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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
Q2 		$334K Buy
4,649
+100
+2% +$6.98K 0.07% 193
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
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 $3.38T AUM 44.17% 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

High Net Worth Advisory Group's MO Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Altria Group (MO) stake by 2.2% in Q2 2026, buying an estimated $6.98K and bringing the position to 4,649 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #193.

High Net Worth Advisory Group first reported a position in MO in Q4 2021 and has held it in 16 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • High Net Worth Advisory Group held 4,649 shares of Altria Group worth $334K as of Q2 2026.
  • High Net Worth Advisory Group bought 100 Altria Group shares in Q2 2026, an estimated $6.98K.
  • Altria Group made up 0.07% of High Net Worth Advisory Group's portfolio in Q2 2026, its #193 holding.
  • High Net Worth Advisory Group first reported a position in Altria Group in Q4 2021 and has held it in 16 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.