FAG
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Fortitude Advisory Group’s Altria Group MO Stock Holding History

Fortitude Advisory 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 		$355K Sell
4,933
-570
-10% -$39.8K 0.14% 141
2026
Q1 		$363K Buy
5,503
+33
+0.6% +$2.12K 0.16% 129
2025
Q4 		$315K Buy
5,470
+4
+0.1% +$242 0.13% 133
2025
Q3 		$361K Buy
5,466
+545
+11% +$34.5K 0.19% 111
2025
Q2 		$288K Buy
4,921
+29
+0.6% +$1.7K 0.16% 140
2025
Q1 		$280K Buy
4,892
+360
+8% +$19.7K 0.2% 120
2024
Q4 		$237K Sell
4,532
-728
-14% -$38.8K 0.14% 154
2024
Q3 		$268K Buy
5,260
+32
+0.6% +$1.62K 0.17% 142
2024
Q2 		$238K Sell
5,228
-867
-14% -$38.5K 0.14% 153
2024
Q1 		$266K Sell
6,095
-152
-2% -$6.3K 0.15% 147
2023
Q4 		$252K Buy
6,247
+851
+16% +$35.2K 0.15% 156
2023
Q3 		$227K Buy
5,396
+712
+15% +$31.5K 0.15% 155
2023
Q2 		$212K Sell
4,684
-347
-7% -$15.7K 0.16% 173
2023
Q1 		$224K Sell
5,031
-271
-5% -$12.5K 0.17% 166
2022
Q4 		$242K Buy
5,302
+30
+0.6% +$1.36K 0.21% 150
2022
Q3 		$213K Buy
5,272
+330
+7% +$14.4K 0.2% 156
2022
Q2 		$206K Buy
4,942
+515
+12% +$26.7K 0.19% 170
2022
Q1 		$232K Buy
4,427
+22
+0.5% +$1.12K 0.12% 178
2021
Q4 		$209K Buy
+4,405
New +$202K 0.11% 191

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Fortitude Advisory Group's MO Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Altria Group (MO) stake by 10% in Q2 2026, selling an estimated $39.8K and leaving 4,933 shares worth $355K. The position accounts for 0.14% of the portfolio, ranked #141.

Fortitude Advisory Group first reported a position in MO in Q4 2021 and has held it in 19 quarters since. The position peaked at $363K in Q1 2026. 1,007 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Fortitude Advisory Group held 4,933 shares of Altria Group worth $355K as of Q2 2026.
  • Fortitude Advisory Group sold 570 Altria Group shares in Q2 2026, an estimated $39.8K.
  • Altria Group made up 0.14% of Fortitude Advisory Group's portfolio in Q2 2026, its #141 holding.
  • Fortitude Advisory Group first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Altria Group position peaked at $363K in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.