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KMG Fiduciary Partners’s Altria Group MO Stock Holding History

KMG Fiduciary Partners’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 		$1.67M Buy
23,273
+9,185
+65% +$641K 0.16% 98
2026
Q1 		$930K Buy
14,088
+763
+6% +$49.1K 0.07% 172
2025
Q4 		$768K Buy
13,325
+2,211
+20% +$134K 0.05% 176
2025
Q3 		$734K Buy
11,114
+31
+0.3% +$1.96K 0.05% 208
2025
Q2 		$650K Sell
11,083
-55
-0.5% -$3.23K 0.05% 211
2025
Q1 		$669K Buy
11,138
+1,115
+11% +$60.9K 0.06% 207
2024
Q4 		$524K Sell
10,023
-166
-2% -$8.84K 0.04% 213
2024
Q3 		$520K Sell
10,189
-18
-0.2% -$910 0.04% 208
2024
Q2 		$465K Buy
10,207
+315
+3% +$14K 0.05% 188
2024
Q1 		$431K Sell
9,892
-48,425
-83% -$2.01M 0.04% 183
2023
Q4 		$2.35M Buy
58,317
+2,730
+5% +$113K 0.27% 91
2023
Q3 		$2.34M Buy
55,587
+1,572
+3% +$69.5K 0.31% 81
2023
Q2 		$2.45M Buy
54,015
+10,541
+24% +$477K 0.32% 82
2023
Q1 		$1.94M Buy
43,474
+37,555
+634% +$1.73M 0.28% 93
2022
Q4 		$271K Sell
5,919
-3
-0.1% -$136 0.04% 207
2022
Q3 		$239K Buy
5,922
+9
+0.2% +$393 0.05% 177
2022
Q2 		$247K Buy
5,913
+705
+14% +$36.5K 0.05% 184
2022
Q1 		$272K Sell
5,208
-10
-0.2% -$509 0.04% 183
2021
Q4 		$247K Buy
5,218
+7
+0.1% +$321 0.04% 180
2021
Q3 		$237K Buy
5,211
+7
+0.1% +$338 0.04% 186
2021
Q2 		$248K Buy
5,204
+55
+1% +$2.7K 0.04% 182
2021
Q1 		$263K Sell
5,149
-1,854
-26% -$83.1K 0.05% 152
2020
Q4 		$285K Buy
7,003
+390
+6% +$15.7K 0.06% 144
2020
Q3 		$256K Sell
6,613
-53
-0.8% -$2.21K 0.06% 132
2020
Q2 		$262K Sell
6,666
-59
-0.9% -$2.3K 0.07% 119
2020
Q1 		$260K Buy
+6,725
New +$298K 0.08% 114
2019
Q2 		– Sell
-4,170
Closed -$239K – 118
2019
Q1 		$239K Hold
4,170
– – 0.09% 104
2018
Q4 		$206K Buy
+4,170
New +$242K 0.09% 99

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

KMG Fiduciary Partners's MO Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Altria Group (MO) stake by 65% in Q2 2026, buying an estimated $641K and bringing the position to 23,273 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #98.

KMG Fiduciary Partners first reported a position in MO in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.45M in Q2 2023. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • KMG Fiduciary Partners held 23,273 shares of Altria Group worth $1.67M as of Q2 2026.
  • KMG Fiduciary Partners bought 9,185 Altria Group shares in Q2 2026, an estimated $641K.
  • Altria Group made up 0.16% of KMG Fiduciary Partners's portfolio in Q2 2026, its #98 holding.
  • KMG Fiduciary Partners first reported a position in Altria Group in Q4 2018 and has held it in 28 quarters since.
  • KMG Fiduciary Partners's Altria Group position peaked at $2.45M in Q2 2023.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.