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LRI Investments’s Altria Group MO Stock Holding History

LRI Investments’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 		$599K Sell
8,326
-183
-2% -$12.8K 0.05% 172
2026
Q1 		$562K Sell
8,509
-74
-0.9% -$4.76K 0.05% 169
2025
Q4 		$495K Sell
8,583
-951
-10% -$57.4K 0.04% 181
2025
Q3 		$630K Buy
9,534
+308
+3% +$19.5K 0.05% 162
2025
Q2 		$541K Buy
9,226
+1,403
+18% +$82.4K 0.05% 168
2025
Q1 		$470K Buy
7,823
+447
+6% +$24.4K 0.05% 173
2024
Q4 		$386K Sell
7,376
-322
-4% -$17.2K 0.04% 170
2024
Q3 		$426K Sell
7,698
-884
-10% -$44.7K 0.04% 168
2024
Q2 		$391K Buy
8,582
+1,864
+28% +$82.7K 0.04% 138
2024
Q1 		$293K Buy
+6,718
New +$279K 0.07% 108

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

LRI Investments's MO Position: Q2 2026 in Review

LRI Investments reduced its Altria Group (MO) stake by 2.2% in Q2 2026, selling an estimated $12.8K and leaving 8,326 shares worth $599K. The position accounts for 0.05% of the portfolio, ranked #172.

LRI Investments first reported a position in MO in Q1 2024 and has held it in 10 quarters since. The position peaked at $630K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • LRI Investments held 8,326 shares of Altria Group worth $599K as of Q2 2026.
  • LRI Investments sold 183 Altria Group shares in Q2 2026, an estimated $12.8K.
  • Altria Group made up 0.05% of LRI Investments's portfolio in Q2 2026, its #172 holding.
  • LRI Investments first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Altria Group position peaked at $630K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.