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Harel Insurance Investments & Financial Services’s Altria Group MO Stock Holding History

Harel Insurance Investments & Financial Services’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 		– Sell
-2,903
Closed -$192K – 553
2026
Q1 		$192K Sell
2,903
-2,883
-50% -$185K ﹤0.01% 310
2025
Q4 		$334K Sell
5,786
-2,205
-28% -$133K ﹤0.01% 248
2025
Q3 		$527K Sell
7,991
-1,971
-20% -$125K ﹤0.01% 227
2025
Q2 		$584K Buy
+9,962
New +$585K 0.01% 209
2025
Q1 		– Sell
-5,935
Closed -$310K – 523
2024
Q4 		$310K Buy
5,935
+1,626
+38% +$86.6K 0.01% 181
2024
Q3 		$220K Buy
+4,309
New +$218K ﹤0.01% 218
2021
Q4 		– Sell
-554
Closed -$25K – 786
2021
Q3 		$25K Sell
554
-3,576
-87% -$173K ﹤0.01% 607
2021
Q2 		$642K Buy
+4,130
New +$203K 0.01% 403
2021
Q1 		– Sell
-7,194
Closed -$949K – 828
2020
Q4 		$949K Hold
7,194
– – 0.02% 286
2020
Q3 		$278K Buy
+7,194
New +$299K 0.01% 255
2018
Q1 		– Sell
-1,000
Closed -$71K – 475
2017
Q4 		$71K Sell
1,000
-2,094
-68% -$140K ﹤0.01% 299
2017
Q3 		$196K Hold
3,094
– – 0.02% 181
2017
Q2 		$230K Sell
3,094
-315
-9% -$23K 0.02% 169
2017
Q1 		$247K Buy
3,409
+1,404
+70% +$102K 0.02% 144
2016
Q4 		$136K Buy
2,005
+65
+3% +$4.19K 0.02% 134
2016
Q3 		$123K Buy
1,940
+700
+56% +$46.5K 0.02% 146
2016
Q2 		$86K Sell
1,240
-1,980
-61% -$127K 0.01% 265
2016
Q1 		$202K Buy
3,220
+890
+38% +$53.8K 0.02% 110
2015
Q4 		$136K Buy
+2,330
New +$135K 0.02% 127

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

Harel Insurance Investments & Financial Services's MO Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services sold out of Altria Group (MO) in Q2 2026, closing a stake of 2,903 shares — an estimated $192K sold.

Harel Insurance Investments & Financial Services first reported a position in MO in Q4 2015 and held it in 19 quarters. The position peaked at $949K in Q4 2020. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Harel Insurance Investments & Financial Services reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,903 Altria Group shares in Q2 2026, an estimated $192K.
  • Harel Insurance Investments & Financial Services first reported a position in Altria Group in Q4 2015 and held it in 19 quarters.
  • Harel Insurance Investments & Financial Services's Altria Group position peaked at $949K in Q4 2020.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.