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Hoge Financial Services’s Altria Group MO Stock Holding History

Hoge Financial Services’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 		$298K Buy
4,522
+86
+2% +$5.53K 0.16% 57
2025
Q4 		$256K Sell
4,436
-74
-2% -$4.47K 0.14% 59
2025
Q3 		$298K Buy
4,510
+101
+2% +$6.4K 0.17% 51
2025
Q2 		$258K Buy
4,409
+124
+3% +$7.28K 0.16% 57
2025
Q1 		$257K Buy
4,285
+98
+2% +$5.35K 0.18% 47
2024
Q4 		$219K Buy
4,187
+108
+3% +$5.75K 0.16% 53
2024
Q3 		$208K Buy
+4,079
New +$206K 0.16% 51

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hoge Financial Services's MO Position: Q1 2026 in Review

Hoge Financial Services increased its Altria Group (MO) stake by 1.9% in Q1 2026, buying an estimated $5.53K and bringing the position to 4,522 shares worth $298K. The position accounts for 0.16% of the portfolio, ranked #57.

Hoge Financial Services first reported a position in MO in Q3 2024 and has held it in 7 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Hoge Financial Services held 4,522 shares of Altria Group worth $298K as of Q1 2026.
  • Hoge Financial Services bought 86 Altria Group shares in Q1 2026, an estimated $5.53K.
  • Altria Group made up 0.16% of Hoge Financial Services's portfolio in Q1 2026, its #57 holding.
  • Hoge Financial Services first reported a position in Altria Group in Q3 2024 and has held it in 7 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.