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Partners in Financial Planning’s Altria Group MO Stock Holding History

Partners in Financial 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 		$245K Hold
3,400
– – 0.04% 117
2026
Q1 		$224K Buy
+3,400
New +$219K 0.04% 115
2025
Q4 		– Sell
-3,400
Closed -$225K – 118
2025
Q3 		$225K Buy
+3,400
New +$215K 0.04% 108

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 $1.88T 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

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

Partners in Financial Planning held its Altria Group (MO) position steady in Q2 2026 at 3,400 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #117.

Partners in Financial Planning first reported a position in MO in Q3 2025 and has held it in 3 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Partners in Financial Planning held 3,400 shares of Altria Group worth $245K as of Q2 2026.
  • Partners in Financial Planning left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.04% of Partners in Financial Planning's portfolio in Q2 2026, its #117 holding.
  • Partners in Financial Planning first reported a position in Altria Group in Q3 2025 and has held it in 3 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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