FORA Capital’s Altria Group MO Stock Holding History

FORA Capital’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	–	Sell	-21,091	Closed	-$1.53M	–	538
2025 Q4	$1.53M	Buy	21,091 +4,821	+30%	+$291K	0.18%	133
2025 Q3	$1.07M	Buy	+16,270	New	+$1.03M	0.19%	150
2024 Q1	–	Sell	-44,445	Closed	-$1.79M	–	510
2023 Q4	$1.79M	Buy	+44,445	New	+$1.84M	0.15%	170
2022 Q4	–	Sell	-49,763	Closed	-$2.01M	–	597
2022 Q3	$2.01M	Buy	49,763 +1,848	+4%	+$80.6K	0.39%	69
2022 Q2	$2M	Buy	47,915 +8,491	+22%	+$440K	0.4%	78
2022 Q1	$2.05M	Buy	+39,424	New	+$2.01M	0.37%	74
2021 Q3	–	Sell	-9,939	Closed	-$474K	–	670
2021 Q2	$474K	Buy	+9,939	New	+$488K	0.09%	276
2021 Q1	–	Sell	-21,975	Closed	-$901K	–	969
2020 Q4	$901K	Buy	+21,975	New	+$882K	0.14%	168
2020 Q3	–	Sell	-4,669	Closed	-$183K	–	862
2020 Q2	$183K	Sell	4,669 -27,055	-85%	-$1.06M	0.06%	362
2020 Q1	$1.23M	Buy	31,724 +2,090	+7%	+$92.7K	0.26%	91
2019 Q4	$1.48M	Buy	+29,634	New	+$1.4M	0.15%	178

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

FORA Capital's MO Position: Q1 2026 in Review

FORA Capital sold out of Altria Group (MO) in Q1 2026, closing a stake of 21,091 shares — an estimated $1.53M sold.

FORA Capital first reported a position in MO in Q4 2019 and held it in 11 quarters. The position peaked at $2.05M in Q1 2022. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

FORA Capital reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
FORA Capital sold 21,091 Altria Group shares in Q1 2026, an estimated $1.53M.
FORA Capital first reported a position in Altria Group in Q4 2019 and held it in 11 quarters.
FORA Capital's Altria Group position peaked at $2.05M in Q1 2022.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.