Hartford Financial Management’s Altria Group MO Stock Holding History

Hartford Financial Management’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	$171K	Sell	2,594 -45	-2%	-$2.9K	0.04%	133
2025 Q4	$152K	Hold	2,639	–	–	0.04%	136
2025 Q3	$174K	Hold	2,639	–	–	0.05%	134
2025 Q2	$155K	Sell	2,639 -43,000	-94%	-$2.53M	0.04%	139
2025 Q1	$2.74M	Sell	45,639 -3	-0%	-$164	0.57%	53
2024 Q4	$2.39M	Sell	45,642 -17	-0%	-$906	0.49%	60
2024 Q3	$2.33M	Hold	45,659	–	–	0.48%	62
2024 Q2	$2.08M	Sell	45,659 -100	-0.2%	-$4.44K	0.45%	69
2024 Q1	$2M	Sell	45,759 -101	-0.2%	-$4.19K	0.42%	72
2023 Q4	$1.85M	Sell	45,860 -219	-0.5%	-$9.06K	0.42%	75
2023 Q3	$1.94M	Hold	46,079	–	–	0.49%	70
2023 Q2	$2.09M	Sell	46,079 -70	-0.2%	-$3.17K	0.52%	66
2023 Q1	$2.06M	Hold	46,149	–	–	0.53%	64
2022 Q4	$2.11M	Sell	46,149 -620	-1%	-$28.1K	0.56%	66
2022 Q3	$1.89M	Hold	46,769	–	–	0.56%	63
2022 Q2	$1.95M	Hold	46,769	–	–	0.54%	67
2022 Q1	$2.44M	Hold	46,769	–	–	0.59%	64
2021 Q4	$2.22M	Sell	46,769 -135	-0.3%	-$6.19K	0.52%	69
2021 Q3	$2.13M	Hold	46,904	–	–	0.54%	71
2021 Q2	$2.24M	Hold	46,904	–	–	0.56%	67
2021 Q1	$2.4M	Hold	46,904	–	–	0.6%	64
2020 Q4	$1.92M	Hold	46,904	–	–	0.51%	71
2020 Q3	$1.81M	Hold	46,904	–	–	0.54%	68
2020 Q2	$1.84M	Buy	46,904 +25,070	+115%	+$978K	0.59%	62
2020 Q1	$844K	Sell	21,834 -21	-0.1%	-$932	0.34%	90
2019 Q4	$1.09M	Sell	21,855 -24	-0.1%	-$1.13K	0.34%	93
2019 Q3	$895K	Sell	21,879 -24	-0.1%	-$1.1K	0.3%	96
2019 Q2	$1.04M	Sell	21,903 -79	-0.4%	-$4.14K	0.35%	94
2019 Q1	$1.26M	Sell	21,982 -75	-0.3%	-$3.83K	0.43%	79
2018 Q4	$1.09M	Hold	22,057	–	–	0.42%	78
2018 Q3	$1.33M	Sell	22,057 -24	-0.1%	-$1.43K	0.45%	75
2018 Q2	$1.25M	Buy	22,081 +17,839	+421%	+$1.03M	0.45%	77
2018 Q1	$264K	Buy	4,242 +620	+17%	+$41.1K	0.13%	113
2017 Q4	$258K	Hold	3,622	–	–	0.13%	120
2017 Q3	$229K	Hold	3,622	–	–	0.12%	120
2017 Q2	$269K	Sell	3,622 -920	-20%	-$67.3K	0.12%	115
2017 Q1	$324K	Buy	4,542 +920	+25%	+$66.6K	0.2%	94
2016 Q4	$245K	Hold	3,622	–	–	0.15%	108
2016 Q3	$229K	Buy	3,622 +81	+2%	+$5.38K	0.14%	107
2016 Q2	$244K	Hold	3,541	–	–	0.15%	100
2016 Q1	$221K	Buy	3,541 +80	+2%	+$4.84K	0.14%	102
2015 Q4	$201K	Hold	3,461	–	–	0.13%	106
2015 Q3	$188K	Hold	3,461	–	–	0.13%	103
2015 Q2	$169K	Buy	+3,461	New	+$175K	0.1%	114
2015 Q1	–	Sell	-3,461	Closed	-$170K	–	180
2014 Q4	$170K	Hold	3,461	–	–	0.1%	108
2014 Q3	$158K	Hold	3,461	–	–	0.09%	116
2014 Q2	$145K	Hold	3,461	–	–	0.09%	117
2014 Q1	$129K	Hold	3,461	–	–	0.08%	117
2013 Q4	$132K	Hold	3,461	–	–	0.09%	119
2013 Q3	$118K	Hold	3,461	–	–	0.08%	124
2013 Q2	$121K	Buy	+3,461	New	+$124K	0.08%	123

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hartford Financial Management's MO Position: Q1 2026 in Review

Hartford Financial Management reduced its Altria Group (MO) stake by 1.7% in Q1 2026, selling an estimated $2.9K and leaving 2,594 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #133.

Hartford Financial Management first reported a position in MO in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.74M in Q1 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Hartford Financial Management held 2,594 shares of Altria Group worth $171K as of Q1 2026.
Hartford Financial Management sold 45 Altria Group shares in Q1 2026, an estimated $2.9K.
Altria Group made up 0.04% of Hartford Financial Management's portfolio in Q1 2026, its #133 holding.
Hartford Financial Management first reported a position in Altria Group in Q2 2013 and has held it in 51 quarters since.
Hartford Financial Management's Altria Group position peaked at $2.74M in Q1 2025.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.