HWM
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Horizon Wealth Management’s Altria Group MO Stock Holding History

Horizon Wealth Management’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 		$445K Buy
6,189
+1,998
+48% +$139K 0.06% 99
2026
Q1 		$277K Buy
4,191
+9
+0.2% +$579 0.04% 117
2025
Q4 		$241K Buy
4,182
+7
+0.2% +$423 0.04% 112
2025
Q3 		$276K Buy
4,175
+8
+0.2% +$507 0.04% 103
2025
Q2 		$244K Sell
4,167
-48
-1% -$2.82K 0.04% 92
2025
Q1 		$253K Buy
4,215
+64
+2% +$3.49K 0.04% 86
2024
Q4 		$217K Buy
4,151
+9
+0.2% +$479 0.04% 88
2024
Q3 		$211K Buy
+4,142
New +$209K 0.04% 80
2022
Q3 		– Sell
-5,196
Closed -$217K – 95
2022
Q2 		$217K Buy
5,196
+382
+8% +$19.8K 0.09% 97
2022
Q1 		$252K Buy
4,814
+14
+0.3% +$713 0.08% 94
2021
Q4 		$227K Buy
+4,800
New +$220K 0.07% 98

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 Wealth Management's MO Position: Q2 2026 in Review

Horizon Wealth Management increased its Altria Group (MO) stake by 48% in Q2 2026, buying an estimated $139K and bringing the position to 6,189 shares worth $445K. The position accounts for 0.06% of the portfolio, ranked #99.

Horizon Wealth Management first reported a position in MO in Q4 2021 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Horizon Wealth Management held 6,189 shares of Altria Group worth $445K as of Q2 2026.
  • Horizon Wealth Management bought 1,998 Altria Group shares in Q2 2026, an estimated $139K.
  • Altria Group made up 0.06% of Horizon Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Horizon Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 11 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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