Fortune Financial Advisors’s Altria Group MO Stock Holding History

Fortune Financial 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	$3.64M	Buy	50,558 +5,150	+11%	+$359K	1.56%	16
2026 Q1	$3M	Buy	45,408 +1,532	+3%	+$98.6K	1.53%	18
2025 Q4	$2.53M	Buy	43,876 +619	+1%	+$37.4K	1.71%	17
2025 Q3	$2.86M	Buy	43,257 +357	+0.8%	+$22.6K	2.15%	14
2025 Q2	$2.52M	Buy	42,900 +272	+0.6%	+$16K	2.02%	15
2025 Q1	$2.56M	Buy	42,628 +1,280	+3%	+$69.9K	2.21%	12
2024 Q4	$2.16M	Buy	41,348 +1,181	+3%	+$62.9K	1.96%	16
2024 Q3	$2.05M	Sell	40,167 -319	-0.8%	-$16.1K	1.86%	19
2024 Q2	$1.84M	Sell	40,486 -118	-0.3%	-$5.24K	1.13%	28
2024 Q1	$1.77M	Sell	40,604 -238	-0.6%	-$9.87K	1.12%	26
2023 Q4	$1.65M	Sell	40,842 -579	-1%	-$23.9K	1.15%	25
2023 Q3	$1.74M	Buy	41,421 +150	+0.4%	+$6.63K	1.33%	24
2023 Q2	$1.87M	Buy	+41,271	New	+$1.87M	1.4%	23

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Fortune Financial Advisors's MO Position: Q2 2026 in Review

Fortune Financial Advisors increased its Altria Group (MO) stake by 11% in Q2 2026, buying an estimated $359K and bringing the position to 50,558 shares worth $3.64M. The position accounts for 1.56% of the portfolio, ranked #16.

Fortune Financial Advisors first reported a position in MO in Q2 2023 and has held it in 13 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Fortune Financial Advisors held 50,558 shares of Altria Group worth $3.64M as of Q2 2026.
Fortune Financial Advisors bought 5,150 Altria Group shares in Q2 2026, an estimated $359K.
Altria Group made up 1.56% of Fortune Financial Advisors's portfolio in Q2 2026, its #16 holding.
Fortune Financial Advisors first reported a position in Altria Group in Q2 2023 and has held it in 13 quarters since.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.