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Horst & Graben Wealth Management’s Altria Group MO Stock Holding History

Horst & Graben 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 		$1.02M Buy
14,195
+133
+0.9% +$9.28K 0.13% 87
2026
Q1 		$928K Buy
14,062
+201
+1% +$12.9K 0.13% 85
2025
Q4 		$799K Sell
13,861
-8
-0.1% -$483 0.12% 90
2025
Q3 		$916K Buy
13,869
+376
+3% +$23.8K 0.14% 82
2025
Q2 		$791K Buy
13,493
+178
+1% +$10.5K 0.13% 84
2025
Q1 		$799K Buy
13,315
+300
+2% +$16.4K 0.14% 75
2024
Q4 		$681K Buy
13,015
+198
+2% +$10.5K 0.12% 78
2024
Q3 		$654K Buy
12,817
+201
+2% +$10.2K 0.12% 77
2024
Q2 		$575K Sell
12,616
-1,821
-13% -$80.8K 0.11% 79
2024
Q1 		$630K Buy
14,437
+264
+2% +$10.9K 0.13% 77
2023
Q4 		$572K Sell
14,173
-297
-2% -$12.3K 0.13% 73
2023
Q3 		$608K Sell
14,470
-525
-4% -$23.2K 0.15% 61
2023
Q2 		$679K Sell
14,995
-868
-5% -$39.3K 0.16% 61
2023
Q1 		$708K Buy
15,863
+775
+5% +$35.6K 0.18% 57
2022
Q4 		$690K Buy
15,088
+278
+2% +$12.6K 0.18% 63
2022
Q3 		$598K Buy
14,810
+276
+2% +$12K 0.17% 66
2022
Q2 		$607K Buy
14,534
+303
+2% +$15.7K 0.16% 66
2022
Q1 		$744K Buy
14,231
+221
+2% +$11.3K 0.18% 62
2021
Q4 		$664K Sell
14,010
-3,321
-19% -$152K 0.17% 66
2021
Q3 		$789K Buy
17,331
+127
+0.7% +$6.13K 0.22% 54
2021
Q2 		$820K Buy
17,204
+167
+1% +$8.21K 0.23% 55
2021
Q1 		$872K Sell
17,037
-232
-1% -$10.4K 0.27% 53
2020
Q4 		$708K Sell
17,269
-2,426
-12% -$97.4K 0.24% 51
2020
Q3 		$761K Buy
19,695
+338
+2% +$14.1K 0.3% 47
2020
Q2 		$760K Sell
19,357
-755
-4% -$29.5K 0.33% 40
2020
Q1 		$778K Buy
+20,112
New +$892K 0.41% 31

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

Horst & Graben Wealth Management's MO Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Altria Group (MO) stake by 0.95% in Q2 2026, buying an estimated $9.28K and bringing the position to 14,195 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #87.

Horst & Graben Wealth Management first reported a position in MO in Q1 2020 and has held it in 26 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Horst & Graben Wealth Management held 14,195 shares of Altria Group worth $1.02M as of Q2 2026.
  • Horst & Graben Wealth Management bought 133 Altria Group shares in Q2 2026, an estimated $9.28K.
  • Altria Group made up 0.13% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Horst & Graben Wealth Management first reported a position in Altria Group in Q1 2020 and has held it in 26 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.