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Fortis Group Advisors’s Altria Group MO Stock Holding History

Fortis Group 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 		$2.09M Sell
29,091
-182
-0.6% -$12.7K 0.33% 77
2026
Q1 		$2.12M Buy
29,273
+22
+0.1% +$1.42K 0.35% 77
2025
Q4 		$1.81M Sell
29,251
-12,669
-30% -$765K 0.3% 84
2025
Q3 		$2.37M Sell
41,920
-1,315
-3% -$83.3K 0.41% 65
2025
Q2 		$2.68M Buy
43,235
+22,098
+105% +$1.3M 0.49% 52
2025
Q1 		$1.27M Buy
21,137
+11,135
+111% +$608K 0.25% 97
2024
Q4 		$523K Buy
10,002
+546
+6% +$29.1K 0.1% 128
2024
Q3 		$483K Buy
9,456
+2,468
+35% +$125K 0.09% 127
2024
Q2 		$318K Buy
6,988
+6,283
+891% +$279K 0.06% 149
2024
Q1 		$30.8K Sell
705
-705
-50% -$29.2K 0.01% 246
2023
Q4 		$56.9K Buy
1,410
+705
+100% +$29.2K 0.01% 171
2023
Q3 		$29.6K Buy
+705
New +$31.1K 0.01% 161
2020
Q3 		$22K Buy
+580
New +$24.1K ﹤0.01% 242

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 Group Advisors's MO Position: Q2 2026 in Review

Fortis Group Advisors reduced its Altria Group (MO) stake by 0.62% in Q2 2026, selling an estimated $12.7K and leaving 29,091 shares worth $2.09M. The position accounts for 0.33% of the portfolio, ranked #77.

Fortis Group Advisors first reported a position in MO in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.68M in Q2 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Fortis Group Advisors held 29,091 shares of Altria Group worth $2.09M as of Q2 2026.
  • Fortis Group Advisors sold 182 Altria Group shares in Q2 2026, an estimated $12.7K.
  • Altria Group made up 0.33% of Fortis Group Advisors's portfolio in Q2 2026, its #77 holding.
  • Fortis Group Advisors first reported a position in Altria Group in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Altria Group position peaked at $2.68M in Q2 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.