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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return