Consolidated Planning Corp’s Altria Group MO Stock Holding History

Consolidated Planning Corp’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	$201K	Buy	+2,795	New	+$195K	0.03%	157
2024 Q1	–	Sell	-6,273	Closed	-$253K	–	191
2023 Q4	$253K	Sell	6,273 -8,293	-57%	-$343K	0.05%	143
2023 Q3	$613K	Sell	14,566 -713	-5%	-$31.5K	0.14%	100
2023 Q2	$692K	Buy	+15,279	New	+$692K	0.15%	100
2021 Q4	–	Sell	-281	Closed	-$13K	–	302
2021 Q3	$13K	Buy	+281	New	+$13.6K	0.01%	291

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

Consolidated Planning Corp's MO Position: Q2 2026 in Review

Consolidated Planning Corp opened a new position in Altria Group (MO) in Q2 2026: 2,795 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #157 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in MO as recently as Q4 2023.

Consolidated Planning Corp first reported a position in MO in Q3 2021 and has held it in 5 quarters since. The position peaked at $692K in Q2 2023. 837 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Consolidated Planning Corp held 2,795 shares of Altria Group worth $201K as of Q2 2026.
Altria Group was a new Consolidated Planning Corp position in Q2 2026.
Altria Group made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #157 holding.
Consolidated Planning Corp first reported a position in Altria Group in Q3 2021 and has held it in 5 quarters since.
Consolidated Planning Corp's Altria Group position peaked at $692K in Q2 2023.
837 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.