Howard Capital Management’s Altria Group MO Stock Holding History

Howard Capital 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	$5.05M	Sell	76,563 -6,215	-8%	-$400K	0.08%	66
2025 Q4	$4.77M	Sell	82,778 -7,433	-8%	-$449K	0.06%	93
2025 Q3	$5.96M	Buy	90,211 +717	+0.8%	+$45.4K	0.08%	71
2025 Q2	$5.34M	Buy	89,494 +2,517	+3%	+$148K	0.08%	72
2025 Q1	$5.22M	Sell	86,977 -934	-1%	-$51K	0.13%	56
2024 Q4	$4.6M	Buy	87,911 +1,488	+2%	+$79.3K	0.07%	74
2024 Q3	$4.41M	Buy	+86,423	New	+$4.37M	0.07%	79
2018 Q4	–	Sell	-189,856	Closed	-$11.5M	–	44
2018 Q3	$11.5M	Sell	189,856 -47	-0%	-$2.79K	1.11%	32
2018 Q2	$11M	Buy	189,903 +59,405	+46%	+$3.43M	1.21%	22
2018 Q1	$8.13M	Buy	130,498 +4,403	+3%	+$292K	1.03%	53
2017 Q4	$9M	Buy	+126,095	New	+$8.45M	1.44%	24

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return