MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV MO ALTRIA GROUP INC

Ownership history in MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV  ·  3 quarters on record

AI Ownership Summary

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported ALTRIA GROUP INC (MO) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 3.38% in 2026 Q2. The latest visible filing shows MO at 3.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's position in ALTRIA GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MO was reported at 3.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.38% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV held MO — position size vs. price
% of Fund (quarterly)    MO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 52,329 -274 -0.5% 3.38% $3.8M 2026-07-28 $72.89
2026 Q1 ADDED 52,603 +5,447 +11.6% 3.03% $3.5M 2026-05-01 $73.45
2025 Q4 INITIATED 47,156 2.22% $2.7M 2026-01-22 $59.14

FAQ About MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV and MO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported owning MO?

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported MO across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported MO position in MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's portfolio?

The largest reported portfolio weight for MO was 3.38% in 2026 Q2.

What is the latest reported MO position on this page?

The most recent filing on this page is 2026 Q2, when MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported 52,329 shares, equal to 3.38% of portfolio, with an estimated market value of $3.8M.

What does the chart on this MO ownership page compare?

The chart compares MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's quarterly MO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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