Horizon Investments’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.6M | Sell |
161,216
-19,708
| -11% | -$1.27M | 0.12% | 146 |
|
|
2025
Q4 | $10.4M | Sell |
180,924
-104,203
| -37% | -$6.29M | 0.13% | 131 |
|
|
2025
Q3 | $18.8M | Buy |
285,127
+92,293
| +48% | +$5.85M | 0.25% | 75 |
|
|
2025
Q2 | $11.3M | Buy |
192,834
+162,139
| +528% | +$9.52M | 0.18% | 91 |
|
|
2025
Q1 | $1.84M | Buy |
30,695
+1,085
| +4% | +$59.2K | 0.05% | 208 |
|
|
2024
Q4 | $1.55M | Buy |
29,610
+865
| +3% | +$46.1K | 0.04% | 220 |
|
|
2024
Q3 | $1.47M | Sell |
28,745
-1,280
| -4% | -$64.7K | 0.04% | 215 |
|
|
2024
Q2 | $1.37M | Sell |
30,025
-495
| -2% | -$22K | 0.04% | 216 |
|
|
2024
Q1 | $1.33M | Sell |
30,520
-29
| -0.1% | -$1.2K | 0.03% | 219 |
|
|
2023
Q4 | $1.23M | Buy |
30,549
+18,724
| +158% | +$774K | 0.03% | 204 |
|
|
2023
Q3 | $497K | Buy |
11,825
+138
| +1% | +$6.1K | 0.02% | 307 |
|
|
2023
Q2 | $529K | Sell |
11,687
-3,504
| -23% | -$159K | 0.02% | 283 |
|
|
2023
Q1 | $678K | Buy |
15,191
+6,949
| +84% | +$319K | 0.02% | 233 |
|
|
2022
Q4 | $377K | Buy |
8,242
+2,412
| +41% | +$109K | 0.01% | 414 |
|
|
2022
Q3 | $235K | Sell |
5,830
-9,879
| -63% | -$431K | 0.01% | 445 |
|
|
2022
Q2 | $656K | Buy |
15,709
+393
| +3% | +$20.3K | 0.02% | 235 |
|
|
2022
Q1 | $800K | Buy |
15,316
+2,250
| +17% | +$115K | 0.02% | 258 |
|
|
2021
Q4 | $619K | Sell |
13,066
-11,666
| -47% | -$535K | 0.02% | 291 |
|
|
2021
Q3 | $1.13M | Sell |
24,732
-12,324
| -33% | -$595K | 0.03% | 196 |
|
|
2021
Q2 | $1.77M | Sell |
37,056
-15,010
| -29% | -$737K | 0.05% | 166 |
|
|
2021
Q1 | $2.66M | Buy |
+52,066
| New | +$2.33M | 0.1% | 91 |
|
|
2020
Q4 | – | Sell |
-15,108
| Closed | -$584K | – | 285 |
|
|
2020
Q3 | $584K | Sell |
15,108
-16,076
| -52% | -$669K | 0.02% | 255 |
|
|
2020
Q2 | $1.22M | Buy |
+31,184
| New | +$1.22M | 0.03% | 214 |
|
|
2019
Q3 | – | Sell |
-7,428
| Closed | -$352K | – | 501 |
|
|
2019
Q2 | $352K | Buy |
7,428
+703
| +10% | +$36.8K | 0.01% | 332 |
|
|
2019
Q1 | $386K | Buy |
+6,725
| New | +$344K | 0.01% | 228 |
|
|
2017
Q3 | – | Sell |
-8,455
| Closed | -$597K | – | 183 |
|
|
2017
Q2 | $597K | Sell |
8,455
-11,622
| -58% | -$850K | 0.04% | 113 |
|
|
2017
Q1 | $1.43M | Buy |
20,077
+4,968
| +33% | +$360K | 0.1% | 50 |
|
|
2016
Q4 | $1.02M | Buy |
15,109
+11,136
| +280% | +$717K | 0.07% | 54 |
|
|
2016
Q3 | $251K | Buy |
+3,973
| New | +$264K | 0.02% | 98 |
|
Other funds holding MO
VCM
VPM
Horizon Investments's MO Position: Q1 2026 in Review
Horizon Investments reduced its Altria Group (MO) stake by 11% in Q1 2026, selling an estimated $1.27M and leaving 161,216 shares worth $10.6M. The position accounts for 0.12% of the portfolio, ranked #146.
Horizon Investments first reported a position in MO in Q3 2016 and has held it in 29 quarters since. The position peaked at $18.8M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Horizon Investments held 161,216 shares of Altria Group worth $10.6M as of Q1 2026.
- Horizon Investments sold 19,708 Altria Group shares in Q1 2026, an estimated $1.27M.
- Altria Group made up 0.12% of Horizon Investments's portfolio in Q1 2026, its #146 holding.
- Horizon Investments first reported a position in Altria Group in Q3 2016 and has held it in 29 quarters since.
- Horizon Investments's Altria Group position peaked at $18.8M in Q3 2025.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.