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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
Q2 		$331K Buy
4,598
+76
+2% +$5.3K 0.16% 59
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 $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

Hoge Financial Services's MO Position: Q2 2026 in Review

Hoge Financial Services increased its Altria Group (MO) stake by 1.7% in Q2 2026, buying an estimated $5.3K and bringing the position to 4,598 shares worth $331K. The position accounts for 0.16% of the portfolio, ranked #59.

Hoge Financial Services first reported a position in MO in Q3 2024 and has held it in 8 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Hoge Financial Services held 4,598 shares of Altria Group worth $331K as of Q2 2026.
  • Hoge Financial Services bought 76 Altria Group shares in Q2 2026, an estimated $5.3K.
  • Altria Group made up 0.16% of Hoge Financial Services's portfolio in Q2 2026, its #59 holding.
  • Hoge Financial Services first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.