Formidable Asset Management’s Altria Group MO Stock Holding History

Formidable Asset Management’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	$2.72M	Buy	41,143 +3,562	+9%	+$249K	0.43%	46
2026 Q1	$2.17M	Buy	37,581 +2,887	+8%	+$186K	0.33%	57
2025 Q4	$2.29M	Sell	34,694 -8,597	-20%	-$519K	0.33%	53
2025 Q3	$2.54M	Sell	43,291 -2,595	-6%	-$164K	0.4%	45
2025 Q2	$2.75M	Hold	45,886	–	–	0.46%	42
2025 Q1	$2.75M	Sell	45,886 -5,862	-11%	-$320K	0.46%	42
2024 Q4	$2.71M	Sell	51,748 -18,194	-26%	-$969K	0.44%	43
2024 Q3	$3.57M	Sell	69,942 -7,883	-10%	-$398K	0.57%	32
2024 Q2	$3.54M	Sell	77,825 -4,141	-5%	-$184K	0.57%	28
2024 Q1	$3.58M	Sell	81,966 -1,321	-2%	-$54.8K	0.58%	29
2023 Q4	$3.36M	Sell	83,287 -2,646	-3%	-$109K	0.7%	18
2023 Q3	$3.61M	Buy	85,933 +5,108	+6%	+$226K	0.8%	22
2023 Q2	$3.66M	Buy	80,825 +2,727	+3%	+$124K	0.8%	16
2023 Q1	$3.49M	Buy	78,098 +4,247	+6%	+$195K	0.74%	20
2022 Q4	$3.38M	Buy	73,851 +601	+0.8%	+$27.2K	0.76%	19
2022 Q3	$3.22M	Sell	73,250 -2,010	-3%	-$87.7K	0.75%	19
2022 Q2	$3.16M	Buy	75,260 +697	+0.9%	+$36.1K	0.71%	19
2022 Q1	$3.9M	Buy	74,563 +8,868	+13%	+$452K	0.75%	20
2021 Q4	$3.15M	Sell	65,695 -1,822	-3%	-$83.5K	0.6%	23
2021 Q3	$3.07M	Buy	67,517 +1,908	+3%	+$92.1K	0.58%	28
2021 Q2	$3.1M	Buy	65,609 +19,870	+43%	+$976K	0.67%	26
2021 Q1	$2.34M	Sell	45,739 -1,137	-2%	-$50.9K	0.51%	41
2020 Q4	$1.92M	Sell	46,876 -1,438	-3%	-$57.7K	0.44%	40
2020 Q3	$1.88M	Sell	48,314 -1,114	-2%	-$46.4K	0.55%	33
2020 Q2	$2M	Buy	49,428 +1,848	+4%	+$72.1K	0.59%	31
2020 Q1	$1.84M	Buy	47,580 +5,416	+13%	+$240K	0.72%	22
2019 Q4	$2.14M	Buy	+42,164	New	+$1.99M	0.67%	23
2019 Q3	–	Sell	-13,320	Closed	-$628K	–	192
2019 Q2	$628K	Buy	+13,320	New	+$698K	0.22%	101
2017 Q4	–	Sell	-9,284	Closed	-$589K	–	173
2017 Q3	$589K	Sell	9,284 -2,587	-22%	-$172K	0.25%	95
2017 Q2	$884K	Buy	11,871 +346	+3%	+$25.3K	0.44%	47
2017 Q1	$815K	Hold	11,525	–	–	0.36%	61
2016 Q4	$779K	Sell	11,525 -114	-1%	-$7.34K	0.39%	56
2016 Q3	$736K	Buy	11,639 +221	+2%	+$14.7K	0.37%	64
2016 Q2	$788K	Buy	11,418 +462	+4%	+$29.6K	0.44%	50
2016 Q1	$670K	Sell	10,956 -47	-0.4%	-$2.84K	0.47%	49
2015 Q4	$651K	Buy	11,003 +379	+4%	+$22K	0.45%	48
2015 Q3	$577K	Buy	10,624 +1,168	+12%	+$62.6K	0.39%	58
2015 Q2	$462K	Hold	9,456	–	–	0.29%	79
2015 Q1	$484K	Buy	9,456 +4	+0%	+$212	0.32%	71
2014 Q4	$466K	Hold	9,452	–	–	0.32%	76
2014 Q3	$462K	Buy	9,452 +4	+0%	+$171	0.31%	77
2014 Q2	$396K	Hold	9,448	–	–	0.24%	98
2014 Q1	$377K	Buy	9,448 +3	+0%	+$109	0.26%	85
2013 Q4	$333K	Buy	9,445 +7	+0.1%	+$258	0.22%	99
2013 Q3	$328K	Buy	+9,438	New	+$333K	0.28%	82

Other funds holding MO

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Formidable Asset Management's MO Position: Q2 2026 in Review

Formidable Asset Management increased its Altria Group (MO) stake by 9.5% in Q2 2026, buying an estimated $249K and bringing the position to 41,143 shares worth $2.72M. The position accounts for 0.43% of the portfolio, ranked #46.

Formidable Asset Management first reported a position in MO in Q3 2013 and has held it in 45 quarters since. The position peaked at $3.9M in Q1 2022. 517 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Formidable Asset Management held 41,143 shares of Altria Group worth $2.72M as of Q2 2026.
Formidable Asset Management bought 3,562 Altria Group shares in Q2 2026, an estimated $249K.
Altria Group made up 0.43% of Formidable Asset Management's portfolio in Q2 2026, its #46 holding.
Formidable Asset Management first reported a position in Altria Group in Q3 2013 and has held it in 45 quarters since.
Formidable Asset Management's Altria Group position peaked at $3.9M in Q1 2022.
517 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.