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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Heartwood Wealth Advisors's MO Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its Altria Group (MO) stake by 0.75% in Q2 2026, selling an estimated $2.86K and leaving 5,391 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #163.

Heartwood Wealth Advisors first reported a position in MO in Q2 2025 and has held it in 5 quarters since. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Heartwood Wealth Advisors held 5,391 shares of Altria Group worth $388K as of Q2 2026.
Heartwood Wealth Advisors sold 41 Altria Group shares in Q2 2026, an estimated $2.86K.
Altria Group made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #163 holding.
Heartwood Wealth Advisors first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.