HWM
MO icon

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
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

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

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

Hohimer Wealth Management increased its Altria Group (MO) stake by 1.8% in Q2 2026, buying an estimated $31.1K and bringing the position to 24,849 shares worth $1.79M. The position accounts for 0.18% of the portfolio, ranked #141.

Hohimer Wealth Management first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.67M in Q2 2023. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Hohimer Wealth Management held 24,849 shares of Altria Group worth $1.79M as of Q2 2026.
  • Hohimer Wealth Management bought 446 Altria Group shares in Q2 2026, an estimated $31.1K.
  • Altria Group made up 0.18% of Hohimer Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Hohimer Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • Hohimer Wealth Management's Altria Group position peaked at $2.67M in Q2 2023.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.