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Fiduciary Group’s Altria Group MO Stock Holding History

Fiduciary 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
Q1 		$894K Sell
13,548
-1,330
-9% -$85.6K 0.08% 166
2025
Q4 		$858K Hold
14,878
– – 0.07% 169
2025
Q3 		$983K Hold
14,878
– – 0.09% 161
2025
Q2 		$872K Buy
14,878
+1,100
+8% +$64.6K 0.08% 168
2025
Q1 		$827K Hold
13,778
– – 0.08% 167
2024
Q4 		$720K Buy
13,778
+203
+1% +$10.8K 0.07% 174
2024
Q3 		$693K Sell
13,575
-326
-2% -$16.5K 0.07% 172
2024
Q2 		$633K Hold
13,901
– – 0.07% 169
2024
Q1 		$606K Sell
13,901
-500
-3% -$20.7K 0.07% 165
2023
Q4 		$581K Sell
14,401
-1,171
-8% -$48.4K 0.07% 162
2023
Q3 		$655K Sell
15,572
-540
-3% -$23.9K 0.08% 139
2023
Q2 		$730K Hold
16,112
– – 0.09% 138
2023
Q1 		$719K Sell
16,112
-1,050
-6% -$48.3K 0.09% 136
2022
Q4 		$784K Hold
17,162
– – 0.1% 130
2022
Q3 		$759K Buy
17,162
+784
+5% +$34.2K 0.1% 130
2022
Q2 		$739K Buy
16,378
+7,898
+93% +$409K 0.09% 132
2022
Q1 		$438K Sell
8,480
-800
-9% -$40.8K 0.06% 160
2021
Q4 		$440K Buy
9,280
+50
+0.5% +$2.29K 0.05% 167
2021
Q3 		$444K Sell
9,230
-316
-3% -$15.3K 0.05% 164
2021
Q2 		$449K Buy
9,546
+50
+0.5% +$2.46K 0.05% 163
2021
Q1 		$453K Buy
9,496
+300
+3% +$13.4K 0.06% 156
2020
Q4 		$398K Buy
9,196
+240
+3% +$9.64K 0.05% 161
2020
Q3 		$346K Sell
8,956
-530
-6% -$22.1K 0.05% 159
2020
Q2 		$372K Buy
9,486
+280
+3% +$10.9K 0.06% 149
2020
Q1 		$356K Buy
9,206
+800
+10% +$35.5K 0.07% 137
2019
Q4 		$420K Buy
8,406
+54
+0.6% +$2.55K 0.07% 143
2019
Q3 		$342K Sell
8,352
-315
-4% -$14.5K 0.06% 153
2019
Q2 		$410K Sell
8,667
-65
-0.7% -$3.4K 0.07% 139
2019
Q1 		$501K Buy
8,732
+814
+10% +$41.6K 0.09% 125
2018
Q4 		$391K Buy
7,918
+831
+12% +$48.1K 0.08% 131
2018
Q3 		$427K Sell
7,087
-45
-0.6% -$2.67K 0.08% 132
2018
Q2 		$405K Sell
7,132
-305
-4% -$17.6K 0.09% 131
2018
Q1 		$463K Buy
7,437
+2,025
+37% +$134K 0.1% 128
2017
Q4 		$386K Buy
5,412
+237
+5% +$15.9K 0.08% 133
2017
Q3 		$328K Sell
5,175
-1,000
-16% -$66.7K 0.07% 137
2017
Q2 		$460K Hold
6,175
– – 0.11% 126
2017
Q1 		$441K Sell
6,175
-705
-10% -$51K 0.1% 130
2016
Q4 		$465K Buy
6,880
+269
+4% +$17.3K 0.12% 127
2016
Q3 		$418K Hold
6,611
– – 0.11% 129
2016
Q2 		$456K Buy
6,611
+69
+1% +$4.42K 0.13% 128
2016
Q1 		$410K Buy
6,542
+208
+3% +$12.6K 0.12% 131
2015
Q4 		$369K Buy
6,334
+400
+7% +$23.2K 0.11% 134
2015
Q3 		$323K Hold
5,934
– – 0.11% 153
2015
Q2 		$290K Buy
+5,934
New +$301K 0.09% 164

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiduciary Group's MO Position: Q1 2026 in Review

Fiduciary Group reduced its Altria Group (MO) stake by 8.9% in Q1 2026, selling an estimated $85.6K and leaving 13,548 shares worth $894K. The position accounts for 0.08% of the portfolio, ranked #166.

Fiduciary Group first reported a position in MO in Q2 2015 and has held it in 44 quarters since. The position peaked at $983K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Fiduciary Group held 13,548 shares of Altria Group worth $894K as of Q1 2026.
  • Fiduciary Group sold 1,330 Altria Group shares in Q1 2026, an estimated $85.6K.
  • Altria Group made up 0.08% of Fiduciary Group's portfolio in Q1 2026, its #166 holding.
  • Fiduciary Group first reported a position in Altria Group in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's Altria Group position peaked at $983K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.