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MH & Associates Securities Management’s Altria Group MO Stock Holding History

MH & Associates Securities 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 		$3.77M Sell
52,329
-274
-0.5% -$19.1K 3.38% 8
2026
Q1 		$3.47M Buy
52,603
+5,447
+12% +$350K 3.03% 12
2025
Q4 		$2.72M Buy
+47,156
New +$2.85M 2.22% 22

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

MH & Associates Securities Management's MO Position: Q2 2026 in Review

MH & Associates Securities Management reduced its Altria Group (MO) stake by 0.52% in Q2 2026, selling an estimated $19.1K and leaving 52,329 shares worth $3.77M. The position accounts for 3.38% of the portfolio, ranked #8.

MH & Associates Securities Management first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,560 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • MH & Associates Securities Management held 52,329 shares of Altria Group worth $3.77M as of Q2 2026.
  • MH & Associates Securities Management sold 274 Altria Group shares in Q2 2026, an estimated $19.1K.
  • Altria Group made up 3.38% of MH & Associates Securities Management's portfolio in Q2 2026, its #8 holding.
  • MH & Associates Securities Management first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,560 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on MH & Associates Securities Management's 13F filing for Q2 2026, filed 28 Jul 2026.