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Donoghue Forlines’s Altria Group MO Stock Holding History

Donoghue Forlines’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 		$1.7M Sell
23,663
-1,436
-6% -$100K 0.44% 87
2026
Q1 		$1.66M Sell
25,099
-219
-0.9% -$14.1K 0.46% 81
2025
Q4 		$1.46M Sell
25,318
-29,937
-54% -$1.81M 0.45% 90
2025
Q3 		$3.65M Buy
55,255
+30,662
+125% +$1.94M 1.12% 11
2025
Q2 		$1.44M Sell
24,593
-579
-2% -$34K 0.41% 92
2025
Q1 		$1.51M Sell
25,172
-3,496
-12% -$191K 0.48% 73
2024
Q4 		$1.5M Buy
+28,668
New +$1.53M 0.5% 74
2021
Q1 		– Sell
-25,844
Closed -$1.06M – 270
2020
Q4 		$1.06M Buy
+25,844
New +$1.04M 0.2% 141
2019
Q4 		– Sell
-104,141
Closed -$4.26M – 186
2019
Q3 		$4.26M Sell
104,141
-18,742
-15% -$862K 0.61% 53
2019
Q2 		$5.82M Buy
+122,883
New +$6.44M 0.68% 64
2018
Q4 		– Sell
-218,030
Closed -$13.1M – 102
2018
Q3 		$13.1M Sell
218,030
-61,125
-22% -$3.63M 1.03% 47
2018
Q2 		$15.9M Buy
279,155
+6,678
+2% +$385K 1.31% 38
2018
Q1 		$17M Buy
272,477
+22,984
+9% +$1.52M 1.47% 33
2017
Q4 		$17.8M Sell
249,493
-10,153
-4% -$680K 1.35% 35
2017
Q3 		$16.5M Buy
259,646
+48,642
+23% +$3.24M 1.74% 34
2017
Q2 		$15.7M Buy
+211,004
New +$15.4M 1.78% 37

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

Donoghue Forlines's MO Position: Q2 2026 in Review

Donoghue Forlines reduced its Altria Group (MO) stake by 5.7% in Q2 2026, selling an estimated $100K and leaving 23,663 shares worth $1.7M. The position accounts for 0.44% of the portfolio, ranked #87.

Donoghue Forlines first reported a position in MO in Q2 2017 and has held it in 16 quarters since. The position peaked at $17.8M in Q4 2017. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Donoghue Forlines held 23,663 shares of Altria Group worth $1.7M as of Q2 2026.
  • Donoghue Forlines sold 1,436 Altria Group shares in Q2 2026, an estimated $100K.
  • Altria Group made up 0.44% of Donoghue Forlines's portfolio in Q2 2026, its #87 holding.
  • Donoghue Forlines first reported a position in Altria Group in Q2 2017 and has held it in 16 quarters since.
  • Donoghue Forlines's Altria Group position peaked at $17.8M in Q4 2017.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.