CPC
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CFC Planning Company’s Altria Group MO Stock Holding History

CFC Planning Company’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 		$4.9M Buy
68,079
+4,998
+8% +$349K 2.86% 11
2026
Q1 		$4.16M Buy
63,081
+5,483
+10% +$353K 2.97% 11
2025
Q4 		$3.32M Buy
57,598
+6,200
+12% +$374K 2.52% 11
2025
Q3 		$3.4M Buy
51,398
+1,280
+3% +$81.1K 2.79% 9
2025
Q2 		$2.94M Buy
50,118
+5,048
+11% +$296K 2.77% 9
2025
Q1 		$2.71M Buy
45,070
+5,831
+15% +$318K 2.89% 10
2024
Q4 		$2.05M Buy
+39,239
New +$2.09M 2.2% 23

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

CFC Planning Company's MO Position: Q2 2026 in Review

CFC Planning Company increased its Altria Group (MO) stake by 7.9% in Q2 2026, buying an estimated $349K and bringing the position to 68,079 shares worth $4.9M. The position accounts for 2.86% of the portfolio, ranked #11.

CFC Planning Company first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • CFC Planning Company held 68,079 shares of Altria Group worth $4.9M as of Q2 2026.
  • CFC Planning Company bought 4,998 Altria Group shares in Q2 2026, an estimated $349K.
  • Altria Group made up 2.86% of CFC Planning Company's portfolio in Q2 2026, its #11 holding.
  • CFC Planning Company first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.