HWM
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HB Wealth Management’s Altria Group MO Stock Holding History

HB Wealth 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
Q2 		$8.96M Buy
124,567
+2,577
+2% +$180K 0.05% 185
2026
Q1 		$8.05M Buy
121,990
+3,532
+3% +$227K 0.05% 184
2025
Q4 		$6.83M Buy
118,458
+4,072
+4% +$246K 0.04% 211
2025
Q3 		$7.56M Buy
114,386
+15,561
+16% +$986K 0.05% 193
2025
Q2 		$5.79M Sell
98,825
-6,622
-6% -$389K 0.05% 204
2025
Q1 		$6.33M Buy
105,447
+19,054
+22% +$1.04M 0.05% 188
2024
Q4 		$4.52M Buy
86,393
+4,652
+6% +$248K 0.05% 177
2024
Q3 		$4.17M Buy
81,741
+9,500
+13% +$480K 0.04% 174
2024
Q2 		$3.29M Buy
72,241
+13,422
+23% +$595K 0.04% 193
2024
Q1 		$2.57M Buy
58,819
+10,339
+21% +$429K 0.03% 209
2023
Q4 		$1.96M Sell
48,480
-6,238
-11% -$258K 0.03% 231
2023
Q3 		$2.3M Buy
54,718
+4,688
+9% +$207K 0.04% 192
2023
Q2 		$2.27M Buy
50,030
+377
+0.8% +$17.1K 0.04% 190
2023
Q1 		$2.22M Buy
49,653
+2,838
+6% +$130K 0.04% 185
2022
Q4 		$2.14M Sell
46,815
-292
-0.6% -$13.2K 0.04% 190
2022
Q3 		$1.9M Buy
47,107
+9,453
+25% +$412K 0.04% 182
2022
Q2 		$1.57M Buy
37,654
+7,437
+25% +$385K 0.03% 199
2022
Q1 		$1.58M Buy
30,217
+3,841
+15% +$196K 0.03% 211
2021
Q4 		$1.25M Buy
+26,376
New +$1.21M 0.03% 210

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

HB Wealth Management's MO Position: Q2 2026 in Review

HB Wealth Management increased its Altria Group (MO) stake by 2.1% in Q2 2026, buying an estimated $180K and bringing the position to 124,567 shares worth $8.96M. The position accounts for 0.05% of the portfolio, ranked #185.

HB Wealth Management first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • HB Wealth Management held 124,567 shares of Altria Group worth $8.96M as of Q2 2026.
  • HB Wealth Management bought 2,577 Altria Group shares in Q2 2026, an estimated $180K.
  • Altria Group made up 0.05% of HB Wealth Management's portfolio in Q2 2026, its #185 holding.
  • HB Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.