MIFH
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Migdal Insurance & Financial Holdings’s Altria Group MO Stock Holding History

Migdal Insurance & Financial Holdings’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 		$24K Sell
334
-610
-65% -$42.6K ﹤0.01% 311
2026
Q1 		$62.3K Buy
+944
New +$60.7K ﹤0.01% 274
2025
Q4 		– Sell
-854
Closed -$56K – 371
2025
Q3 		$56K Buy
+854
New +$54.1K ﹤0.01% 267
2022
Q3 		– Sell
-4,002
Closed -$167K – 572
2022
Q2 		$167K Buy
4,002
+562
+16% +$29.1K ﹤0.01% 250
2022
Q1 		$179K Buy
3,440
+45
+1% +$2.29K ﹤0.01% 280
2021
Q4 		$160K Buy
3,395
+150
+5% +$6.87K ﹤0.01% 316
2021
Q3 		$148K Sell
3,245
-124
-4% -$5.99K ﹤0.01% 320
2021
Q2 		$161K Buy
3,369
+497
+17% +$24.4K ﹤0.01% 341
2021
Q1 		$147K Buy
2,872
+292
+11% +$13.1K ﹤0.01% 403
2020
Q4 		$106K Sell
2,580
-238
-8% -$9.56K ﹤0.01% 385
2020
Q3 		$109K Sell
2,818
-538
-16% -$22.4K ﹤0.01% 466
2020
Q2 		$132K Sell
3,356
-21
-0.6% -$819 ﹤0.01% 384
2020
Q1 		$131K Sell
3,377
-3,181
-49% -$141K ﹤0.01% 347
2019
Q4 		$327K Buy
6,558
+425
+7% +$20K 0.01% 336
2019
Q3 		$251K Buy
6,133
+2,035
+50% +$93.6K 0.01% 435
2019
Q2 		$194K Buy
4,098
+1,080
+36% +$56.6K 0.01% 473
2019
Q1 		$173K Buy
3,018
+2,458
+439% +$126K ﹤0.01% 417
2018
Q4 		$28K Sell
560
-77
-12% -$4.46K ﹤0.01% 619
2018
Q3 		$38K Buy
637
+183
+40% +$10.9K ﹤0.01% 712
2018
Q2 		$26K Sell
454
-31
-6% -$1.79K ﹤0.01% 701
2018
Q1 		$30K Buy
485
+127
+35% +$8.41K ﹤0.01% 475
2017
Q4 		$26K Buy
358
+102
+40% +$6.83K ﹤0.01% 462
2017
Q3 		$16K Buy
256
+29
+13% +$1.93K ﹤0.01% 518
2017
Q2 		$17K Sell
227
-1,832
-89% -$134K ﹤0.01% 427
2017
Q1 		$149K Sell
2,059
-100,027
-98% -$7.24M ﹤0.01% 334
2016
Q4 		$242K Buy
+102,086
New +$6.57M 0.01% 254

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

Migdal Insurance & Financial Holdings's MO Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings reduced its Altria Group (MO) stake by 65% in Q2 2026, selling an estimated $42.6K and leaving 334 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Migdal Insurance & Financial Holdings first reported a position in MO in Q4 2016 and has held it in 26 quarters since. The position peaked at $327K in Q4 2019. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 334 shares of Altria Group worth $24K as of Q2 2026.
  • Migdal Insurance & Financial Holdings sold 610 Altria Group shares in Q2 2026, an estimated $42.6K.
  • Altria Group made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #311 holding.
  • Migdal Insurance & Financial Holdings first reported a position in Altria Group in Q4 2016 and has held it in 26 quarters since.
  • Migdal Insurance & Financial Holdings's Altria Group position peaked at $327K in Q4 2019.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.