HCM
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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
Q2 		$7.72M Buy
107,257
+30,694
+40% +$2.14M 0.09% 79
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
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

Howard Capital Management's MO Position: Q2 2026 in Review

Howard Capital Management increased its Altria Group (MO) stake by 40% in Q2 2026, buying an estimated $2.14M and bringing the position to 107,257 shares worth $7.72M. The position accounts for 0.09% of the portfolio, ranked #79.

Howard Capital Management first reported a position in MO in Q4 2017 and has held it in 12 quarters since. The position peaked at $11.5M in Q3 2018. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Howard Capital Management held 107,257 shares of Altria Group worth $7.72M as of Q2 2026.
  • Howard Capital Management bought 30,694 Altria Group shares in Q2 2026, an estimated $2.14M.
  • Altria Group made up 0.09% of Howard Capital Management's portfolio in Q2 2026, its #79 holding.
  • Howard Capital Management first reported a position in Altria Group in Q4 2017 and has held it in 12 quarters since.
  • Howard Capital Management's Altria Group position peaked at $11.5M in Q3 2018.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.