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Cornerstone Planning Group’s Altria Group MO Stock Holding History

Cornerstone Planning Group’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 		$191K Buy
2,640
+21
+0.8% +$1.47K 0.02% 175
2026
Q1 		$191K Buy
2,619
+143
+6% +$9.2K 0.03% 174
2025
Q4 		$156K Buy
2,476
+2,464
+20,533% +$149K 0.02% 162
2025
Q3 		$322 Sell
12
-2,250
-99% -$143K ﹤0.01% 1568
2025
Q2 		$141K Sell
2,262
-84
-4% -$4.93K 0.03% 108
2025
Q1 		$137K Buy
2,346
+1,066
+83% +$58.2K 0.03% 116
2024
Q4 		$68.4K Buy
1,280
+60
+5% +$3.2K 0.02% 148
2024
Q3 		$61K Sell
1,220
-1,906
-61% -$96.3K 0.02% 168
2024
Q2 		$154K Buy
3,126
+2,599
+493% +$115K 0.04% 97
2024
Q1 		$23K Buy
527
+2
+0.4% +$83 0.01% 276
2023
Q4 		$21.2K Sell
525
-231
-31% -$9.55K 0.01% 311
2023
Q3 		$31.8K Sell
756
-455
-38% -$20.1K 0.01% 245
2023
Q2 		$54.9K Buy
+1,211
New +$54.8K 0.02% 226
2022
Q4 		$85.9K Buy
+1,927
New +$87.3K 0.04% 179

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cornerstone Planning Group's MO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Altria Group (MO) stake by 0.8% in Q2 2026, buying an estimated $1.47K and bringing the position to 2,640 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #175.

Cornerstone Planning Group first reported a position in MO in Q4 2022 and has held it in 14 quarters since. The position peaked at $191K in Q1 2026. 1,675 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Cornerstone Planning Group held 2,640 shares of Altria Group worth $191K as of Q2 2026.
  • Cornerstone Planning Group bought 21 Altria Group shares in Q2 2026, an estimated $1.47K.
  • Altria Group made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #175 holding.
  • Cornerstone Planning Group first reported a position in Altria Group in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Altria Group position peaked at $191K in Q1 2026.
  • 1,675 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.