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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return