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Estate Planners Group’s Altria Group MO Stock Holding History

Estate Planners 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 		$250K Buy
+3,479
New +$243K 0.11% 59

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

Estate Planners Group's MO Position: Q2 2026 in Review

Estate Planners Group opened a new position in Altria Group (MO) in Q2 2026: 3,479 shares worth $250K. The stake represents 0.11% of the portfolio and ranks #59 among its holdings.

2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Estate Planners Group held 3,479 shares of Altria Group worth $250K as of Q2 2026.
  • Altria Group was a new Estate Planners Group position in Q2 2026.
  • Altria Group made up 0.11% of Estate Planners Group's portfolio in Q2 2026, its #59 holding.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.