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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fee-Only Financial Planning's MO Position: Q1 2026 in Review

Fee-Only Financial Planning reduced its Altria Group (MO) stake by 2.4% in Q1 2026, selling an estimated $16.1K and leaving 10,303 shares worth $680K. The position accounts for 0.41% of the portfolio, ranked #22.

Fee-Only Financial Planning first reported a position in MO in Q4 2022 and has held it in 14 quarters since. The position peaked at $697K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Fee-Only Financial Planning held 10,303 shares of Altria Group worth $680K as of Q1 2026.
Fee-Only Financial Planning sold 250 Altria Group shares in Q1 2026, an estimated $16.1K.
Altria Group made up 0.41% of Fee-Only Financial Planning's portfolio in Q1 2026, its #22 holding.
Fee-Only Financial Planning first reported a position in Altria Group in Q4 2022 and has held it in 14 quarters since.
Fee-Only Financial Planning's Altria Group position peaked at $697K in Q3 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.