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Harbor Investment Advisory’s Altria Group MO Stock Holding History

Harbor Investment Advisory’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 		$648K Hold
9,000
– – 0.05% 263
2026
Q1 		$594K Buy
9,000
+422
+5% +$27.2K 0.05% 258
2025
Q4 		$495K Buy
8,578
+1,719
+25% +$104K 0.04% 288
2025
Q3 		$453K Sell
6,859
-14
-0.2% -$887 0.04% 289
2025
Q2 		$403K Buy
6,873
+1,100
+19% +$64.6K 0.04% 287
2025
Q1 		$346K Buy
5,773
+345
+6% +$18.8K 0.03% 295
2024
Q4 		$284K Hold
5,428
– – 0.03% 307
2024
Q3 		$277K Sell
5,428
-11
-0.2% -$556 0.03% 302
2024
Q2 		$248K Sell
5,439
-29
-0.5% -$1.29K 0.03% 311
2024
Q1 		$239K Buy
5,468
+40
+0.7% +$1.66K 0.02% 316
2023
Q4 		$219K Hold
5,428
– – 0.03% 312
2023
Q3 		$228K Sell
5,428
-7
-0.1% -$309 0.03% 287
2023
Q2 		$246K Buy
5,435
+503
+10% +$22.8K 0.03% 311
2023
Q1 		$220K Sell
4,932
-4
-0.1% -$184 0.03% 331
2022
Q4 		$226K Buy
4,936
+41
+0.8% +$1.86K 0.04% 320
2022
Q3 		$198K Sell
4,895
-171
-3% -$7.46K 0.03% 328
2022
Q2 		$212K Buy
5,066
+32
+0.6% +$1.66K 0.03% 325
2022
Q1 		$263K Buy
5,034
+1,234
+32% +$62.9K 0.03% 315
2021
Q4 		$180K Buy
3,800
+77
+2% +$3.53K 0.02% 397
2021
Q3 		$169K Sell
3,723
-1,250
-25% -$60.4K 0.02% 399
2021
Q2 		$237K Sell
4,973
-33
-0.7% -$1.62K 0.03% 342
2021
Q1 		$256K Buy
5,006
+77
+2% +$3.45K 0.04% 295
2020
Q4 		$202K Sell
4,929
-577
-10% -$23.2K 0.03% 311
2020
Q3 		$213K Hold
5,506
– – 0.04% 270
2020
Q2 		$216K Sell
5,506
-2,778
-34% -$108K 0.05% 253
2020
Q1 		$320K Sell
8,284
-373
-4% -$16.6K 0.09% 176
2019
Q4 		$432K Buy
+8,657
New +$408K 0.1% 164

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
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

Harbor Investment Advisory's MO Position: Q2 2026 in Review

Harbor Investment Advisory held its Altria Group (MO) position steady in Q2 2026 at 9,000 shares worth $648K. The position accounts for 0.05% of the portfolio, ranked #263.

Harbor Investment Advisory first reported a position in MO in Q4 2019 and has held it in 27 quarters since. 897 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Harbor Investment Advisory held 9,000 shares of Altria Group worth $648K as of Q2 2026.
  • Harbor Investment Advisory left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.05% of Harbor Investment Advisory's portfolio in Q2 2026, its #263 holding.
  • Harbor Investment Advisory first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • 897 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.