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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
Q2 		$276K Sell
3,836
-39
-1% -$2.72K 0.03% 180
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 $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

HORAN Wealth's MO Position: Q2 2026 in Review

HORAN Wealth reduced its Altria Group (MO) stake by 1% in Q2 2026, selling an estimated $2.72K and leaving 3,836 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #180.

HORAN Wealth first reported a position in MO in Q2 2025 and has held it in 5 quarters since. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • HORAN Wealth held 3,836 shares of Altria Group worth $276K as of Q2 2026.
  • HORAN Wealth sold 39 Altria Group shares in Q2 2026, an estimated $2.72K.
  • Altria Group made up 0.03% of HORAN Wealth's portfolio in Q2 2026, its #180 holding.
  • HORAN Wealth first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.