HWM
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HighMark Wealth Management’s Altria Group MO Stock Holding History

HighMark Wealth Management’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
7,889
+121
+2% +$8.45K 0.19% 49
2026
Q1 		$513K Buy
7,768
+145
+2% +$9.33K 0.21% 53
2025
Q4 		$440K Buy
7,623
+35
+0.5% +$2.11K 0.18% 52
2025
Q3 		$501K Buy
7,588
+62
+0.8% +$3.93K 0.22% 49
2025
Q2 		$441K Buy
7,526
+7,324
+3,626% +$430K 0.22% 53
2025
Q1 		$12.1K Buy
202
+3
+2% +$164 0.01% 255
2024
Q4 		$10.4K Buy
199
+2
+1% +$107 0.01% 280
2024
Q3 		$10.1K Buy
197
+2
+1% +$101 0.01% 300
2024
Q2 		$8.88K Buy
195
+3
+2% +$133 0.01% 299
2024
Q1 		$8.39K Buy
192
+2
+1% +$83 0.01% 311
2023
Q4 		$7.67K Sell
190
-31
-14% -$1.28K 0.01% 304
2023
Q3 		$9.28K Buy
221
+35
+19% +$1.55K 0.01% 263
2023
Q2 		$8.41K Buy
186
+100
+116% +$4.53K 0.01% 282
2023
Q1 		$3.82K Hold
86
– – ﹤0.01% 439
2022
Q4 		$3.91K Hold
86
– – ﹤0.01% 373
2022
Q3 		$3K Hold
86
– – ﹤0.01% 394
2022
Q2 		$4K Hold
86
– – ﹤0.01% 375
2022
Q1 		$4K Hold
86
– – ﹤0.01% 385
2021
Q4 		$4K Hold
86
– – ﹤0.01% 380
2021
Q3 		$4K Hold
86
– – ﹤0.01% 387
2021
Q2 		$4K Hold
86
– – ﹤0.01% 392
2021
Q1 		$4K Hold
86
– – ﹤0.01% 360
2020
Q4 		$4K Hold
86
– – ﹤0.01% 359
2020
Q3 		$3K Hold
86
– – ﹤0.01% 369
2020
Q2 		$3K Sell
86
-128
-60% -$4.99K ﹤0.01% 366
2020
Q1 		$8K Sell
214
-543
-72% -$24.1K 0.01% 171
2019
Q4 		$37K Buy
+757
New +$35.7K 0.04% 97

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

HighMark Wealth Management's MO Position: Q2 2026 in Review

HighMark Wealth Management increased its Altria Group (MO) stake by 1.6% in Q2 2026, buying an estimated $8.45K and bringing the position to 7,889 shares worth $568K. The position accounts for 0.19% of the portfolio, ranked #49.

HighMark Wealth Management first reported a position in MO in Q4 2019 and has held it in 27 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • HighMark Wealth Management held 7,889 shares of Altria Group worth $568K as of Q2 2026.
  • HighMark Wealth Management bought 121 Altria Group shares in Q2 2026, an estimated $8.45K.
  • Altria Group made up 0.19% of HighMark Wealth Management's portfolio in Q2 2026, its #49 holding.
  • HighMark Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.