Axim Planning & Wealth’s Altria Group MO Stock Holding History

Axim Planning & Wealth’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 Q1	$633K	Sell	9,599 -3,730	-28%	-$240K	0.77%	22
2025 Q4	$769K	Buy	+13,329	New	+$805K	0.81%	13
2025 Q3	–	Sell	-3,996	Closed	-$234K	–	100
2025 Q2	$234K	Sell	3,996 -140	-3%	-$8.22K	0.21%	50
2025 Q1	$248K	Sell	4,136 -64	-2%	-$3.49K	0.22%	28
2024 Q4	$220K	Buy	4,200 +4	+0.1%	+$213	0.23%	34
2024 Q3	$214K	Buy	+4,196	New	+$212K	0.24%	27
2024 Q1	–	Sell	-5,711	Closed	-$230K	–	28
2023 Q4	$230K	Sell	5,711 -1,010	-15%	-$41.8K	0.21%	25
2023 Q3	$283K	Buy	6,721 +249	+4%	+$11K	0.25%	18
2023 Q2	$293K	Buy	6,472 +432	+7%	+$19.6K	0.26%	18
2023 Q1	$270K	Buy	6,040 +1,000	+20%	+$46K	0.27%	18
2022 Q4	$230K	Buy	5,040 +3,940	+358%	+$178K	0.24%	24
2022 Q3	$44K	Hold	1,100	–	–	0.04%	52
2022 Q2	$46K	Buy	+1,100	New	+$57K	0.04%	45

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axim Planning & Wealth's MO Position: Q1 2026 in Review

Axim Planning & Wealth reduced its Altria Group (MO) stake by 28% in Q1 2026, selling an estimated $240K and leaving 9,599 shares worth $633K. The position accounts for 0.77% of the portfolio, ranked #22.

Axim Planning & Wealth first reported a position in MO in Q2 2022 and has held it in 13 quarters since. The position peaked at $769K in Q4 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Axim Planning & Wealth held 9,599 shares of Altria Group worth $633K as of Q1 2026.
Axim Planning & Wealth sold 3,730 Altria Group shares in Q1 2026, an estimated $240K.
Altria Group made up 0.77% of Axim Planning & Wealth's portfolio in Q1 2026, its #22 holding.
Axim Planning & Wealth first reported a position in Altria Group in Q2 2022 and has held it in 13 quarters since.
Axim Planning & Wealth's Altria Group position peaked at $769K in Q4 2025.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.