Center for Financial Planning’s Altria Group MO Stock Holding History

Center for 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	$396K	Hold	5,507	–	–	0.04%	122
2026 Q1	$363K	Hold	5,507	–	–	0.04%	125
2025 Q4	$318K	Sell	5,507 -335	-6%	-$20.2K	0.03%	133
2025 Q3	$386K	Hold	5,842	–	–	0.04%	126
2025 Q2	$342K	Buy	5,842 +335	+6%	+$19.7K	0.04%	134
2025 Q1	$331K	Sell	5,507 -392	-7%	-$21.4K	0.04%	124
2024 Q4	$308K	Hold	5,899	–	–	0.04%	126
2024 Q3	$301K	Hold	5,899	–	–	0.04%	124
2024 Q2	$269K	Sell	5,899 -85	-1%	-$3.77K	0.04%	129
2024 Q1	$261K	Sell	5,984 -50	-0.8%	-$2.07K	0.04%	131
2023 Q4	$243K	Hold	6,034	–	–	0.04%	128
2023 Q3	$254K	Sell	6,034 -200	-3%	-$8.84K	0.05%	118
2023 Q2	$282K	Hold	6,234	–	–	0.06%	114
2023 Q1	$278K	Buy	6,234 +85	+1%	+$3.91K	0.06%	112
2022 Q4	$281K	Hold	6,149	–	–	0.07%	109
2022 Q3	$248K	Buy	6,149 +3,733	+155%	+$163K	0.07%	105
2022 Q2	$101K	Hold	2,416	–	–	0.03%	163
2022 Q1	$126K	Hold	2,416	–	–	0.03%	158
2021 Q4	$114K	Hold	2,416	–	–	0.02%	164
2021 Q3	$110K	Hold	2,416	–	–	0.03%	156
2021 Q2	$115K	Sell	2,416 -1,017	-30%	-$50K	0.03%	155
2021 Q1	$176K	Sell	3,433 -893	-21%	-$40K	0.05%	132
2020 Q4	$177K	Hold	4,326	–	–	0.05%	123
2020 Q3	$167K	Hold	4,326	–	–	0.05%	123
2020 Q2	$170K	Sell	4,326 -3,000	-41%	-$117K	0.06%	118
2020 Q1	$283K	Sell	7,326 -3,781	-34%	-$168K	0.1%	85
2019 Q4	$554K	Buy	+11,107	New	+$524K	0.14%	67

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Center for Financial Planning's MO Position: Q2 2026 in Review

Center for Financial Planning held its Altria Group (MO) position steady in Q2 2026 at 5,507 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #122.

Center for Financial Planning first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $554K in Q4 2019. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Center for Financial Planning held 5,507 shares of Altria Group worth $396K as of Q2 2026.
Center for Financial Planning left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.04% of Center for Financial Planning's portfolio in Q2 2026, its #122 holding.
Center for Financial Planning first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Altria Group position peaked at $554K in Q4 2019.
825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.