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Horizon Investment Services’s Altria Group MO Stock Holding History

Horizon Investment 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 		$278K Buy
4,215
+43
+1% +$2.77K 0.1% 118
2025
Q4 		$241K Buy
4,172
+293
+8% +$17.7K 0.09% 125
2025
Q3 		$256K Buy
3,879
+199
+5% +$12.6K 0.1% 111
2025
Q2 		$216K Buy
3,680
+200
+6% +$11.7K 0.09% 114
2025
Q1 		$209K Buy
+3,480
New +$190K 0.1% 108
2023
Q1 		– Sell
-4,791
Closed -$219K – 118
2022
Q4 		$219K Sell
4,791
-393
-8% -$17.8K 0.16% 97
2022
Q3 		$209K Sell
5,184
-152
-3% -$6.63K 0.15% 91
2022
Q2 		$223K Buy
5,336
+200
+4% +$10.4K 0.15% 95
2022
Q1 		$268K Buy
5,136
+390
+8% +$19.9K 0.14% 100
2021
Q4 		$225K Buy
4,746
+128
+3% +$5.87K 0.1% 117
2021
Q3 		$210K Hold
4,618
– – 0.1% 110
2021
Q2 		$220K Buy
4,618
+100
+2% +$4.91K 0.11% 109
2021
Q1 		$231K Sell
4,518
-1,300
-22% -$58.3K 0.12% 103
2020
Q4 		$239K Sell
5,818
-547
-9% -$22K 0.15% 99
2020
Q3 		$246K Buy
6,365
+748
+13% +$31.1K 0.16% 93
2020
Q2 		$220K Buy
+5,617
New +$219K 0.15% 96

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 Investment Services's MO Position: Q1 2026 in Review

Horizon Investment Services increased its Altria Group (MO) stake by 1% in Q1 2026, buying an estimated $2.77K and bringing the position to 4,215 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #118.

Horizon Investment Services first reported a position in MO in Q2 2020 and has held it in 16 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Horizon Investment Services held 4,215 shares of Altria Group worth $278K as of Q1 2026.
  • Horizon Investment Services bought 43 Altria Group shares in Q1 2026, an estimated $2.77K.
  • Altria Group made up 0.1% of Horizon Investment Services's portfolio in Q1 2026, its #118 holding.
  • Horizon Investment Services first reported a position in Altria Group in Q2 2020 and has held it in 16 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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