LCM
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LVM Capital Management’s Altria Group MO Stock Holding History

LVM Capital 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 		$5.39M Sell
74,967
-5
-0% -$349 0.45% 42
2026
Q1 		$4.95M Sell
74,972
-2,068
-3% -$133K 0.47% 43
2025
Q4 		$4.44M Sell
77,040
-9,059
-11% -$547K 0.41% 45
2025
Q3 		$5.69M Buy
86,099
+180
+0.2% +$11.4K 0.55% 41
2025
Q2 		$5.04M Sell
85,919
-1,275
-1% -$74.9K 0.52% 41
2025
Q1 		$5.23M Sell
87,194
-2,220
-2% -$121K 0.58% 40
2024
Q4 		$4.67M Sell
89,414
-3,591
-4% -$191K 0.5% 39
2024
Q3 		$4.24M Hold
93,005
– – 0.48% 41
2024
Q2 		$4.24M Sell
93,005
-11,175
-11% -$496K 0.48% 41
2024
Q1 		$4.54M Sell
104,180
-24,893
-19% -$1.03M 0.54% 40
2023
Q4 		$5.21M Sell
129,073
-2,376
-2% -$98.3K 0.67% 37
2023
Q3 		$5.53M Buy
131,449
+325
+0.2% +$14.4K 0.78% 36
2023
Q2 		$5.94M Buy
131,124
+775
+0.6% +$35.1K 0.79% 37
2023
Q1 		$5.82M Buy
130,349
+3,310
+3% +$152K 0.81% 38
2022
Q4 		$5.81M Buy
127,039
+17,000
+15% +$770K 0.84% 37
2022
Q3 		$4.44M Buy
110,039
+2,690
+3% +$117K 0.68% 43
2022
Q2 		$4.48M Sell
107,349
-106
-0.1% -$5.49K 0.65% 43
2022
Q1 		$5.62M Sell
107,455
-4,275
-4% -$218K 0.74% 40
2021
Q4 		$5.29M Buy
111,730
+8,801
+9% +$403K 0.71% 39
2021
Q3 		$4.68M Buy
102,929
+1,410
+1% +$68.1K 0.71% 41
2021
Q2 		$4.84M Buy
101,519
+3,167
+3% +$156K 0.74% 39
2021
Q1 		$5.03M Sell
98,352
-3,436
-3% -$154K 0.82% 38
2020
Q4 		$4.17M Sell
101,788
-2,844
-3% -$114K 0.7% 37
2020
Q3 		$4.04M Buy
104,632
+2,624
+3% +$109K 0.78% 33
2020
Q2 		$4M Buy
102,008
+12,535
+14% +$489K 0.82% 33
2020
Q1 		$3.46M Sell
89,473
-895
-1% -$39.7K 0.85% 32
2019
Q4 		$4.51M Sell
90,368
-16,057
-15% -$757K 0.89% 33
2019
Q3 		$4.35M Buy
106,425
+11,845
+13% +$545K 0.92% 32
2019
Q2 		$4.48M Buy
94,580
+3,245
+4% +$170K 1.02% 31
2019
Q1 		$5.25M Buy
91,335
+9,825
+12% +$502K 1.2% 30
2018
Q4 		$4.03M Buy
81,510
+10,850
+15% +$629K 1.05% 30
2018
Q3 		$4.26M Buy
70,660
+2,825
+4% +$168K 0.97% 31
2018
Q2 		$3.85M Buy
67,835
+7,305
+12% +$421K 0.93% 33
2018
Q1 		$3.77M Buy
60,530
+4,290
+8% +$284K 0.87% 33
2017
Q4 		$4.02M Sell
56,240
-150
-0.3% -$10.1K 0.91% 34
2017
Q3 		$3.58M Sell
56,390
-590
-1% -$39.3K 0.85% 34
2017
Q2 		$4.24M Sell
56,980
-1,025
-2% -$75K 1.08% 29
2017
Q1 		$4.14M Buy
58,005
+275
+0.5% +$19.9K 1.06% 30
2016
Q4 		$3.9M Sell
57,730
-10,811
-16% -$696K 1.08% 29
2016
Q3 		$2.88M Buy
68,541
+8,266
+14% +$549K 0.93% 32
2016
Q2 		$4.16M Sell
60,275
-950
-2% -$60.8K 1.2% 28
2016
Q1 		$3.84M Buy
61,225
+650
+1% +$39.3K 1.22% 25
2015
Q4 		$3.53M Sell
60,575
-1,300
-2% -$75.3K 1.25% 28
2015
Q3 		$3.37M Buy
61,875
+1,375
+2% +$73.7K 1.21% 30
2015
Q2 		$2.96M Sell
60,500
-650
-1% -$32.9K 0.99% 33
2015
Q1 		$3.06M Sell
61,150
-5,050
-8% -$268K 1.02% 32
2014
Q4 		$3.26M Sell
66,200
-800
-1% -$39K 1.08% 29
2014
Q3 		$3.08M Sell
67,000
-1,541
-2% -$66K 1.01% 32
2014
Q2 		$2.88M Sell
68,541
-600
-0.9% -$24.1K 0.93% 32
2014
Q1 		$2.59M Buy
69,141
+4,661
+7% +$169K 0.9% 33
2013
Q4 		$2.48M Sell
64,480
-3,680
-5% -$136K 0.88% 34
2013
Q3 		$2.34M Sell
68,160
-1,900
-3% -$67K 0.88% 33
2013
Q2 		$2.45M Buy
+70,060
New +$2.52M 0.98% 31

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LVM Capital Management's MO Position: Q2 2026 in Review

LVM Capital Management reduced its Altria Group (MO) stake by 0.01% in Q2 2026, selling an estimated $349 and leaving 74,967 shares worth $5.39M. The position accounts for 0.45% of the portfolio, ranked #42.

LVM Capital Management first reported a position in MO in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.94M in Q2 2023. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • LVM Capital Management held 74,967 shares of Altria Group worth $5.39M as of Q2 2026.
  • LVM Capital Management sold 5 Altria Group shares in Q2 2026, an estimated $349.
  • Altria Group made up 0.45% of LVM Capital Management's portfolio in Q2 2026, its #42 holding.
  • LVM Capital Management first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
  • LVM Capital Management's Altria Group position peaked at $5.94M in Q2 2023.
  • 1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.