Superior Planning, LLC’s Altria Group MO Stock Holding History

Superior Planning, LLC’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 Q3	$54.5K	Buy	+809	New	+$56.2K	0.02%	359

Other funds holding MO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's MO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Altria Group (MO) in Q3 2026: 809 shares worth $54.5K. The stake represents 0.02% of the portfolio and ranks #359 among its holdings.

1,926 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Superior Planning, LLC held 809 shares of Altria Group worth $54.5K as of Q3 2026.
Altria Group was a new Superior Planning, LLC position in Q3 2026.
Altria Group made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #359 holding.
1,926 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.