F/M Investments’s Altria Group MO Stock Holding History

F/M Investments’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	$1.02M	Sell	14,159 -67	-0.5%	-$4.68K	0.05%	183
2026 Q1	$939K	Sell	14,226 -11,987	-46%	-$771K	0.06%	169
2025 Q4	$1.51M	Sell	26,213 -1,229	-4%	-$74.2K	0.06%	266
2025 Q3	$1.81M	Sell	27,442 -583	-2%	-$36.9K	0.07%	257
2025 Q2	$1.64M	Buy	28,025 +1,509	+6%	+$88.6K	0.06%	259
2025 Q1	$1.59M	Sell	26,516 -1,175	-4%	-$64.2K	0.06%	256
2024 Q4	$1.45M	Buy	27,691 +4,421	+19%	+$236K	0.05%	262
2024 Q3	$62.7M	Sell	23,270 -2,525	-10%	-$128K	1.97%	7
2024 Q2	$1.18M	Buy	+25,795	New	+$1.14M	0.04%	252

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

F/M Investments's MO Position: Q2 2026 in Review

F/M Investments reduced its Altria Group (MO) stake by 0.47% in Q2 2026, selling an estimated $4.68K and leaving 14,159 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #183.

F/M Investments first reported a position in MO in Q2 2024 and has held it in 9 quarters since. The position peaked at $62.7M in Q3 2024. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

F/M Investments held 14,159 shares of Altria Group worth $1.02M as of Q2 2026.
F/M Investments sold 67 Altria Group shares in Q2 2026, an estimated $4.68K.
Altria Group made up 0.05% of F/M Investments's portfolio in Q2 2026, its #183 holding.
F/M Investments first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
F/M Investments's Altria Group position peaked at $62.7M in Q3 2024.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.