Financial Life Planners’s Altria Group MO Stock Holding History

Financial Life Planners’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	$26.6K	Buy	370 +5	+1%	+$349	0.02%	173
2026 Q1	$24.1K	Buy	+365	New	+$23.5K	0.02%	175
2025 Q4	–	Sell	-352	Closed	-$23.3K	–	224
2025 Q3	$23.3K	Buy	+352	New	+$22.3K	0.02%	192
2025 Q1	–	Sell	-472	Closed	-$24.7K	–	265
2024 Q4	$24.7K	Buy	+472	New	+$25.1K	0.02%	186

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Financial Life Planners's MO Position: Q2 2026 in Review

Financial Life Planners increased its Altria Group (MO) stake by 1.4% in Q2 2026, buying an estimated $349 and bringing the position to 370 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #173.

Financial Life Planners first reported a position in MO in Q4 2024 and has held it in 4 quarters since. 650 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Financial Life Planners held 370 shares of Altria Group worth $26.6K as of Q2 2026.
Financial Life Planners bought 5 Altria Group shares in Q2 2026, an estimated $349.
Altria Group made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #173 holding.
Financial Life Planners first reported a position in Altria Group in Q4 2024 and has held it in 4 quarters since.
650 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.