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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
Q2 		$8.2M Buy
114,028
+4,089
+4% +$285K 0.11% 177
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harbour Investments's MO Position: Q2 2026 in Review

Harbour Investments increased its Altria Group (MO) stake by 3.7% in Q2 2026, buying an estimated $285K and bringing the position to 114,028 shares worth $8.2M. The position accounts for 0.11% of the portfolio, ranked #177.

Harbour Investments first reported a position in MO in Q1 2021 and has held it in 21 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Harbour Investments held 114,028 shares of Altria Group worth $8.2M as of Q2 2026.
  • Harbour Investments bought 4,089 Altria Group shares in Q2 2026, an estimated $285K.
  • Altria Group made up 0.11% of Harbour Investments's portfolio in Q2 2026, its #177 holding.
  • Harbour Investments first reported a position in Altria Group in Q1 2021 and has held it in 21 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.