HF Advisory Group’s Altria Group MO Stock Holding History

HF Advisory Group’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	$3.09M	Buy	42,957 +1,506	+4%	+$105K	0.96%	37
2026 Q1	$2.74M	Buy	41,451 +3,798	+10%	+$244K	0.93%	40
2025 Q4	$2.17M	Buy	37,653 +4,279	+13%	+$258K	0.76%	51
2025 Q3	$2.2M	Buy	33,374 +1,104	+3%	+$69.9K	0.81%	47
2025 Q2	$1.89M	Buy	32,270 +1,937	+6%	+$114K	0.75%	50
2025 Q1	$1.82M	Buy	30,333 +1,847	+6%	+$101K	0.8%	43
2024 Q4	$1.49M	Sell	28,486 -431	-1%	-$23K	0.68%	56
2024 Q3	$1.48M	Sell	28,917 -1,458	-5%	-$73.7K	0.69%	54
2024 Q2	$1.38M	Buy	30,375 +722	+2%	+$32K	0.72%	52
2024 Q1	$1.29M	Buy	29,653 +1,737	+6%	+$72K	0.72%	49
2023 Q4	$1.13M	Buy	27,916 +1,815	+7%	+$75.1K	0.72%	50
2023 Q3	$1.1M	Buy	26,101 +2,316	+10%	+$102K	0.81%	44
2023 Q2	$1.08M	Buy	23,785 +2,954	+14%	+$134K	0.85%	42
2023 Q1	$929K	Buy	20,831 +2,984	+17%	+$137K	0.82%	41
2022 Q4	$816K	Buy	+17,847	New	+$808K	0.82%	42

Other funds holding MO

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HF Advisory Group's MO Position: Q2 2026 in Review

HF Advisory Group increased its Altria Group (MO) stake by 3.6% in Q2 2026, buying an estimated $105K and bringing the position to 42,957 shares worth $3.09M. The position accounts for 0.96% of the portfolio, ranked #37.

HF Advisory Group first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

HF Advisory Group held 42,957 shares of Altria Group worth $3.09M as of Q2 2026.
HF Advisory Group bought 1,506 Altria Group shares in Q2 2026, an estimated $105K.
Altria Group made up 0.96% of HF Advisory Group's portfolio in Q2 2026, its #37 holding.
HF Advisory Group first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.