FFO
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Fiduciary Family Office’s Altria Group MO Stock Holding History

Fiduciary Family Office’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 		$384K Buy
5,342
+1,631
+44% +$114K 0.1% 135
2026
Q1 		$245K Sell
3,711
-71
-2% -$4.57K 0.07% 165
2025
Q4 		$218K Buy
3,782
+119
+3% +$7.18K 0.06% 175
2025
Q3 		$242K Sell
3,663
-1,382
-27% -$87.6K 0.07% 172
2025
Q2 		$296K Buy
5,045
+940
+23% +$55.2K 0.1% 149
2025
Q1 		$246K Buy
+4,105
New +$224K 0.08% 165
2024
Q4 		– Sell
-5,172
Closed -$264K – 185
2024
Q3 		$264K Sell
5,172
-345
-6% -$17.4K 0.09% 175
2024
Q2 		$251K Buy
5,517
+137
+3% +$6.08K 0.1% 174
2024
Q1 		$235K Buy
+5,380
New +$223K 0.09% 191

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

Fiduciary Family Office's MO Position: Q2 2026 in Review

Fiduciary Family Office increased its Altria Group (MO) stake by 44% in Q2 2026, buying an estimated $114K and bringing the position to 5,342 shares worth $384K. The position accounts for 0.1% of the portfolio, ranked #135.

Fiduciary Family Office first reported a position in MO in Q1 2024 and has held it in 9 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Fiduciary Family Office held 5,342 shares of Altria Group worth $384K as of Q2 2026.
  • Fiduciary Family Office bought 1,631 Altria Group shares in Q2 2026, an estimated $114K.
  • Altria Group made up 0.1% of Fiduciary Family Office's portfolio in Q2 2026, its #135 holding.
  • Fiduciary Family Office first reported a position in Altria Group in Q1 2024 and has held it in 9 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.