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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
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 $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

Hohimer Wealth Management's MO Position: Q1 2026 in Review

Hohimer Wealth Management increased its Altria Group (MO) stake by 0.03% in Q1 2026, buying an estimated $515 and bringing the position to 24,403 shares worth $1.61M. The position accounts for 0.19% of the portfolio, ranked #135.

Hohimer Wealth Management first reported a position in MO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.67M in Q2 2023. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Hohimer Wealth Management held 24,403 shares of Altria Group worth $1.61M as of Q1 2026.
  • Hohimer Wealth Management bought 8 Altria Group shares in Q1 2026, an estimated $515.
  • Altria Group made up 0.19% of Hohimer Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Hohimer Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 26 quarters since.
  • Hohimer Wealth Management's Altria Group position peaked at $2.67M in Q2 2023.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.