MO — ALTRIA GROUP INC COM

Ownership history in SUMMITRY LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which SUMMITRY LLC reported a position in ALTRIA GROUP INC COM (MO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2007 Q4)
Avg. % of fund
0.04%
First filed
2007 Q3
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,277 -2,096 -28.4% 0.01% $349K $64.87
2025 Q2 ADDED 7,373 +3,612 +96.0% 0.02% $432K $56.66
2007 Q4 ADDED 3,761 +365 +10.7% 0.06% $284K $7.62
2007 Q3 INITIATED 3,396 — — 0.05% $226K —
% of Fund (quarterly)    MO price (monthly, adj. close)

Other funds also holding MO

As of 2025 Q4 — sorted by position size

Kennon-Green & Company, LLC 3Y 5.39% PARK CIRCLE Co 3Y 7Y 4.29% EDMP, INC. 3Y 7Y 3.72% Windle Wealth, LLC 3Y 3.54% O'Domhnaill Enterprises, Inc. 3.44% SAGE ADVISORS, LLC 2.82% RNC CAPITAL MANAGEMENT LLC 3Y 7Y 2.79% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 2.73% BENEDICT FINANCIAL ADVISORS INC 3Y 7Y 2.68% AUA CAPITAL MANAGEMENT, LLC 3Y 7Y 2.67%
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