HP
MO icon

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
Q2 		$364K Buy
5,053
+820
+19% +$57.2K 0.06% 246
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 $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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Holistic Planning's MO Position: Q2 2026 in Review

Holistic Planning increased its Altria Group (MO) stake by 19% in Q2 2026, buying an estimated $57.2K and bringing the position to 5,053 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #246.

Holistic Planning first reported a position in MO in Q2 2025 and has held it in 5 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Holistic Planning held 5,053 shares of Altria Group worth $364K as of Q2 2026.
  • Holistic Planning bought 820 Altria Group shares in Q2 2026, an estimated $57.2K.
  • Altria Group made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #246 holding.
  • Holistic Planning first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.