FFO
MO icon

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
Q3 		$249K Buy
3,698
+265
+8% +$18.4K 0.04% 126
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fortitude Family Office's MO Position: Q3 2026 in Review

Fortitude Family Office increased its Altria Group (MO) stake by 7.7% in Q3 2026, buying an estimated $18.4K and bringing the position to 3,698 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #126.

Fortitude Family Office first reported a position in MO in Q4 2023 and has held it in 12 quarters since. The position peaked at $334K in Q4 2024. 355 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Fortitude Family Office held 3,698 shares of Altria Group worth $249K as of Q3 2026.
  • Fortitude Family Office bought 265 Altria Group shares in Q3 2026, an estimated $18.4K.
  • Altria Group made up 0.04% of Fortitude Family Office's portfolio in Q3 2026, its #126 holding.
  • Fortitude Family Office first reported a position in Altria Group in Q4 2023 and has held it in 12 quarters since.
  • Fortitude Family Office's Altria Group position peaked at $334K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.