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Capital Wealth Planning’s Altria Group MO Stock Holding History

Capital Wealth 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 		$13.4M Buy
186,313
+61,969
+50% +$4.33M 0.07% 87
2026
Q1 		$8.21M Sell
124,344
-18,945
-13% -$1.22M 0.05% 98
2025
Q4 		$8.26M Buy
143,289
+87,480
+157% +$5.28M 0.05% 76
2025
Q3 		$3.69M Buy
+55,809
New +$3.54M 0.03% 94
2020
Q1 		– Sell
-4,048
Closed -$202K – 259
2019
Q4 		$202K Buy
+4,048
New +$191K 0.01% 184
2017
Q4 		– Sell
-10,063
Closed -$638K – 142
2017
Q3 		$638K Sell
10,063
-3,126
-24% -$208K 0.5% 35
2017
Q2 		$982K Buy
13,189
+3,126
+31% +$229K 0.16% 52
2017
Q1 		$719K Hold
10,063
– – 0.61% 29
2016
Q4 		$680K Sell
10,063
-8,053
-44% -$519K 0.6% 30
2016
Q3 		$1.15M Sell
18,116
-9,571
-35% -$636K 0.88% 21
2016
Q2 		$1.91M Sell
27,687
-82
-0.3% -$5.25K 1.44% 16
2016
Q1 		$1.74M Sell
27,769
-6,600
-19% -$399K 1.25% 20
2015
Q4 		$2M Hold
34,369
– – 1.84% 13
2015
Q3 		$1.86M Sell
34,369
-10,400
-23% -$558K 1.49% 16
2015
Q2 		$2.19M Sell
44,769
-20
-0% -$1.01K 1.31% 16
2015
Q1 		$2.24M Hold
44,789
– – 1.17% 15
2014
Q4 		$2.21M Buy
44,789
+17
+0% +$828 1.03% 17
2014
Q3 		$2.06M Hold
44,772
– – 0.83% 27
2014
Q2 		$1.88M Hold
44,772
– – 0.69% 30
2014
Q1 		$1.68M Buy
+44,772
New +$1.63M 0.72% 29
2013
Q4 		– Sell
-26,634
Closed -$914K – 109
2013
Q3 		$914K Buy
+26,634
New +$939K 0.41% 43

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

Capital Wealth Planning's MO Position: Q2 2026 in Review

Capital Wealth Planning increased its Altria Group (MO) stake by 50% in Q2 2026, buying an estimated $4.33M and bringing the position to 186,313 shares worth $13.4M. The position accounts for 0.07% of the portfolio, ranked #87.

Capital Wealth Planning first reported a position in MO in Q3 2013 and has held it in 21 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Capital Wealth Planning held 186,313 shares of Altria Group worth $13.4M as of Q2 2026.
  • Capital Wealth Planning bought 61,969 Altria Group shares in Q2 2026, an estimated $4.33M.
  • Altria Group made up 0.07% of Capital Wealth Planning's portfolio in Q2 2026, its #87 holding.
  • Capital Wealth Planning first reported a position in Altria Group in Q3 2013 and has held it in 21 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.