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Heritage Wealth Management (Ohio)’s Altria Group MO Stock Holding History

Heritage Wealth Management (Ohio)’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 		$568K Buy
7,893
+15
+0.2% +$1.05K 0.14% 150
2026
Q1 		$520K Sell
7,878
-432
-5% -$27.8K 0.26% 96
2025
Q4 		$479K Buy
8,310
+15
+0.2% +$906 0.13% 157
2025
Q3 		$548K Buy
8,295
+16
+0.2% +$1.01K 0.16% 135
2025
Q2 		$485K Sell
8,279
-984
-11% -$57.8K 0.16% 141
2025
Q1 		$556K Sell
9,263
-382
-4% -$20.9K 0.19% 123
2024
Q4 		$504K Buy
9,645
+17
+0.2% +$906 0.17% 133
2024
Q3 		$491K Buy
9,628
+18
+0.2% +$910 0.16% 138
2024
Q2 		$443K Buy
+9,610
New +$426K 0.15% 146

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 Wealth Management (Ohio)'s MO Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Altria Group (MO) stake by 0.19% in Q2 2026, buying an estimated $1.05K and bringing the position to 7,893 shares worth $568K. The position accounts for 0.14% of the portfolio, ranked #150.

Heritage Wealth Management (Ohio) first reported a position in MO in Q2 2024 and has held it in 9 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 7,893 shares of Altria Group worth $568K as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 15 Altria Group shares in Q2 2026, an estimated $1.05K.
  • Altria Group made up 0.14% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #150 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.