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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Partners in Financial Planning's MO Position: Q1 2026 in Review

Partners in Financial Planning opened a new position in Altria Group (MO) in Q1 2026: 3,400 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #115 among its holdings. This is a return to the name: Partners in Financial Planning previously reported a position in MO as recently as Q3 2025.

Partners in Financial Planning first reported a position in MO in Q3 2025 and has held it in 2 quarters since. The position peaked at $225K in Q3 2025. 2,491 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Partners in Financial Planning held 3,400 shares of Altria Group worth $224K as of Q1 2026.
  • Altria Group was a new Partners in Financial Planning position in Q1 2026.
  • Altria Group made up 0.04% of Partners in Financial Planning's portfolio in Q1 2026, its #115 holding.
  • Partners in Financial Planning first reported a position in Altria Group in Q3 2025 and has held it in 2 quarters since.
  • Partners in Financial Planning's Altria Group position peaked at $225K in Q3 2025.
  • 2,491 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.