SMH
MO icon

Sanders Morris Harris’s Altria Group MO Stock Holding History

Sanders Morris Harris’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 		$4.17M Sell
57,955
-10,843
-16% -$757K 2.42% 11
2026
Q1 		$4.54M Buy
+68,798
New +$4.43M 0.72% 27
2025
Q4 		– Sell
-17,951
Closed -$1.19M – 196
2025
Q3 		$1.19M Buy
17,951
+9,292
+107% +$589K 0.16% 97
2025
Q2 		$508K Sell
8,659
-9,868
-53% -$580K 0.12% 70
2025
Q1 		$1.1M Buy
18,527
+3,200
+21% +$175K 0.17% 81
2024
Q4 		$802K Hold
15,327
– – 0.12% 121
2024
Q3 		$782K Hold
15,327
– – 0.13% 116
2024
Q2 		$698K Sell
15,327
-445
-3% -$19.7K 0.11% 123
2024
Q1 		$688K Buy
15,772
+5,904
+60% +$245K 0.13% 127
2023
Q4 		$413K Sell
9,868
-5,904
-37% -$244K 0.2% 127
2023
Q3 		$658K Hold
15,772
– – 0.14% 119
2023
Q2 		$721K Buy
15,772
+6,855
+77% +$310K 0.16% 98
2023
Q1 		$398K Sell
8,917
-9,868
-53% -$454K 0.14% 75
2022
Q4 		$859K Sell
18,785
-1,000
-5% -$45.3K 0.33% 64
2022
Q3 		$811K Hold
19,785
– – 0.2% 80
2022
Q2 		$832K Hold
19,785
– – 0.18% 85
2022
Q1 		$1.03M Sell
19,785
-83
-0.4% -$4.23K 0.2% 83
2021
Q4 		$946K Sell
19,868
-1,000
-5% -$45.8K 0.16% 94
2021
Q3 		$961K Sell
20,868
-20,750
-50% -$1M 0.17% 95
2021
Q2 		$1.97M Sell
41,618
-50,000
-55% -$2.46M 0.38% 55
2021
Q1 		$4.69M Hold
91,618
– – 0.99% 20
2020
Q4 		$3.76M Sell
91,618
-400
-0.4% -$16.1K 0.86% 27
2020
Q3 		$3.56M Buy
92,018
+9,712
+12% +$404K 0.97% 21
2020
Q2 		$3.23M Buy
82,306
+150
+0.2% +$5.85K 1.57% 14
2020
Q1 		$31K Buy
82,156
+4,006
+5% +$178K 0.03% 119
2019
Q4 		$4.1M Sell
78,150
-1,000
-1% -$47.2K 0.93% 22
2019
Q3 		$3.22M Sell
79,150
-300
-0.4% -$13.8K 0.78% 26
2019
Q2 		$3.77M Buy
79,450
+48,300
+155% +$2.53M 0.98% 18
2019
Q1 		$1.79M Sell
31,150
-500
-2% -$25.6K 0.87% 26
2018
Q4 		$1.56M Sell
31,650
-2,200
-6% -$127K 0.86% 26
2018
Q3 		$2.04M Buy
33,850
+100
+0.3% +$5.94K 0.96% 26
2018
Q2 		$1.92M Hold
33,750
– – 0.89% 26
2018
Q1 		$2.1M Sell
33,750
-1,000
-3% -$66.2K 0.88% 27
2017
Q4 		$2.48M Sell
34,750
-700
-2% -$46.9K 1.05% 24
2017
Q3 		$2.25M Sell
35,450
-375
-1% -$25K 0.96% 27
2017
Q2 		$2.67M Buy
35,825
+275
+0.8% +$20.1K 1.09% 23
2017
Q1 		$2.54M Buy
35,550
+445
+1% +$32.2K 0.93% 25
2016
Q4 		$2.37M Sell
35,105
-226
-0.6% -$14.6K 1.1% 19
2016
Q3 		$2.23M Buy
35,331
+2,020
+6% +$134K 0.68% 38
2016
Q2 		$2.3M Sell
33,311
-2,287
-6% -$146K 0.53% 49
2016
Q1 		$2.23M Buy
+35,598
New +$2.15M 0.38% 56

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sanders Morris Harris's MO Position: Q2 2026 in Review

Sanders Morris Harris reduced its Altria Group (MO) stake by 16% in Q2 2026, selling an estimated $757K and leaving 57,955 shares worth $4.17M. The position accounts for 2.42% of the portfolio, ranked #11.

Sanders Morris Harris first reported a position in MO in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.69M in Q1 2021. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Sanders Morris Harris held 57,955 shares of Altria Group worth $4.17M as of Q2 2026.
  • Sanders Morris Harris sold 10,843 Altria Group shares in Q2 2026, an estimated $757K.
  • Altria Group made up 2.42% of Sanders Morris Harris's portfolio in Q2 2026, its #11 holding.
  • Sanders Morris Harris first reported a position in Altria Group in Q1 2016 and has held it in 41 quarters since.
  • Sanders Morris Harris's Altria Group position peaked at $4.69M in Q1 2021.
  • 452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.