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

Hemington 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
2025
Q3 		$141K Buy
2,140
+542
+34% +$34.3K 0.02% 194
2025
Q2 		$93K Sell
1,598
-12
-0.7% -$705 0.01% 231
2025
Q1 		$96K Buy
1,610
+133
+9% +$7.26K 0.01% 213
2024
Q4 		$77K Buy
1,477
+112
+8% +$5.97K 0.02% 234
2024
Q3 		$74K Buy
+1,365
New +$69K 0.02% 230

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hemington Wealth Management's MO Position: Q3 2025 in Review

Hemington Wealth Management increased its Altria Group (MO) stake by 34% in Q3 2025, buying an estimated $34.3K and bringing the position to 2,140 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #194.

Hemington Wealth Management first reported a position in MO in Q3 2024 and has held it in 5 quarters since. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Hemington Wealth Management held 2,140 shares of Altria Group worth $141K as of Q3 2025.
  • Hemington Wealth Management bought 542 Altria Group shares in Q3 2025, an estimated $34.3K.
  • Altria Group made up 0.02% of Hemington Wealth Management's portfolio in Q3 2025, its #194 holding.
  • Hemington Wealth Management first reported a position in Altria Group in Q3 2024 and has held it in 5 quarters since.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.