Moody Lynn & Lieberson’s Altria Group MO Stock Holding History

Moody Lynn & Lieberson’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	$1.13M	Sell	15,654 -104	-0.7%	-$7.26K	0.06%	116
2026 Q1	$1.04M	Sell	15,758 -71	-0.4%	-$4.57K	0.06%	114
2025 Q4	$913K	Sell	15,829 -41	-0.3%	-$2.48K	0.05%	125
2025 Q3	$1.05M	Sell	15,870 -21	-0.1%	-$1.33K	0.06%	117
2025 Q2	$932K	Buy	15,891 +48	+0.3%	+$2.82K	0.05%	126
2025 Q1	$951K	Sell	15,843 -81	-0.5%	-$4.42K	0.06%	123
2024 Q4	$833K	Sell	15,924 -726	-4%	-$38.7K	0.05%	127
2024 Q3	$850K	Sell	16,650 -22	-0.1%	-$1.11K	0.05%	139
2024 Q2	$759K	Sell	16,672 -115	-0.7%	-$5.1K	0.05%	134
2024 Q1	$732K	Sell	16,787 -122	-0.7%	-$5.06K	0.05%	136
2023 Q4	$682K	Sell	16,909 -12	-0.1%	-$496	0.05%	138
2023 Q3	$712K	Hold	16,921	–	–	0.06%	122
2023 Q2	$767K	Sell	16,921 -170	-1%	-$7.7K	0.06%	120
2023 Q1	$763K	Hold	17,091	–	–	0.07%	121
2022 Q4	$781K	Hold	17,091	–	–	0.07%	124
2022 Q3	$690K	Sell	17,091 -430	-2%	-$18.8K	0.07%	122
2022 Q2	$732K	Buy	17,521 +203	+1%	+$10.5K	0.07%	121
2022 Q1	$905K	Sell	17,318 -78	-0.4%	-$3.97K	0.07%	119
2021 Q4	$824K	Buy	17,396 +98	+0.6%	+$4.49K	0.06%	137
2021 Q3	$787K	Sell	17,298 -142	-0.8%	-$6.86K	0.06%	131
2021 Q2	$832K	Sell	17,440 -85	-0.5%	-$4.18K	0.06%	128
2021 Q1	$897K	Sell	17,525 -303	-2%	-$13.6K	0.07%	116
2020 Q4	$731K	Sell	17,828 -3,542	-17%	-$142K	0.06%	125
2020 Q3	$826K	Sell	21,370 -809	-4%	-$33.7K	0.08%	111
2020 Q2	$871K	Sell	22,179 -577	-3%	-$22.5K	0.09%	96
2020 Q1	$880	Sell	22,756 -718	-3%	-$31.9K	0.12%	81
2019 Q4	$1.17M	Buy	23,474 +815	+4%	+$38.4K	0.11%	110
2019 Q3	$927K	Sell	22,659 -3,169	-12%	-$146K	0.1%	100
2019 Q2	$1.22M	Sell	25,828 -318	-1%	-$16.7K	0.13%	94
2019 Q1	$1.5M	Sell	26,146 -1,466	-5%	-$74.9K	0.17%	85
2018 Q4	$1.36M	Sell	27,612 -1,246	-4%	-$72.2K	0.18%	85
2018 Q3	$1.74M	Sell	28,858 -1,540	-5%	-$91.4K	0.18%	87
2018 Q2	$1.73M	Sell	30,398 -4,180	-12%	-$241K	0.2%	86
2018 Q1	$2.15M	Sell	34,578 -295	-0.8%	-$19.5K	0.26%	71
2017 Q4	$2.44M	Sell	34,873 -471	-1%	-$31.6K	0.26%	70
2017 Q3	$2.24M	Sell	35,344 -1,521	-4%	-$101K	0.27%	74
2017 Q2	$2.75M	Buy	36,865 +648	+2%	+$47.4K	0.36%	61
2017 Q1	$2.59M	Sell	36,217 -1,270	-3%	-$91.9K	0.36%	64
2016 Q4	$2.54M	Buy	37,487 +50	+0.1%	+$3.22K	0.36%	64
2016 Q3	$2.37M	Buy	37,437 +211	+0.6%	+$14K	0.39%	66
2016 Q2	$2.57M	Sell	37,226 -234	-0.6%	-$15K	0.46%	54
2016 Q1	$2.35M	Buy	37,460 +638	+2%	+$38.6K	0.37%	67
2015 Q4	$2.14M	Buy	36,822 +241	+0.7%	+$14K	0.34%	73
2015 Q3	$1.99M	Sell	36,581 -3,885	-10%	-$208K	0.38%	62
2015 Q2	$1.98M	Sell	40,466 -1,613	-4%	-$81.8K	0.31%	78
2015 Q1	$2.1M	Sell	42,079 -6,355	-13%	-$337K	0.34%	73
2014 Q4	$2.39M	Sell	48,434 -2,083	-4%	-$101K	0.34%	75
2014 Q3	$2.32M	Buy	50,517 +319	+0.6%	+$13.7K	0.35%	75
2014 Q2	$2.1M	Sell	50,198 -514	-1%	-$20.7K	0.29%	82
2014 Q1	$1.9M	Buy	50,712 +1,095	+2%	+$39.8K	0.27%	93
2013 Q4	$1.91M	Sell	49,617 -72	-0.1%	-$2.66K	0.26%	92
2013 Q3	$1.71M	Sell	49,689 -1,230	-2%	-$43.3K	0.26%	94
2013 Q2	$1.78M	Buy	+50,919	New	+$1.83M	0.31%	81

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Moody Lynn & Lieberson's MO Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Altria Group (MO) stake by 0.66% in Q2 2026, selling an estimated $7.26K and leaving 15,654 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #116.

Moody Lynn & Lieberson first reported a position in MO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.75M in Q2 2017. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Moody Lynn & Lieberson held 15,654 shares of Altria Group worth $1.13M as of Q2 2026.
Moody Lynn & Lieberson sold 104 Altria Group shares in Q2 2026, an estimated $7.26K.
Altria Group made up 0.06% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #116 holding.
Moody Lynn & Lieberson first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
Moody Lynn & Lieberson's Altria Group position peaked at $2.75M in Q2 2017.
825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.