Hohimer Wealth Management
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Hohimer Wealth Management’s Altria Group MO Stock Holding History

Hohimer 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
Q3 		$1.67M Buy
24,855
+6
+0% +$417 0.16% 134
2026
Q2 		$1.79M Buy
24,849
+446
+2% +$31.1K 0.18% 141
2026
Q1 		$1.61M Buy
24,403
+8
+0% +$515 0.19% 135
2025
Q4 		$1.41M Buy
24,395
+225
+0.9% +$13.6K 0.19% 122
2025
Q3 		$1.6M Sell
24,170
-2,896
-11% -$183K 0.22% 119
2025
Q2 		$1.59M Sell
27,066
-55
-0.2% -$3.23K 0.28% 87
2025
Q1 		$1.63M Buy
27,121
+103
+0.4% +$5.62K 0.32% 85
2024
Q4 		$1.41M Hold
27,018
– – 0.27% 100
2024
Q3 		$1.38M Hold
27,018
– – 0.3% 90
2024
Q2 		$1.23M Sell
27,018
-9,772
-27% -$434K 0.29% 91
2024
Q1 		$1.6M Buy
36,790
+143
+0.4% +$5.93K 0.38% 81
2023
Q4 		$1.48M Sell
36,647
-22,321
-38% -$923K 0.37% 80
2023
Q3 		$2.48M Hold
58,968
– – 0.71% 48
2023
Q2 		$2.67M Buy
58,968
+1,177
+2% +$53.3K 0.74% 53
2023
Q1 		$2.58M Buy
57,791
+18,689
+48% +$859K 0.75% 49
2022
Q4 		$1.79M Sell
39,102
-877
-2% -$39.7K 0.57% 51
2022
Q3 		$1.61M Hold
39,979
– – 0.52% 71
2022
Q2 		$1.67M Hold
39,979
– – 0.49% 77
2022
Q1 		$2.09M Hold
39,979
– – 0.41% 82
2021
Q4 		$1.9M Sell
39,979
-25
-0.1% -$1.15K 0.4% 83
2021
Q3 		$1.82M Hold
40,004
– – 0.38% 89
2021
Q2 		$1.91M Buy
40,004
+813
+2% +$39.9K 0.39% 90
2021
Q1 		$2M Sell
39,191
-2,645
-6% -$119K 0.49% 74
2020
Q4 		$1.72M Buy
41,836
+1,350
+3% +$54.2K 0.45% 72
2020
Q3 		$1.59M Buy
40,486
+1,285
+3% +$53.5K 0.45% 74
2020
Q2 		$1.54M Sell
39,201
-9,024
-19% -$352K 0.53% 68
2020
Q1 		$1.92M Buy
48,225
+13,725
+40% +$609K 0.81% 43
2019
Q4 		$1.72M Buy
+34,500
New +$1.63M 0.6% 71

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hohimer Wealth Management's MO Position: Q3 2026 in Review

Hohimer Wealth Management increased its Altria Group (MO) stake by 0.02% in Q3 2026, buying an estimated $417 and bringing the position to 24,855 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #134.

Hohimer Wealth Management first reported a position in MO in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.67M in Q2 2023. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Hohimer Wealth Management held 24,855 shares of Altria Group worth $1.67M as of Q3 2026.
  • Hohimer Wealth Management bought 6 Altria Group shares in Q3 2026, an estimated $417.
  • Altria Group made up 0.16% of Hohimer Wealth Management's portfolio in Q3 2026, its #134 holding.
  • Hohimer Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 28 quarters since.
  • Hohimer Wealth Management's Altria Group position peaked at $2.67M in Q2 2023.
  • 1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.