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SmartHarvest Portfolios’s Altria Group MO Stock Holding History

SmartHarvest Portfolios’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 		$430K Buy
5,970
+815
+16% +$56.9K 0.14% 159
2026
Q1 		$340K Sell
5,155
-463
-8% -$29.8K 0.14% 171
2025
Q4 		$324K Buy
+5,618
New +$339K 0.11% 201

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

SmartHarvest Portfolios's MO Position: Q2 2026 in Review

SmartHarvest Portfolios increased its Altria Group (MO) stake by 16% in Q2 2026, buying an estimated $56.9K and bringing the position to 5,970 shares worth $430K. The position accounts for 0.14% of the portfolio, ranked #159.

SmartHarvest Portfolios first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • SmartHarvest Portfolios held 5,970 shares of Altria Group worth $430K as of Q2 2026.
  • SmartHarvest Portfolios bought 815 Altria Group shares in Q2 2026, an estimated $56.9K.
  • Altria Group made up 0.14% of SmartHarvest Portfolios's portfolio in Q2 2026, its #159 holding.
  • SmartHarvest Portfolios first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.