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Fortem Financial Group’s Altria Group MO Stock Holding History

Fortem 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 		$241K Sell
3,353
-382
-10% -$26.7K 0.05% 171
2026
Q1 		$246K Buy
+3,735
New +$240K 0.06% 158
2025
Q4 		– Sell
-3,744
Closed -$247K – 184
2025
Q3 		$247K Hold
3,744
– – 0.07% 143
2025
Q2 		$220K Sell
3,744
-145
-4% -$8.52K 0.07% 158
2025
Q1 		$233K Sell
3,889
-216
-5% -$11.8K 0.09% 169
2024
Q4 		$215K Buy
4,105
+48
+1% +$2.56K 0.08% 166
2024
Q3 		$207K Buy
+4,057
New +$205K 0.08% 166
2022
Q2 		– Sell
-25,902
Closed -$1.35M – 192
2022
Q1 		$1.35M Buy
25,902
+5,664
+28% +$289K 0.59% 72
2021
Q4 		$959K Buy
20,238
+175
+0.9% +$8.02K 0.44% 79
2021
Q3 		$913K Buy
20,063
+436
+2% +$21.1K 0.46% 79
2021
Q2 		$936K Buy
19,627
+1,764
+10% +$86.7K 0.47% 78
2021
Q1 		$914K Sell
17,863
-31
-0.2% -$1.39K 0.53% 71
2020
Q4 		$734K Sell
17,894
-75
-0.4% -$3.01K 0.44% 76
2020
Q3 		$694K Buy
+17,969
New +$748K 0.5% 72

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Fortem Financial Group reduced its Altria Group (MO) stake by 10% in Q2 2026, selling an estimated $26.7K and leaving 3,353 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #171.

Fortem Financial Group first reported a position in MO in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.35M in Q1 2022. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Fortem Financial Group held 3,353 shares of Altria Group worth $241K as of Q2 2026.
  • Fortem Financial Group sold 382 Altria Group shares in Q2 2026, an estimated $26.7K.
  • Altria Group made up 0.05% of Fortem Financial Group's portfolio in Q2 2026, its #171 holding.
  • Fortem Financial Group first reported a position in Altria Group in Q3 2020 and has held it in 14 quarters since.
  • Fortem Financial Group's Altria Group position peaked at $1.35M in Q1 2022.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.