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Financial Planning Hawaii’s Altria Group MO Stock Holding History

Financial Planning Hawaii’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 		$673K Buy
9,350
+3
+0% +$209 0.36% 70
2026
Q1 		$617K Sell
9,347
-149
-2% -$9.59K 0.36% 69
2025
Q4 		$548K Buy
+9,496
New +$573K 0.32% 76

Other funds holding MO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Financial Planning Hawaii's MO Position: Q2 2026 in Review

Financial Planning Hawaii increased its Altria Group (MO) stake by 0.03% in Q2 2026, buying an estimated $209 and bringing the position to 9,350 shares worth $673K. The position accounts for 0.36% of the portfolio, ranked #70.

Financial Planning Hawaii first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 1,564 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Financial Planning Hawaii held 9,350 shares of Altria Group worth $673K as of Q2 2026.
  • Financial Planning Hawaii bought 3 Altria Group shares in Q2 2026, an estimated $209.
  • Altria Group made up 0.36% of Financial Planning Hawaii's portfolio in Q2 2026, its #70 holding.
  • Financial Planning Hawaii first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 1,564 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.