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Forza Wealth Management’s Altria Group MO Stock Holding History

Forza Wealth 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 		$467K Hold
6,494
– – 0.14% 136
2026
Q1 		$429K Buy
6,494
+433
+7% +$27.9K 0.15% 139
2025
Q4 		$349K Buy
6,061
+889
+17% +$53.7K 0.13% 153
2025
Q3 		$342K Buy
5,172
+438
+9% +$27.7K 0.13% 150
2025
Q2 		$278K Buy
4,734
+496
+12% +$29.1K 0.11% 165
2025
Q1 		$254K Hold
4,238
– – 0.11% 161
2024
Q4 		$222K Hold
4,238
– – 0.1% 173
2024
Q3 		$216K Buy
+4,238
New +$214K 0.1% 172

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 $3.38T AUM 44.17% 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

Forza Wealth Management's MO Position: Q2 2026 in Review

Forza Wealth Management held its Altria Group (MO) position steady in Q2 2026 at 6,494 shares worth $467K. The position accounts for 0.14% of the portfolio, ranked #136.

Forza Wealth Management first reported a position in MO in Q3 2024 and has held it in 8 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Forza Wealth Management held 6,494 shares of Altria Group worth $467K as of Q2 2026.
  • Forza Wealth Management left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.14% of Forza Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Forza Wealth Management first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.