Fiduciary Financial Group’s Altria Group MO Stock Holding History

Fiduciary Financial Group’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	$468K	Buy	6,510 +119	+2%	+$8.31K	0.05%	211
2026 Q1	$422K	Sell	6,391 -235	-4%	-$15.1K	0.06%	215
2025 Q4	$382K	Buy	6,626 +261	+4%	+$15.8K	0.05%	222
2025 Q3	$420K	Sell	6,365 -23	-0.4%	-$1.46K	0.07%	177
2025 Q2	$371K	Buy	6,388 +215	+3%	+$12.6K	0.07%	180
2025 Q1	$348K	Sell	6,173 -421	-6%	-$23K	0.08%	159
2024 Q4	$335K	Sell	6,594 -210	-3%	-$11.2K	0.07%	169
2024 Q3	$337K	Buy	6,804 +465	+7%	+$23.5K	0.08%	178
2024 Q2	$304K	Buy	+6,339	New	+$281K	0.07%	192

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Fiduciary Financial Group's MO Position: Q2 2026 in Review

Fiduciary Financial Group increased its Altria Group (MO) stake by 1.9% in Q2 2026, buying an estimated $8.31K and bringing the position to 6,510 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #211.

Fiduciary Financial Group first reported a position in MO in Q2 2024 and has held it in 9 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Fiduciary Financial Group held 6,510 shares of Altria Group worth $468K as of Q2 2026.
Fiduciary Financial Group bought 119 Altria Group shares in Q2 2026, an estimated $8.31K.
Altria Group made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #211 holding.
Fiduciary Financial Group first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.