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HORAN Wealth’s Altria Group MO Stock Holding History

HORAN Wealth’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 		$256K Buy
3,875
+160
+4% +$10.3K 0.02% 173
2025
Q4 		$214K Sell
3,715
-207
-5% -$12.5K 0.03% 170
2025
Q3 		$259K Hold
3,922
– – 0.04% 167
2025
Q2 		$230K Buy
+3,922
New +$230K 0.07% 108

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

HORAN Wealth's MO Position: Q1 2026 in Review

HORAN Wealth increased its Altria Group (MO) stake by 4.3% in Q1 2026, buying an estimated $10.3K and bringing the position to 3,875 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #173.

HORAN Wealth first reported a position in MO in Q2 2025 and has held it in 4 quarters since. The position peaked at $259K in Q3 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • HORAN Wealth held 3,875 shares of Altria Group worth $256K as of Q1 2026.
  • HORAN Wealth bought 160 Altria Group shares in Q1 2026, an estimated $10.3K.
  • Altria Group made up 0.02% of HORAN Wealth's portfolio in Q1 2026, its #173 holding.
  • HORAN Wealth first reported a position in Altria Group in Q2 2025 and has held it in 4 quarters since.
  • HORAN Wealth's Altria Group position peaked at $259K in Q3 2025.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.