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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
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 $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 Wealth Management's MO Position: Q1 2026 in Review

Horizon Wealth Management increased its Altria Group (MO) stake by 0.22% in Q1 2026, buying an estimated $579 and bringing the position to 4,191 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #117.

Horizon Wealth Management first reported a position in MO in Q4 2021 and has held it in 10 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Horizon Wealth Management held 4,191 shares of Altria Group worth $277K as of Q1 2026.
  • Horizon Wealth Management bought 9 Altria Group shares in Q1 2026, an estimated $579.
  • Altria Group made up 0.04% of Horizon Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Horizon Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 10 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.