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Horizon Financial Services’s Altria Group MO Stock Holding History

Horizon 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
Q1 		– Sell
-208
Closed -$12K – 381
2025
Q4 		$12K Hold
208
– – 0.01% 170
2025
Q3 		$13.7K Buy
+208
New +$13.2K 0.01% 160
2022
Q1 		– Sell
-1,000
Closed -$47.4K – 89
2021
Q4 		$47.4K Buy
+1,000
New +$45.8K 0.03% 76

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

Horizon Financial Services's MO Position: Q1 2026 in Review

Horizon Financial Services sold out of Altria Group (MO) in Q1 2026, closing a stake of 208 shares — an estimated $12K sold.

Horizon Financial Services first reported a position in MO in Q4 2021 and held it in 3 quarters. The position peaked at $47.4K in Q4 2021. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Horizon Financial Services reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Horizon Financial Services sold 208 Altria Group shares in Q1 2026, an estimated $12K.
  • Horizon Financial Services first reported a position in Altria Group in Q4 2021 and held it in 3 quarters.
  • Horizon Financial Services's Altria Group position peaked at $47.4K in Q4 2021.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Horizon Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.