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Safe Harbor Fiduciary’s Altria Group MO Stock Holding History

Safe Harbor Fiduciary’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
Q1 		$207K Sell
3,137
-128
-4% -$8.24K 0.2% 56
2025
Q4 		$188K Buy
+3,265
New +$197K 0.17% 61

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Safe Harbor Fiduciary's MO Position: Q1 2026 in Review

Safe Harbor Fiduciary reduced its Altria Group (MO) stake by 3.9% in Q1 2026, selling an estimated $8.24K and leaving 3,137 shares worth $207K. The position accounts for 0.2% of the portfolio, ranked #56.

Safe Harbor Fiduciary first reported a position in MO in Q4 2025 and has held it in 2 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Safe Harbor Fiduciary held 3,137 shares of Altria Group worth $207K as of Q1 2026.
  • Safe Harbor Fiduciary sold 128 Altria Group shares in Q1 2026, an estimated $8.24K.
  • Altria Group made up 0.2% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #56 holding.
  • Safe Harbor Fiduciary first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.