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Forum Financial Management’s Altria Group MO Stock Holding History

Forum Financial Management’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 		$1.04M Buy
14,414
+943
+7% +$65.8K 0.01% 130
2026
Q1 		$889K Sell
13,471
-8,158
-38% -$525K 0.01% 135
2025
Q4 		$1.25M Buy
21,629
+26
+0.1% +$1.57K 0.02% 204
2025
Q3 		$1.43M Sell
21,603
-343
-2% -$21.7K 0.02% 180
2025
Q2 		$1.29M Buy
21,946
+1,139
+5% +$66.9K 0.02% 179
2025
Q1 		$1.25M Sell
20,807
-739
-3% -$40.3K 0.02% 173
2024
Q4 		$1.13M Buy
21,546
+5,449
+34% +$290K 0.02% 189
2024
Q3 		$822K Buy
16,097
+2,730
+20% +$138K 0.01% 218
2024
Q2 		$609K Buy
13,367
+2,473
+23% +$110K 0.01% 255
2024
Q1 		$475K Sell
10,894
-1,763
-14% -$73.1K 0.01% 341
2023
Q4 		$511K Sell
12,657
-618
-5% -$25.6K 0.01% 285
2023
Q3 		$558K Buy
13,275
+1,849
+16% +$81.7K 0.01% 257
2023
Q2 		$518K Buy
11,426
+723
+7% +$32.7K 0.01% 285
2023
Q1 		$478K Sell
10,703
-634
-6% -$29.1K 0.01% 274
2022
Q4 		$518K Buy
11,337
+35
+0.3% +$1.58K 0.02% 247
2022
Q3 		$456K Sell
11,302
-1,799
-14% -$78.5K 0.02% 235
2022
Q2 		$547K Buy
13,101
+2,455
+23% +$127K 0.03% 212
2022
Q1 		$556K Buy
10,646
+7
+0.1% +$357 0.03% 221
2021
Q4 		$504K Buy
+10,639
New +$488K 0.03% 248

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forum Financial Management's MO Position: Q2 2026 in Review

Forum Financial Management increased its Altria Group (MO) stake by 7% in Q2 2026, buying an estimated $65.8K and bringing the position to 14,414 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #130.

Forum Financial Management first reported a position in MO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Forum Financial Management held 14,414 shares of Altria Group worth $1.04M as of Q2 2026.
  • Forum Financial Management bought 943 Altria Group shares in Q2 2026, an estimated $65.8K.
  • Altria Group made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #130 holding.
  • Forum Financial Management first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Altria Group position peaked at $1.43M in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.