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Holistic Planning’s Altria Group MO Stock Holding History

Holistic 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 		$279K Buy
4,233
+49
+1% +$3.15K 0.06% 243
2025
Q4 		$241K Buy
4,184
+111
+3% +$6.7K 0.05% 249
2025
Q3 		$269K Sell
4,073
-126
-3% -$7.98K 0.07% 194
2025
Q2 		$246K Buy
+4,199
New +$247K 0.07% 192

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Holistic Planning's MO Position: Q1 2026 in Review

Holistic Planning increased its Altria Group (MO) stake by 1.2% in Q1 2026, buying an estimated $3.15K and bringing the position to 4,233 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #243.

Holistic Planning first reported a position in MO in Q2 2025 and has held it in 4 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Holistic Planning held 4,233 shares of Altria Group worth $279K as of Q1 2026.
  • Holistic Planning bought 49 Altria Group shares in Q1 2026, an estimated $3.15K.
  • Altria Group made up 0.06% of Holistic Planning's portfolio in Q1 2026, its #243 holding.
  • Holistic Planning first reported a position in Altria Group in Q2 2025 and has held it in 4 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.