Fortitude Family Office’s Altria Group MO Stock Holding History

Fortitude Family Office’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	$247K	Sell	3,433 -219	-6%	-$15.3K	0.05%	118
2026 Q1	$241K	Sell	3,652 -299	-8%	-$19.2K	0.05%	112
2025 Q4	$228K	Sell	3,951 -420	-10%	-$25.4K	0.05%	131
2025 Q3	$289K	Sell	4,371 -509	-10%	-$32.2K	0.08%	115
2025 Q2	$286K	Sell	4,880 -347	-7%	-$20.4K	0.09%	107
2025 Q1	$314K	Sell	5,227 -1,157	-18%	-$63.2K	0.11%	94
2024 Q4	$334K	Sell	6,384 -34	-0.5%	-$1.81K	0.12%	100
2024 Q3	$328K	Buy	6,418 +1,738	+37%	+$87.8K	0.13%	90
2024 Q2	$213K	Buy	4,680 +3,358	+254%	+$149K	0.12%	82
2024 Q1	$57.7K	Sell	1,322 -207	-14%	-$8.58K	0.04%	135
2023 Q4	$61.7K	Buy	+1,529	New	+$63.2K	0.05%	141

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fortitude Family Office's MO Position: Q2 2026 in Review

Fortitude Family Office reduced its Altria Group (MO) stake by 6% in Q2 2026, selling an estimated $15.3K and leaving 3,433 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #118.

Fortitude Family Office first reported a position in MO in Q4 2023 and has held it in 11 quarters since. The position peaked at $334K in Q4 2024. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Fortitude Family Office held 3,433 shares of Altria Group worth $247K as of Q2 2026.
Fortitude Family Office sold 219 Altria Group shares in Q2 2026, an estimated $15.3K.
Altria Group made up 0.05% of Fortitude Family Office's portfolio in Q2 2026, its #118 holding.
Fortitude Family Office first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Altria Group position peaked at $334K in Q4 2024.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.