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HUB Investment Partners’s Altria Group MO Stock Holding History

HUB Investment Partners’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 		$7.07M Buy
98,330
+19,643
+25% +$1.37M 0.13% 142
2026
Q1 		$5.19M Buy
78,687
+14,520
+23% +$934K 0.12% 147
2025
Q4 		$3.7M Buy
64,167
+7,410
+13% +$447K 0.1% 160
2025
Q3 		$3.75M Buy
56,757
+11,729
+26% +$743K 0.12% 150
2025
Q2 		$2.64M Buy
45,028
+16,084
+56% +$945K 0.09% 164
2025
Q1 		$1.74M Buy
28,944
+8,434
+41% +$460K 0.07% 176
2024
Q4 		$1.07M Buy
20,510
+3,452
+20% +$184K 0.04% 203
2024
Q3 		$871K Buy
17,058
+1,045
+7% +$52.8K 0.04% 214
2024
Q2 		$729K Buy
16,013
+662
+4% +$29.4K 0.03% 228
2024
Q1 		$670K Buy
15,351
+139
+0.9% +$5.76K 0.04% 233
2023
Q4 		$614K Sell
15,212
-1,196
-7% -$49.5K 0.04% 213
2023
Q3 		$690K Sell
16,408
-5
-0% -$221 0.1% 112
2023
Q2 		$744K Buy
16,413
+6,929
+73% +$314K 0.12% 112
2023
Q1 		$423K Buy
9,484
+3,231
+52% +$149K 0.09% 137
2022
Q4 		$286K Buy
6,253
+568
+10% +$25.7K 0.06% 110
2022
Q3 		$230K Buy
5,685
+265
+5% +$11.6K 0.07% 162
2022
Q2 		$226K Buy
+5,420
New +$281K 0.07% 148
2022
Q1 		– Sell
-6,670
Closed -$316K – 202
2021
Q4 		$316K Sell
6,670
-404
-6% -$18.5K 0.07% 150
2021
Q3 		$322K Buy
7,074
+315
+5% +$15.2K 0.08% 163
2021
Q2 		$322K Sell
6,759
-1,946
-22% -$95.6K 0.09% 153
2021
Q1 		$445K Sell
8,705
-2,766
-24% -$124K 0.13% 126
2020
Q4 		$443K Buy
+11,471
New +$461K 0.2% 100

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

HUB Investment Partners's MO Position: Q2 2026 in Review

HUB Investment Partners increased its Altria Group (MO) stake by 25% in Q2 2026, buying an estimated $1.37M and bringing the position to 98,330 shares worth $7.07M. The position accounts for 0.13% of the portfolio, ranked #142.

HUB Investment Partners first reported a position in MO in Q4 2020 and has held it in 22 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • HUB Investment Partners held 98,330 shares of Altria Group worth $7.07M as of Q2 2026.
  • HUB Investment Partners bought 19,643 Altria Group shares in Q2 2026, an estimated $1.37M.
  • Altria Group made up 0.13% of HUB Investment Partners's portfolio in Q2 2026, its #142 holding.
  • HUB Investment Partners first reported a position in Altria Group in Q4 2020 and has held it in 22 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.