Fee-Only Financial Planning’s Altria Group MO Stock Holding History

Fee-Only 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	$741K	Hold	10,303	–	–	0.4%	20
2026 Q1	$680K	Sell	10,303 -250	-2%	-$16.1K	0.41%	22
2025 Q4	$608K	Hold	10,553	–	–	0.35%	23
2025 Q3	$697K	Hold	10,553	–	–	0.41%	20
2025 Q2	$619K	Hold	10,553	–	–	0.38%	22
2025 Q1	$633K	Hold	10,553	–	–	0.43%	21
2024 Q4	$552K	Hold	10,553	–	–	0.36%	23
2024 Q3	$539K	Sell	10,553 -200	-2%	-$10.1K	0.35%	24
2024 Q2	$490K	Hold	10,753	–	–	0.33%	24
2024 Q1	$469K	Hold	10,753	–	–	0.32%	24
2023 Q4	$434K	Hold	10,753	–	–	0.31%	25
2023 Q3	$452K	Hold	10,753	–	–	0.36%	23
2023 Q2	$487K	Sell	10,753 -1	-0%	-$45	0.37%	24
2023 Q1	$480K	Buy	10,754 +1	+0%	+$46	0.39%	24
2022 Q4	$492K	Buy	+10,753	New	+$487K	0.41%	22

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

Fee-Only Financial Planning's MO Position: Q2 2026 in Review

Fee-Only Financial Planning held its Altria Group (MO) position steady in Q2 2026 at 10,303 shares worth $741K. The position accounts for 0.4% of the portfolio, ranked #20.

Fee-Only Financial Planning first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Fee-Only Financial Planning held 10,303 shares of Altria Group worth $741K as of Q2 2026.
Fee-Only Financial Planning left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.4% of Fee-Only Financial Planning's portfolio in Q2 2026, its #20 holding.
Fee-Only Financial Planning first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.