Next Level Wealth Planning’s Altria Group MO Stock Holding History

Next Level Wealth 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 Q3	$20.2K	Buy	+300	New	+$20.8K	0.01%	262

Other funds holding MO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Next Level Wealth Planning's MO Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Altria Group (MO) in Q3 2026: 300 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings.

1,516 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Next Level Wealth Planning held 300 shares of Altria Group worth $20.2K as of Q3 2026.
Altria Group was a new Next Level Wealth Planning position in Q3 2026.
Altria Group made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #262 holding.
1,516 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.