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FWL Investment Management’s Altria Group MO Stock Holding History

FWL Investment 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 		$1.15K Buy
+16
New +$1.12K ﹤0.01% 462
2025
Q4 		– Sell
-100
Closed -$6.61K – 384
2025
Q3 		$6.61K Buy
+100
New +$6.33K ﹤0.01% 277
2024
Q3 		– Sell
-265
Closed -$12.1K – 311
2024
Q2 		$12.1K Hold
265
– – 0.01% 183
2024
Q1 		$11.6K Buy
+265
New +$11K 0.01% 156
2023
Q1 		– Sell
-130
Closed -$5.94K – 150
2022
Q4 		$5.94K Buy
+130
New +$5.89K ﹤0.01% 149

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

FWL Investment Management's MO Position: Q2 2026 in Review

FWL Investment Management opened a new position in Altria Group (MO) in Q2 2026: 16 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in MO as recently as Q3 2025.

FWL Investment Management first reported a position in MO in Q4 2022 and has held it in 5 quarters since. The position peaked at $12.1K in Q2 2024. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • FWL Investment Management held 16 shares of Altria Group worth $1.15K as of Q2 2026.
  • Altria Group was a new FWL Investment Management position in Q2 2026.
  • Altria Group made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #462 holding.
  • FWL Investment Management first reported a position in Altria Group in Q4 2022 and has held it in 5 quarters since.
  • FWL Investment Management's Altria Group position peaked at $12.1K in Q2 2024.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.