Howard Financial Services’s Altria Group MO Stock Holding History
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
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. 2,568 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.
- 2,568 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.