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Harbour Investments’s Altria Group MO Stock Holding History

Harbour Investments’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
Q1 		$7.25M Buy
109,939
+56,755
+107% +$3.65M 0.11% 174
2025
Q4 		$3.07M Sell
53,184
-3,932
-7% -$237K 0.06% 286
2025
Q3 		$3.77M Buy
57,116
+832
+1% +$52.7K 0.09% 212
2025
Q2 		$3.3M Sell
56,284
-450
-0.8% -$26.4K 0.08% 212
2025
Q1 		$3.41M Buy
56,734
+6,194
+12% +$338K 0.1% 184
2024
Q4 		$2.64M Buy
50,540
+1,112
+2% +$59.2K 0.08% 225
2024
Q3 		$2.52M Buy
49,428
+1,184
+2% +$59.8K 0.08% 223
2024
Q2 		$2.2M Sell
48,244
-216
-0.4% -$9.58K 0.07% 233
2024
Q1 		$2.11M Buy
48,460
+5,959
+14% +$247K 0.07% 245
2023
Q4 		$1.71M Buy
42,501
+2,840
+7% +$117K 0.07% 258
2023
Q3 		$1.67M Buy
39,661
+434
+1% +$19.2K 0.08% 234
2023
Q2 		$1.78M Buy
39,227
+3,062
+8% +$139K 0.09% 226
2023
Q1 		$1.61M Buy
36,165
+6,520
+22% +$300K 0.09% 221
2022
Q4 		$1.36M Sell
29,645
-3,565
-11% -$161K 0.08% 239
2022
Q3 		$1.39M Hold
33,210
– – 0.09% 210
2022
Q2 		$1.39M Buy
+33,210
New +$1.72M 0.09% 210
2021
Q4 		$1.46M Sell
30,827
-50,842
-62% -$2.33M 0.09% 225
2021
Q3 		$3.72M Sell
81,669
-1,881
-2% -$90.8K 0.12% 165
2021
Q2 		$3.98M Sell
83,550
-542
-0.6% -$26.6K 0.13% 148
2021
Q1 		$4.3M Buy
+84,092
New +$3.77M 0.15% 128

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbour Investments's MO Position: Q1 2026 in Review

Harbour Investments increased its Altria Group (MO) stake by 107% in Q1 2026, buying an estimated $3.65M and bringing the position to 109,939 shares worth $7.25M. The position accounts for 0.11% of the portfolio, ranked #174.

Harbour Investments first reported a position in MO in Q1 2021 and has held it in 20 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Harbour Investments held 109,939 shares of Altria Group worth $7.25M as of Q1 2026.
  • Harbour Investments bought 56,755 Altria Group shares in Q1 2026, an estimated $3.65M.
  • Altria Group made up 0.11% of Harbour Investments's portfolio in Q1 2026, its #174 holding.
  • Harbour Investments first reported a position in Altria Group in Q1 2021 and has held it in 20 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.