American Alpha Advisors, LLC MO — ALTRIA GROUP INC

Ownership history in American Alpha Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

American Alpha Advisors, LLC reported ALTRIA GROUP INC (MO) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.44% in 2025 Q1. The latest visible filing shows MO at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was American Alpha Advisors, LLC's position in ALTRIA GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MO was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MO stock page American Alpha Advisors, LLC fund profile American Alpha Advisors, LLC full holdings
How American Alpha Advisors, LLC held MO — position size vs. price
% of Fund (quarterly)    MO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 9,290 — 0% 0.36% $668K 2026-08-14 $65.70
2026 Q1 ADDED — — — 9,290 +544 +6.2% 0.33% $613K 2026-05-15 $72.01
2025 Q4 ADDED — — — 8,746 +1,141 +15.0% 0.32% $504K 2026-02-17 $64.48
2025 Q3 REDUCED 6.2% -11.2% ✅ 7,605 -505 -6.2% 0.35% $502K 2025-10-29 $58.97
2025 Q2 REDUCED 7.0% +13.8% ❌ 8,110 -610 -7.0% 0.37% $475K 2025-08-07 $59.51
2025 Q1 ADDED — — — 8,720 +24 +0.3% 0.44% $523K 2025-05-12 $52.42
2024 Q4 REDUCED 6.3% +16.9% ❌ 8,696 -586 -6.3% 0.40% $455K 2025-02-11 $48.69
2024 Q3 INITIATED — — — 9,282 — — 0.43% $474K 2024-11-13 $49.01

🏢 Other funds also holding MO

As of 2026 Q2 — sorted by position size

Kennon-Green & Company, LLC 3Y 6.52% PARK CIRCLE Co 3Y 7Y 5.28% Arrow Capital Pty Ltd 4.59% EDMP, INC. 3Y 7Y 4.5% Windle Wealth, LLC 3Y 4.18% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 3.38% GQG Partners LLC 3Y 7Y 3.36% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 3.23% O'Domhnaill Enterprises, Inc. 3.12% AUA CAPITAL MANAGEMENT, LLC 3Y 7Y 3.08%

FAQ About American Alpha Advisors, LLC and MO

These are the practical questions this page is built to answer before you even open the full history table.

How long has American Alpha Advisors, LLC reported owning MO?

American Alpha Advisors, LLC reported MO across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported MO position in American Alpha Advisors, LLC's portfolio?

The largest reported portfolio weight for MO was 0.44% in 2025 Q1.

What is the latest reported MO position on this page?

The most recent filing on this page is 2026 Q2, when American Alpha Advisors, LLC reported 9,290 shares, equal to 0.36% of portfolio, with an estimated market value of $668K.

What does the chart on this MO ownership page compare?

The chart compares American Alpha Advisors, LLC's quarterly MO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did American Alpha Advisors, LLC time their MO position?

Based on 13F filing dates vs. subsequent MO price moves, American Alpha Advisors, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on MO relative to SPY over the holding period was +0.6%.

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