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Fairvoy Private Wealth’s Altria Group MO Stock Holding History

Fairvoy Private Wealth’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 		$571K Hold
7,939
– – 0.12% 134
2026
Q1 		$524K Hold
7,939
– – 0.13% 138
2025
Q4 		$458K Sell
7,939
-19
-0.2% -$1.15K 0.1% 124
2025
Q3 		$526K Buy
7,958
+9
+0.1% +$570 0.12% 122
2025
Q2 		$466K Buy
7,949
+660
+9% +$38.8K 0.12% 119
2025
Q1 		$437K Buy
7,289
+98
+1% +$5.35K 0.12% 121
2024
Q4 		$376K Buy
+7,191
New +$383K 0.1% 130

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Fairvoy Private Wealth's MO Position: Q2 2026 in Review

Fairvoy Private Wealth held its Altria Group (MO) position steady in Q2 2026 at 7,939 shares worth $571K. The position accounts for 0.12% of the portfolio, ranked #134.

Fairvoy Private Wealth first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Fairvoy Private Wealth held 7,939 shares of Altria Group worth $571K as of Q2 2026.
  • Fairvoy Private Wealth left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.12% of Fairvoy Private Wealth's portfolio in Q2 2026, its #134 holding.
  • Fairvoy Private Wealth first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 583 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.