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 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 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

Fortis Capital Advisors's MO Position: Q1 2026 in Review

Fortis Capital Advisors increased its Altria Group (MO) stake by 55% in Q1 2026, buying an estimated $230K and bringing the position to 10,047 shares worth $663K. The position accounts for 0.09% of the portfolio, ranked #197.

Fortis Capital Advisors first reported a position in MO in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.41M in Q1 2023. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Fortis Capital Advisors held 10,047 shares of Altria Group worth $663K as of Q1 2026.
Fortis Capital Advisors bought 3,577 Altria Group shares in Q1 2026, an estimated $230K.
Altria Group made up 0.09% of Fortis Capital Advisors's portfolio in Q1 2026, its #197 holding.
Fortis Capital Advisors first reported a position in Altria Group in Q4 2022 and has held it in 11 quarters since.
Fortis Capital Advisors's Altria Group position peaked at $1.41M in Q1 2023.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.