HBW Advisory Services’s Altria Group MO Stock Holding History

HBW Advisory Services’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	$3.31M	Buy	46,016 +510	+1%	+$35.6K	0.3%	74
2026 Q1	$3M	Sell	45,506 -1,640	-3%	-$106K	0.32%	77
2025 Q4	$2.72M	Sell	47,146 -8,122	-15%	-$490K	0.3%	78
2025 Q3	$3.65M	Sell	55,268 -831	-1%	-$52.6K	0.41%	56
2025 Q2	$3.29M	Sell	56,099 -6,217	-10%	-$365K	0.41%	54
2025 Q1	$3.74M	Buy	62,316 +1,812	+3%	+$98.9K	0.53%	42
2024 Q4	$3.16M	Buy	60,504 +1,059	+2%	+$56.4K	0.32%	55
2024 Q3	$3.03M	Sell	59,445 -5,658	-9%	-$286K	0.44%	59
2024 Q2	$2.97M	Buy	65,103 +9,961	+18%	+$442K	0.49%	59
2024 Q1	$2.22M	Hold	55,142	–	–	0.42%	72
2023 Q4	$2.22M	Sell	55,142 -1,519	-3%	-$62.8K	0.42%	72
2023 Q3	$2.38M	Buy	56,661 +22,958	+68%	+$1.01M	0.5%	59
2023 Q2	$1.53M	Buy	33,703 +3,822	+13%	+$173K	0.33%	75
2023 Q1	$1.33M	Buy	29,881 +5,013	+20%	+$230K	0.33%	85
2022 Q4	$1.14M	Sell	24,868 -136	-0.5%	-$6.16K	0.3%	93
2022 Q3	$1.01M	Buy	25,004 +1,382	+6%	+$60.3K	0.28%	99
2022 Q2	$987K	Buy	23,622 +13,570	+135%	+$703K	0.26%	105
2022 Q1	$525K	Buy	10,052 +286	+3%	+$14.6K	0.18%	131
2021 Q4	$463K	Sell	9,766 -1,090	-10%	-$49.9K	0.11%	173
2021 Q3	$494K	Buy	10,856 +2,317	+27%	+$112K	0.13%	154
2021 Q2	$407K	Buy	8,539 +2,016	+31%	+$99K	0.11%	171
2021 Q1	$334K	Buy	6,523 +1,230	+23%	+$55.1K	0.09%	181
2020 Q4	$217K	Buy	+5,293	New	+$213K	0.07%	201
2020 Q1	–	Sell	-4,375	Closed	-$219K	–	131
2019 Q4	$219K	Buy	+4,375	New	+$206K	0.13%	125

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HBW Advisory Services's MO Position: Q2 2026 in Review

HBW Advisory Services increased its Altria Group (MO) stake by 1.1% in Q2 2026, buying an estimated $35.6K and bringing the position to 46,016 shares worth $3.31M. The position accounts for 0.3% of the portfolio, ranked #74.

HBW Advisory Services first reported a position in MO in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.74M in Q1 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

HBW Advisory Services held 46,016 shares of Altria Group worth $3.31M as of Q2 2026.
HBW Advisory Services bought 510 Altria Group shares in Q2 2026, an estimated $35.6K.
Altria Group made up 0.3% of HBW Advisory Services's portfolio in Q2 2026, its #74 holding.
HBW Advisory Services first reported a position in Altria Group in Q4 2019 and has held it in 24 quarters since.
HBW Advisory Services's Altria Group position peaked at $3.74M in Q1 2025.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.