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BFC Planning, Inc.’s Altria Group MO Stock Holding History

BFC Planning, Inc.’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 		$4.18M Sell
58,112
-2,445
-4% -$171K 0.17% 128
2026
Q1 		$4M Sell
60,557
-4,414
-7% -$284K 0.18% 111
2025
Q4 		$3.75M Buy
64,971
+35,492
+120% +$2.14M 0.17% 127
2025
Q3 		$1.95M Buy
29,479
+2,190
+8% +$139K 0.14% 131
2025
Q2 		$1.6M Sell
27,289
-312
-1% -$18.3K 0.13% 153
2025
Q1 		$1.66M Buy
27,601
+658
+2% +$35.9K 0.15% 137
2024
Q4 		$1.41M Buy
+26,943
New +$1.44M 0.12% 158

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BFC Planning, Inc.'s MO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Altria Group (MO) stake by 4% in Q2 2026, selling an estimated $171K and leaving 58,112 shares worth $4.18M. The position accounts for 0.17% of the portfolio, ranked #128.

BFC Planning, Inc. first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,583 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • BFC Planning, Inc. held 58,112 shares of Altria Group worth $4.18M as of Q2 2026.
  • BFC Planning, Inc. sold 2,445 Altria Group shares in Q2 2026, an estimated $171K.
  • Altria Group made up 0.17% of BFC Planning, Inc.'s portfolio in Q2 2026, its #128 holding.
  • BFC Planning, Inc. first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,583 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.