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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
Q2 		$288K Sell
3,999
-216
-5% -$15.1K 0.08% 119
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 $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

Horizon Investment Services's MO Position: Q2 2026 in Review

Horizon Investment Services reduced its Altria Group (MO) stake by 5.1% in Q2 2026, selling an estimated $15.1K and leaving 3,999 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #119.

Horizon Investment Services first reported a position in MO in Q2 2020 and has held it in 17 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Horizon Investment Services held 3,999 shares of Altria Group worth $288K as of Q2 2026.
  • Horizon Investment Services sold 216 Altria Group shares in Q2 2026, an estimated $15.1K.
  • Altria Group made up 0.08% of Horizon Investment Services's portfolio in Q2 2026, its #119 holding.
  • Horizon Investment Services first reported a position in Altria Group in Q2 2020 and has held it in 17 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.