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Halbert Hargrove Global Advisors’s Altria Group MO Stock Holding History

Halbert Hargrove Global Advisors’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 		$1.14K Buy
+16
New +$1.12K ﹤0.01% 431
2025
Q4 		– Sell
-107
Closed -$7.07K – 601
2025
Q3 		$7.07K Buy
+107
New +$6.78K ﹤0.01% 375
2025
Q2 		– Sell
-9
Closed -$541 – 521
2025
Q1 		$541 Buy
+9
New +$491 ﹤0.01% 493
2018
Q1 		– Sell
-3,010
Closed -$215K – 76
2017
Q4 		$215K Buy
+3,010
New +$202K 0.06% 66
2017
Q3 		– Sell
-3,832
Closed -$285K – 72
2017
Q2 		$285K Sell
3,832
-130
-3% -$9.51K 0.08% 53
2017
Q1 		$283K Sell
3,962
-118
-3% -$8.54K 0.07% 59
2016
Q4 		$276K Buy
4,080
+218
+6% +$14K 0.08% 58
2016
Q3 		$244K Sell
3,862
-218
-5% -$14.5K 0.07% 58
2016
Q2 		$281K Sell
4,080
-68
-2% -$4.36K 0.08% 56
2016
Q1 		$260K Sell
4,148
-758
-15% -$45.8K 0.09% 61
2015
Q4 		$286K Sell
4,906
-56
-1% -$3.25K 0.12% 68
2015
Q3 		$270K Sell
4,962
-5,268
-51% -$282K 0.13% 66
2015
Q2 		$500K Sell
10,230
-536
-5% -$27.2K 0.12% 80
2015
Q1 		$539K Buy
10,766
+4,916
+84% +$261K 0.17% 76
2014
Q4 		$288K Sell
5,850
-132
-2% -$6.43K 0.14% 90
2014
Q3 		$275K Buy
5,982
+900
+18% +$38.6K 0.08% 106
2014
Q2 		$213K Buy
+5,082
New +$204K 0.06% 114

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Halbert Hargrove Global Advisors's MO Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Altria Group (MO) in Q2 2026: 16 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in MO as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in MO in Q2 2014 and has held it in 17 quarters since. The position peaked at $539K in Q1 2015. 737 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Halbert Hargrove Global Advisors held 16 shares of Altria Group worth $1.14K as of Q2 2026.
  • Altria Group was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Altria Group made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #431 holding.
  • Halbert Hargrove Global Advisors first reported a position in Altria Group in Q2 2014 and has held it in 17 quarters since.
  • Halbert Hargrove Global Advisors's Altria Group position peaked at $539K in Q1 2015.
  • 737 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.