Fee-Only Financial Planning
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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
Q3 		$694K Hold
10,303
– – 0.38% 21
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Fee-Only Financial Planning's MO Position: Q3 2026 in Review

Fee-Only Financial Planning held its Altria Group (MO) position steady in Q3 2026 at 10,303 shares worth $694K. The position accounts for 0.38% of the portfolio, ranked #21.

Fee-Only Financial Planning first reported a position in MO in Q4 2022 and has held it in 16 quarters since. The position peaked at $741K in Q2 2026. 2,122 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Fee-Only Financial Planning held 10,303 shares of Altria Group worth $694K as of Q3 2026.
  • Fee-Only Financial Planning left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up 0.38% of Fee-Only Financial Planning's portfolio in Q3 2026, its #21 holding.
  • Fee-Only Financial Planning first reported a position in Altria Group in Q4 2022 and has held it in 16 quarters since.
  • Fee-Only Financial Planning's Altria Group position peaked at $741K in Q2 2026.
  • 2,122 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.