Horizon Investments, LLC

Position in MO — Altria Group, Inc.

CIK 1560717 Charlotte, NC

Position in MO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$12,643,269

+$2,004,626 QoQ

Shares Held

175,723

+9.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#285

of 2,535 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Consumer Defensive · as of Jun 30, 2026

Horizon Investments, LLC holds $41,342,148 across 3 Tobacco names. MO ranks #2 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	156,125	$28,244,573
2	MO	Altria Group, Inc. This page	175,723	$12,643,269
3	BTI	British American Tobacco p.l.c.	7,356	$454,306

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,643,269	175,723	+9.0%	Shares	Sole	2026-08-13
2026-03-31	$10,638,643	161,216	-10.9%	Shares	Sole	2026-05-15
2025-12-31	$10,432,077	180,924	-36.5%	Shares	Sole	2026-02-02
2025-09-30	$18,835,489	285,127	+47.9%	Shares	Sole	2025-11-14
2025-06-30	$11,305,857	192,834	+528.2%	Shares	Sole	2025-08-14
2025-03-31	$1,842,313	30,695	+3.7%	Shares	Sole	2025-05-13
2024-12-31	$1,548,306	29,610	+3.0%	Shares	Sole	2025-02-10
2024-09-30	$1,467,144	28,745	-4.3%	Shares	Sole	2024-11-13
2024-06-30	$1,367,638	30,025	-1.6%	Shares	Sole	2024-08-09
2024-03-31	$1,331,282	30,520	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$1,232,346	30,549	+158.3%	Shares	Sole	2024-02-14
2023-09-30	$497,241	11,825	+1.2%	Shares	Sole	2023-11-14
2023-06-30	$529,421	11,687	-23.1%	Shares	Sole	2023-08-14
2023-03-31	$677,822	15,191	+84.3%	Shares	Sole	2023-05-15
2022-12-31	$376,741	8,242	+41.4%	Shares	Sole	2023-02-14
2022-09-30	$235,415	5,830	-62.9%	Shares	Sole	2022-11-14
2022-06-30	$656,164	15,709	+2.6%	Shares	Sole	2022-08-12
2022-03-31	$800,261	15,316	+17.2%	Shares	Sole	2022-05-16
2021-12-31	$619,197	13,066	-47.2%	Shares	Sole	2022-02-15
2021-09-30	$1,125,800	24,732	-33.3%	Shares	Sole	2021-11-15
2021-06-30	$1,766,830	37,056	-28.8%	Shares	Sole	2021-08-13
2021-03-31	$2,663,696	52,066	+244.6%	Shares	Sole	2021-05-14
2020-09-30	$583,773	15,108	-51.6%	Shares	Sole	2020-11-16
2020-06-30	$1,223,972	31,184	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.