Action Point Financial Planning’s Altria Group MO Stock Holding History

Action Point Financial Planning’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	$250K	Buy	+3,478	New	+$243K	0.03%	392

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 $3.37T AUM 44.26% 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

Action Point Financial Planning's MO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Altria Group (MO) in Q2 2026: 3,478 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #392 among its holdings.

2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Action Point Financial Planning held 3,478 shares of Altria Group worth $250K as of Q2 2026.
Altria Group was a new Action Point Financial Planning position in Q2 2026.
Altria Group made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #392 holding.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.