Future Financial Wealth Management’s Altria Group MO Stock Holding History

Future Financial 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	$276K	Sell	3,823 -85	-2%	-$5.93K	0.17%	101
2026 Q1	$252K	Sell	3,908 -50	-1%	-$3.22K	0.16%	103
2025 Q4	$242K	Sell	3,958 -100	-2%	-$6.04K	0.16%	104
2025 Q3	$268K	Hold	4,058	–	–	0.17%	96
2025 Q2	$238K	Hold	4,058	–	–	0.16%	102
2025 Q1	$244K	Hold	4,058	–	–	0.18%	97
2024 Q4	$212K	Buy	4,058 +300	+8%	+$16K	0.16%	104
2024 Q3	$192K	Buy	+3,758	New	+$190K	0.14%	115
2024 Q2	–	Sell	-3,812	Closed	-$166K	–	319
2024 Q1	$166K	Buy	+3,812	New	+$158K	0.13%	129
2022 Q2	–	Sell	-2,520	Closed	-$132K	–	337
2022 Q1	$132K	Hold	2,520	–	–	0.11%	157
2021 Q4	$121K	Buy	+2,520	New	+$115K	0.1%	171

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Future Financial Wealth Management's MO Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Altria Group (MO) stake by 2.2% in Q2 2026, selling an estimated $5.93K and leaving 3,823 shares worth $276K. The position accounts for 0.17% of the portfolio, ranked #101.

Future Financial Wealth Management first reported a position in MO in Q4 2021 and has held it in 11 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Future Financial Wealth Management held 3,823 shares of Altria Group worth $276K as of Q2 2026.
Future Financial Wealth Management sold 85 Altria Group shares in Q2 2026, an estimated $5.93K.
Altria Group made up 0.17% of Future Financial Wealth Management's portfolio in Q2 2026, its #101 holding.
Future Financial Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 11 quarters since.
2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.