High Net Worth Advisory Group’s Altria Group MO Stock Holding History

High Net Worth 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 Q1	$300K	Hold	4,549	–	–	0.07%	195
2025 Q4	$262K	Sell	4,549 -90	-2%	-$5.43K	0.06%	201
2025 Q3	$306K	Buy	4,639 +90	+2%	+$5.7K	0.07%	182
2025 Q2	$267K	Hold	4,549	–	–	0.07%	189
2025 Q1	$273K	Hold	4,549	–	–	0.08%	181
2024 Q4	$238K	Hold	4,549	–	–	0.07%	195
2024 Q3	$232K	Hold	4,549	–	–	0.06%	202
2024 Q2	$207K	Buy	+4,549	New	+$202K	0.06%	203
2023 Q3	–	Sell	-4,649	Closed	-$211K	–	197
2023 Q2	$211K	Hold	4,649	–	–	0.08%	189
2023 Q1	$207K	Sell	4,649 -225	-5%	-$10.3K	0.08%	182
2022 Q4	$223K	Buy	4,874 +225	+5%	+$10.2K	0.09%	174
2022 Q3	$188K	Buy	4,649 +1,000	+27%	+$43.6K	0.08%	187
2022 Q2	$152K	Hold	3,649	–	–	0.06%	205
2022 Q1	$191K	Buy	3,649 +1,270	+53%	+$64.7K	0.07%	188
2021 Q4	$113K	Buy	+2,379	New	+$109K	0.04%	237

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $432B AUM 30.22% 1-Year Est. Return

High Net Worth Advisory Group's MO Position: Q1 2026 in Review

High Net Worth Advisory Group held its Altria Group (MO) position steady in Q1 2026 at 4,549 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #195.

High Net Worth Advisory Group first reported a position in MO in Q4 2021 and has held it in 15 quarters since. The position peaked at $306K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

High Net Worth Advisory Group held 4,549 shares of Altria Group worth $300K as of Q1 2026.
High Net Worth Advisory Group left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.07% of High Net Worth Advisory Group's portfolio in Q1 2026, its #195 holding.
High Net Worth Advisory Group first reported a position in Altria Group in Q4 2021 and has held it in 15 quarters since.
High Net Worth Advisory Group's Altria Group position peaked at $306K in Q3 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.