FPL
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Fortress Private Ledger’s Altria Group MO Stock Holding History

Fortress Private Ledger’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 		$391K Buy
5,931
+1,037
+21% +$66.7K 0.12% 155
2025
Q4 		$282K Sell
4,894
-1,393
-22% -$84.1K 0.09% 167
2025
Q3 		$415K Buy
6,287
+262
+4% +$16.6K 0.15% 123
2025
Q2 		$353K Buy
6,025
+2,083
+53% +$122K 0.16% 126
2025
Q1 		$237K Buy
+3,942
New +$215K 0.13% 148

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortress Private Ledger's MO Position: Q1 2026 in Review

Fortress Private Ledger increased its Altria Group (MO) stake by 21% in Q1 2026, buying an estimated $66.7K and bringing the position to 5,931 shares worth $391K. The position accounts for 0.12% of the portfolio, ranked #155.

Fortress Private Ledger first reported a position in MO in Q1 2025 and has held it in 5 quarters since. The position peaked at $415K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Fortress Private Ledger held 5,931 shares of Altria Group worth $391K as of Q1 2026.
  • Fortress Private Ledger bought 1,037 Altria Group shares in Q1 2026, an estimated $66.7K.
  • Altria Group made up 0.12% of Fortress Private Ledger's portfolio in Q1 2026, its #155 holding.
  • Fortress Private Ledger first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • Fortress Private Ledger's Altria Group position peaked at $415K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.