Essential Planning’s Altria Group MO Stock Holding History

Essential 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
2025 Q1	–	Sell	-133,900	Closed	-$7.13M	–	218
2024 Q4	$7.13M	Buy	+133,900	New	+$7.13M	0.05%	94

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essential Planning's MO Position: Q1 2025 in Review

Essential Planning sold out of Altria Group (MO) in Q1 2025, closing a stake of 133,900 shares — an estimated $7.13M sold.

Essential Planning first reported a position in MO in Q4 2024 and held it in 1 quarter. The position peaked at $7.13M in Q4 2024. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

Essential Planning reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 133,900 Altria Group shares in Q1 2025, an estimated $7.13M.
Essential Planning first reported a position in Altria Group in Q4 2024 and held it in 1 quarter.
Essential Planning's Altria Group position peaked at $7.13M in Q4 2024.
2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.