FCA
MO icon

Fortis Capital Advisors’s Altria Group MO Stock Holding History

Fortis Capital Advisors’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 		$664K Sell
9,233
-814
-8% -$56.8K 0.07% 216
2026
Q1 		$663K Buy
10,047
+3,577
+55% +$230K 0.09% 197
2025
Q4 		$373K Buy
6,470
+1,205
+23% +$72.8K 0.06% 225
2025
Q3 		$348K Buy
5,265
+75
+1% +$4.75K 0.06% 213
2025
Q2 		$304K Sell
5,190
-198
-4% -$11.6K 0.05% 200
2025
Q1 		$323K Buy
+5,388
New +$294K 0.07% 196
2024
Q4 		– Sell
-3,929
Closed -$201K – 183
2024
Q3 		$201K Buy
+3,929
New +$199K 0.07% 171
2024
Q1 		– Sell
-8,765
Closed -$354K – 169
2023
Q4 		$354K Hold
8,765
– – 0.19% 76
2023
Q3 		$369K Sell
8,765
-273
-3% -$12.1K 0.24% 62
2023
Q2 		$409K Sell
9,038
-22,473
-71% -$1.02M 0.24% 56
2023
Q1 		$1.41M Buy
31,511
+24,646
+359% +$1.13M 0.75% 26
2022
Q4 		$314K Buy
+6,865
New +$311K 0.19% 73

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

Fortis Capital Advisors's MO Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Altria Group (MO) stake by 8.1% in Q2 2026, selling an estimated $56.8K and leaving 9,233 shares worth $664K. The position accounts for 0.07% of the portfolio, ranked #216.

Fortis Capital Advisors first reported a position in MO in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.41M in Q1 2023. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Fortis Capital Advisors held 9,233 shares of Altria Group worth $664K as of Q2 2026.
  • Fortis Capital Advisors sold 814 Altria Group shares in Q2 2026, an estimated $56.8K.
  • Altria Group made up 0.07% of Fortis Capital Advisors's portfolio in Q2 2026, its #216 holding.
  • Fortis Capital Advisors first reported a position in Altria Group in Q4 2022 and has held it in 12 quarters since.
  • Fortis Capital Advisors's Altria Group position peaked at $1.41M in Q1 2023.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.