HFO
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Heritage Family Offices’s Altria Group MO Stock Holding History

Heritage Family Offices’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 		$710K Buy
9,867
+739
+8% +$51.6K 0.27% 80
2026
Q1 		$602K Buy
9,128
+1,385
+18% +$89.1K 0.27% 87
2025
Q4 		$446K Buy
7,743
+213
+3% +$12.9K 0.2% 102
2025
Q3 		$497K Hold
7,530
– – 0.23% 96
2025
Q2 		$438K Hold
7,530
– – 0.22% 100
2025
Q1 		$452K Hold
7,530
– – 0.23% 97
2024
Q4 		$394K Buy
7,530
+420
+6% +$22.4K 0.2% 103
2024
Q3 		$363K Hold
7,110
– – 0.19% 110
2024
Q2 		$324K Buy
+7,110
New +$315K 0.18% 110

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

Heritage Family Offices's MO Position: Q2 2026 in Review

Heritage Family Offices increased its Altria Group (MO) stake by 8.1% in Q2 2026, buying an estimated $51.6K and bringing the position to 9,867 shares worth $710K. The position accounts for 0.27% of the portfolio, ranked #80.

Heritage Family Offices first reported a position in MO in Q2 2024 and has held it in 9 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Heritage Family Offices held 9,867 shares of Altria Group worth $710K as of Q2 2026.
  • Heritage Family Offices bought 739 Altria Group shares in Q2 2026, an estimated $51.6K.
  • Altria Group made up 0.27% of Heritage Family Offices's portfolio in Q2 2026, its #80 holding.
  • Heritage Family Offices first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.