HWA
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Heartwood Wealth Advisors’s Altria Group MO Stock Holding History

Heartwood Wealth Advisors’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
Q3 		$363K Hold
5,391
– – 0.03% 164
2026
Q2 		$388K Sell
5,391
-41
-0.8% -$2.86K 0.03% 163
2026
Q1 		$358K Buy
5,432
+1,052
+24% +$67.7K 0.03% 156
2025
Q4 		$253K Buy
4,380
+532
+14% +$32.1K 0.02% 179
2025
Q3 		$254K Hold
3,848
– – 0.02% 177
2025
Q2 		$226K Buy
+3,848
New +$226K 0.02% 177

Other funds holding MO

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

Heartwood Wealth Advisors's MO Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Altria Group (MO) position steady in Q3 2026 at 5,391 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #164.

Heartwood Wealth Advisors first reported a position in MO in Q2 2025 and has held it in 6 quarters since. The position peaked at $388K in Q2 2026. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Heartwood Wealth Advisors held 5,391 shares of Altria Group worth $363K as of Q3 2026.
  • Heartwood Wealth Advisors left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #164 holding.
  • Heartwood Wealth Advisors first reported a position in Altria Group in Q2 2025 and has held it in 6 quarters since.
  • Heartwood Wealth Advisors's Altria Group position peaked at $388K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.