HFS
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Howard Financial Services’s Altria Group MO Stock Holding History

Howard Financial Services’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 		$640K Sell
8,895
-550
-6% -$38.4K 0.06% 126
2026
Q1 		$623K Buy
9,445
+745
+9% +$47.9K 0.07% 112
2025
Q4 		$502K Buy
8,700
+871
+11% +$52.6K 0.06% 116
2025
Q3 		$517K Buy
7,829
+151
+2% +$9.57K 0.06% 102
2025
Q2 		$450K Buy
7,678
+120
+2% +$7.05K 0.06% 112
2025
Q1 		$454K Buy
7,558
+970
+15% +$53K 0.06% 106
2024
Q4 		$344K Buy
6,588
+356
+6% +$19K 0.05% 131
2024
Q3 		$318K Buy
6,232
+396
+7% +$20K 0.05% 121
2024
Q2 		$266K Buy
5,836
+35
+0.6% +$1.55K 0.04% 128
2024
Q1 		$253K Sell
5,801
-35
-0.6% -$1.45K 0.04% 133
2023
Q4 		$235K Buy
5,836
+351
+6% +$14.5K 0.05% 137
2023
Q3 		$231K Buy
5,485
+57
+1% +$2.52K 0.05% 131
2023
Q2 		$246K Buy
5,428
+49
+0.9% +$2.22K 0.06% 123
2023
Q1 		$240K Buy
5,379
+29
+0.5% +$1.33K 0.06% 118
2022
Q4 		$245K Buy
5,350
+68
+1% +$3.08K 0.06% 114
2022
Q3 		$213K Buy
5,282
+193
+4% +$8.42K 0.07% 113
2022
Q2 		$213K Buy
5,089
+1
+0% +$52 0.07% 106
2022
Q1 		$266K Sell
5,088
-134
-3% -$6.83K 0.08% 105
2021
Q4 		$247K Buy
5,222
+645
+14% +$29.6K 0.07% 108
2021
Q3 		$208K Buy
4,577
+377
+9% +$18.2K 0.08% 113
2021
Q2 		$200K Sell
4,200
-2,303
-35% -$113K 0.08% 116
2021
Q1 		$333K Buy
6,503
+263
+4% +$11.8K 0.15% 81
2020
Q4 		$256K Buy
6,240
+28
+0.5% +$1.12K 0.13% 88
2020
Q3 		$240K Buy
6,212
+27
+0.4% +$1.12K 0.16% 76
2020
Q2 		$243K Sell
6,185
-5,439
-47% -$212K 0.17% 72
2020
Q1 		$450K Buy
11,624
+244
+2% +$10.8K 0.4% 37
2019
Q4 		$568K Buy
11,380
+143
+1% +$6.75K 0.35% 44
2019
Q3 		$460K Buy
11,237
+347
+3% +$16K 0.3% 51
2019
Q2 		$516K Buy
10,890
+11
+0.1% +$576 0.35% 47
2019
Q1 		$625K Sell
10,879
-1,054
-9% -$53.9K 0.44% 42
2018
Q4 		$589K Buy
+11,933
New +$691K 0.45% 41

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Howard Financial Services's MO Position: Q2 2026 in Review

Howard Financial Services reduced its Altria Group (MO) stake by 5.8% in Q2 2026, selling an estimated $38.4K and leaving 8,895 shares worth $640K. The position accounts for 0.06% of the portfolio, ranked #126.

Howard Financial Services first reported a position in MO in Q4 2018 and has held it in 31 quarters since. 998 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Howard Financial Services held 8,895 shares of Altria Group worth $640K as of Q2 2026.
  • Howard Financial Services sold 550 Altria Group shares in Q2 2026, an estimated $38.4K.
  • Altria Group made up 0.06% of Howard Financial Services's portfolio in Q2 2026, its #126 holding.
  • Howard Financial Services first reported a position in Altria Group in Q4 2018 and has held it in 31 quarters since.
  • 998 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.