Loudon Investment Management's Altria Group position peaked at $2.54M in Q1 2022.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.