Forthright Family Wealth Advisory’s Altria Group MO Stock Holding History

Forthright Family Wealth Advisory’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	$360K	Hold	5,000	–	–	0.2%	39
2026 Q1	$218K	Hold	5,000	–	–	0.15%	58
2025 Q4	$288K	Hold	5,000	–	–	0.18%	39
2025 Q3	$330K	Hold	5,000	–	–	0.2%	46
2025 Q2	$293K	Hold	5,000	–	–	0.19%	45
2025 Q1	$300K	Hold	5,000	–	–	0.2%	44
2024 Q4	$261K	Hold	5,000	–	–	0.17%	48
2024 Q3	$287K	Hold	5,000	–	–	0.18%	48
2024 Q2	$228K	Hold	5,000	–	–	0.15%	62
2024 Q1	$218K	Hold	5,000	–	–	0.15%	58
2023 Q4	$202K	Buy	+5,000	New	+$207K	0.16%	50

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

Forthright Family Wealth Advisory's MO Position: Q2 2026 in Review

Forthright Family Wealth Advisory held its Altria Group (MO) position steady in Q2 2026 at 5,000 shares worth $360K. The position accounts for 0.2% of the portfolio, ranked #39.

Forthright Family Wealth Advisory first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Forthright Family Wealth Advisory held 5,000 shares of Altria Group worth $360K as of Q2 2026.
Forthright Family Wealth Advisory left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.2% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #39 holding.
Forthright Family Wealth Advisory first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.