Fiduciary Alliance’s Altria Group MO Stock Holding History

Fiduciary Alliance’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	$1.3M	Buy	18,113 +354	+2%	+$24.7K	0.09%	232
2026 Q1	$1.14M	Sell	17,759 -221	-1%	-$14.2K	0.07%	247
2025 Q4	$1.04M	Sell	17,980 -251	-1%	-$15.2K	0.07%	237
2025 Q3	$1.2M	Buy	18,231 +1,494	+9%	+$94.7K	0.08%	214
2025 Q2	$981K	Buy	16,737 +7,978	+91%	+$469K	0.07%	225
2025 Q1	$526K	Buy	8,759 +3,594	+70%	+$196K	0.05%	250
2024 Q4	$270K	Buy	+5,165	New	+$275K	0.03%	302
2023 Q3	–	Sell	-80	Closed	-$3.64K	–	639
2023 Q2	$3.64K	Buy	+80	New	+$3.62K	﹤0.01%	731
2023 Q1	–	Sell	-77	Closed	-$3.53K	–	576
2022 Q4	$3.53K	Buy	+77	New	+$3.49K	﹤0.01%	598

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Fiduciary Alliance's MO Position: Q2 2026 in Review

Fiduciary Alliance increased its Altria Group (MO) stake by 2% in Q2 2026, buying an estimated $24.7K and bringing the position to 18,113 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #232.

Fiduciary Alliance first reported a position in MO in Q4 2022 and has held it in 9 quarters since. 535 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Fiduciary Alliance held 18,113 shares of Altria Group worth $1.3M as of Q2 2026.
Fiduciary Alliance bought 354 Altria Group shares in Q2 2026, an estimated $24.7K.
Altria Group made up 0.09% of Fiduciary Alliance's portfolio in Q2 2026, its #232 holding.
Fiduciary Alliance first reported a position in Altria Group in Q4 2022 and has held it in 9 quarters since.
535 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.