Plan Group Financial’s Altria Group MO Stock Holding History

Plan Group Financial’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	$4.04M	Buy	56,096 +5,573	+11%	+$389K	0.83%	35
2026 Q1	$3.33M	Buy	50,523 +5,850	+13%	+$376K	0.78%	40
2025 Q4	$2.58M	Buy	44,673 +4,669	+12%	+$282K	0.67%	42
2025 Q3	$2.64M	Buy	40,004 +4,474	+13%	+$283K	0.71%	46
2025 Q2	$2.08M	Buy	35,530 +3,592	+11%	+$211K	0.69%	42
2025 Q1	$1.92M	Buy	31,938 +8,502	+36%	+$464K	0.68%	33
2024 Q4	$1.23M	Buy	23,436 +2,213	+10%	+$118K	0.65%	32
2024 Q3	$1.08M	Buy	21,223 +1,680	+9%	+$84.9K	0.57%	37
2024 Q2	$890K	Buy	19,543 +8,081	+71%	+$359K	0.54%	40
2024 Q1	$500K	Buy	11,462 +3,728	+48%	+$155K	0.33%	51
2023 Q4	$312K	Buy	7,734 +586	+8%	+$24.2K	0.27%	50
2023 Q3	$301K	Sell	7,148 -541	-7%	-$23.9K	0.22%	54
2023 Q2	$340K	Buy	+7,689	New	+$348K	0.28%	45
2022 Q2	$216K	Buy	+5,179	New	+$268K	0.37%	48

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Plan Group Financial's MO Position: Q2 2026 in Review

Plan Group Financial increased its Altria Group (MO) stake by 11% in Q2 2026, buying an estimated $389K and bringing the position to 56,096 shares worth $4.04M. The position accounts for 0.83% of the portfolio, ranked #35.

Plan Group Financial first reported a position in MO in Q2 2022 and has held it in 14 quarters since. 2,560 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Plan Group Financial held 56,096 shares of Altria Group worth $4.04M as of Q2 2026.
Plan Group Financial bought 5,573 Altria Group shares in Q2 2026, an estimated $389K.
Altria Group made up 0.83% of Plan Group Financial's portfolio in Q2 2026, its #35 holding.
Plan Group Financial first reported a position in Altria Group in Q2 2022 and has held it in 14 quarters since.
2,560 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.