Harvest Fund Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $460K | Sell |
6,974
-43
| -0.6% | -$2.77K | 0.02% | 214 |
|
|
2025
Q4 | $405K | Sell |
7,017
-9,504
| -58% | -$574K | 0.02% | 275 |
|
|
2025
Q3 | $1.09M | Buy |
16,521
+1,840
| +13% | +$117K | 0.05% | 183 |
|
|
2025
Q2 | $860K | Sell |
14,681
-3,599
| -20% | -$211K | 0.04% | 195 |
|
|
2025
Q1 | $1.1M | Sell |
18,280
-4,440
| -20% | -$242K | 0.05% | 185 |
|
|
2024
Q4 | $1.19M | Buy |
22,720
+20,142
| +781% | +$1.07M | 0.06% | 197 |
|
|
2024
Q3 | $132K | Buy |
2,578
+2,351
| +1,036% | +$119K | 0.01% | 385 |
|
|
2024
Q2 | $10K | Buy |
+227
| New | +$10.1K | ﹤0.01% | 545 |
|
|
2023
Q4 | – | Sell |
-519
| Closed | -$22K | – | 677 |
|
|
2023
Q3 | $22K | Sell |
519
-1,261
| -71% | -$55.7K | ﹤0.01% | 472 |
|
|
2023
Q2 | $81K | Hold |
1,780
| – | – | 0.02% | 358 |
|
|
2023
Q1 | $79K | Sell |
1,780
-1,248
| -41% | -$57.4K | 0.02% | 393 |
|
|
2022
Q4 | $138K | Sell |
3,028
-6,238
| -67% | -$283K | 0.04% | 270 |
|
|
2022
Q3 | $374K | Hold |
9,266
| – | – | 0.11% | 110 |
|
|
2022
Q2 | $387K | Hold |
9,266
| – | – | 0.11% | 95 |
|
|
2022
Q1 | $484K | Buy |
9,266
+4,348
| +88% | +$221K | 0.1% | 94 |
|
|
2021
Q4 | $232K | Buy |
4,918
+753
| +18% | +$34.5K | 0.04% | 220 |
|
|
2021
Q3 | $189K | Hold |
4,165
| – | – | 0.04% | 168 |
|
|
2021
Q2 | $199K | Buy |
4,165
+668
| +19% | +$32.8K | 0.02% | 153 |
|
|
2021
Q1 | $178K | Buy |
+3,497
| New | +$157K | 0.02% | 163 |
|
|
2020
Q2 | – | Sell |
-6,794
| Closed | -$262K | – | 492 |
|
|
2020
Q1 | $262K | Sell |
6,794
-735
| -10% | -$32.6K | 0.03% | 105 |
|
|
2019
Q4 | $386K | Buy |
7,529
+5,459
| +264% | +$257K | 0.04% | 71 |
|
|
2019
Q3 | $85K | Sell |
2,070
-1,612
| -44% | -$74.1K | 0.01% | 206 |
|
|
2019
Q2 | $174K | Sell |
3,682
-5,402
| -59% | -$283K | 0.02% | 129 |
|
|
2019
Q1 | $522K | Buy |
9,084
+2,422
| +36% | +$124K | 0.09% | 53 |
|
|
2018
Q4 | $329K | Sell |
6,662
-102
| -2% | -$5.91K | 0.07% | 71 |
|
|
2018
Q3 | $408K | Buy |
+6,764
| New | +$402K | 0.07% | 71 |
|
|
2017
Q3 | – | Sell |
-1,139
| Closed | -$85K | – | 210 |
|
|
2017
Q2 | $85K | Hold |
1,139
| – | – | 0.01% | 110 |
|
|
2017
Q1 | $81K | Hold |
1,139
| – | – | 0.01% | 104 |
|
|
2016
Q4 | $77K | Buy |
+1,139
| New | +$73.3K | 0.02% | 124 |
|
Other funds holding MO
VCM
VPM
Harvest Fund Management's MO Position: Q1 2026 in Review
Harvest Fund Management reduced its Altria Group (MO) stake by 0.61% in Q1 2026, selling an estimated $2.77K and leaving 6,974 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #214.
Harvest Fund Management first reported a position in MO in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.19M in Q4 2024. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Harvest Fund Management held 6,974 shares of Altria Group worth $460K as of Q1 2026.
- Harvest Fund Management sold 43 Altria Group shares in Q1 2026, an estimated $2.77K.
- Altria Group made up 0.02% of Harvest Fund Management's portfolio in Q1 2026, its #214 holding.
- Harvest Fund Management first reported a position in Altria Group in Q4 2016 and has held it in 29 quarters since.
- Harvest Fund Management's Altria Group position peaked at $1.19M in Q4 2024.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.