Comprehensive Financial Planning’s Altria Group MO Stock Holding History

Comprehensive 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	$26.1K	Buy	363 +9	+3%	+$628	0.01%	224
2026 Q1	$23.4K	Buy	354 +87	+33%	+$5.6K	0.02%	205
2025 Q4	$15.4K	Buy	267 +239	+854%	+$14.4K	0.01%	226
2025 Q3	$1.88K	Hold	28	–	–	﹤0.01%	305
2025 Q2	$1.64K	Buy	28 +1	+4%	+$59	﹤0.01%	297
2025 Q1	$1.65K	Hold	27	–	–	﹤0.01%	289
2024 Q4	$1.41K	Buy	+27	New	+$1.44K	﹤0.01%	321

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

Comprehensive Financial Planning's MO Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Altria Group (MO) stake by 2.5% in Q2 2026, buying an estimated $628 and bringing the position to 363 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #224.

Comprehensive Financial Planning first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Comprehensive Financial Planning held 363 shares of Altria Group worth $26.1K as of Q2 2026.
Comprehensive Financial Planning bought 9 Altria Group shares in Q2 2026, an estimated $628.
Altria Group made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #224 holding.
Comprehensive Financial Planning first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.