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Hopwood Financial Services’s Altria Group MO Stock Holding History

Hopwood 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
2025
Q4 		– Sell
-1,131
Closed -$74.7K – 209
2025
Q3 		$74.7K Hold
1,131
– – 0.05% 132
2025
Q2 		$66.3K Hold
1,131
– – 0.05% 134
2025
Q1 		$67.9K Hold
1,131
– – 0.05% 134
2024
Q4 		$59.2K Buy
+1,131
New +$60.2K 0.04% 139

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hopwood Financial Services's MO Position: Q4 2025 in Review

Hopwood Financial Services sold out of Altria Group (MO) in Q4 2025, closing a stake of 1,131 shares — an estimated $74.7K sold.

Hopwood Financial Services first reported a position in MO in Q4 2024 and held it in 4 quarters. The position peaked at $74.7K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Hopwood Financial Services reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 1,131 Altria Group shares in Q4 2025, an estimated $74.7K.
  • Hopwood Financial Services first reported a position in Altria Group in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Altria Group position peaked at $74.7K in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.