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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiduciary Family Office's MO Position: Q1 2026 in Review

Fiduciary Family Office reduced its Altria Group (MO) stake by 1.9% in Q1 2026, selling an estimated $4.57K and leaving 3,711 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #165.

Fiduciary Family Office first reported a position in MO in Q1 2024 and has held it in 8 quarters since. The position peaked at $296K in Q2 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Fiduciary Family Office held 3,711 shares of Altria Group worth $245K as of Q1 2026.
Fiduciary Family Office sold 71 Altria Group shares in Q1 2026, an estimated $4.57K.
Altria Group made up 0.07% of Fiduciary Family Office's portfolio in Q1 2026, its #165 holding.
Fiduciary Family Office first reported a position in Altria Group in Q1 2024 and has held it in 8 quarters since.
Fiduciary Family Office's Altria Group position peaked at $296K in Q2 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.