PMFA
MO icon

Plante Moran Financial Advisors’s Altria Group MO Stock Holding History

Plante Moran Financial Advisors’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 		$26.9K Sell
374
-31
-8% -$2.16K ﹤0.01% 432
2026
Q1 		$26.7K Sell
405
-30
-7% -$1.93K ﹤0.01% 397
2025
Q4 		$25.1K Buy
435
+30
+7% +$1.81K ﹤0.01% 411
2025
Q3 		$26.8K Sell
405
-500
-55% -$31.7K ﹤0.01% 430
2025
Q2 		$53.1K Sell
905
-782
-46% -$45.9K ﹤0.01% 322
2025
Q1 		$101K Sell
1,687
-100
-6% -$5.46K 0.01% 240
2024
Q4 		$93.5K Sell
1,787
-80
-4% -$4.26K 0.01% 267
2024
Q3 		$95.3K Sell
1,867
-420
-18% -$21.2K 0.01% 293
2024
Q2 		$104K Hold
2,287
– – 0.01% 239
2024
Q1 		$99.8K Sell
2,287
-4,377
-66% -$181K 0.01% 251
2023
Q4 		$269K Sell
6,664
-341
-5% -$14.1K 0.03% 132
2023
Q3 		$295K Hold
7,005
– – 0.04% 112
2023
Q2 		$317K Hold
7,005
– – 0.04% 109
2023
Q1 		$313K Buy
7,005
+13
+0.2% +$598 0.04% 109
2022
Q4 		$320K Sell
6,992
-554
-7% -$25.1K 0.05% 111
2022
Q3 		$305K Sell
7,546
-50
-0.7% -$2.18K 0.05% 111
2022
Q2 		$317K Buy
7,596
+3,261
+75% +$169K 0.05% 112
2022
Q1 		$227K Sell
4,335
-866
-17% -$44.1K 0.04% 149
2021
Q4 		$246K Sell
5,201
-3,576
-41% -$164K 0.04% 160
2021
Q3 		$400K Buy
8,777
+1,609
+22% +$77.7K 0.09% 111
2021
Q2 		$342K Buy
7,168
+3,041
+74% +$149K 0.08% 118
2021
Q1 		$211K Sell
4,127
-842
-17% -$37.7K 0.06% 164
2020
Q4 		$204K Buy
4,969
+1,139
+30% +$45.7K 0.06% 164
2020
Q3 		$148K Buy
3,830
+208
+6% +$8.66K 0.05% 191
2020
Q2 		$142K Sell
3,622
-267
-7% -$10.4K 0.06% 168
2020
Q1 		$150K Sell
3,889
-47
-1% -$2.09K 0.07% 148
2019
Q4 		$196K Buy
3,936
+515
+15% +$24.3K 0.07% 154
2019
Q3 		$140K Buy
3,421
+62
+2% +$2.85K 0.04% 202
2019
Q2 		$159K Buy
3,359
+7
+0.2% +$367 0.05% 181
2019
Q1 		$193K Buy
3,352
+686
+26% +$35.1K 0.06% 155
2018
Q4 		$132K Sell
2,666
-1,065
-29% -$61.7K 0.05% 173
2018
Q3 		$225K Sell
3,731
-117
-3% -$6.95K 0.07% 136
2018
Q2 		$219K Sell
3,848
-1,522
-28% -$87.8K 0.11% 151
2018
Q1 		$335K Buy
5,370
+4
+0.1% +$265 0.18% 100
2017
Q4 		$383K Sell
5,366
-63
-1% -$4.22K 0.21% 82
2017
Q3 		$344K Buy
5,429
+55
+1% +$3.67K 0.2% 85
2017
Q2 		$400K Sell
5,374
-276
-5% -$20.2K 0.25% 77
2017
Q1 		$403K Sell
5,650
-189
-3% -$13.7K 0.24% 84
2016
Q4 		$395K Buy
5,839
+537
+10% +$34.6K 0.25% 79
2016
Q3 		$335K Buy
5,302
+230
+5% +$15.3K 0.23% 83
2016
Q2 		$350K Sell
5,072
-861
-15% -$55.1K 0.25% 79
2016
Q1 		$372K Sell
5,933
-265
-4% -$16K 0.29% 75
2015
Q4 		$361K Sell
6,198
-603
-9% -$34.9K 0.27% 74
2015
Q3 		$370K Sell
6,801
-2,056
-23% -$110K 0.29% 70
2015
Q2 		$433K Buy
8,857
+2,004
+29% +$102K 0.31% 64
2015
Q1 		$343K Sell
6,853
-152
-2% -$8.07K 0.24% 80
2014
Q4 		$345K Buy
7,005
+118
+2% +$5.75K 0.25% 73
2014
Q3 		$316K Buy
6,887
+821
+14% +$35.2K 0.28% 68
2014
Q2 		$254K Buy
6,066
+1,663
+38% +$66.9K 0.23% 74
2014
Q1 		$165K Sell
4,403
-4,454
-50% -$162K 0.18% 79
2013
Q4 		$340K Buy
8,857
+3,120
+54% +$115K 0.19% 65
2013
Q3 		$197K Buy
5,737
+1,658
+41% +$58.4K 0.12% 73
2013
Q2 		$143K Buy
+4,079
New +$147K 0.11% 83

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Plante Moran Financial Advisors's MO Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Altria Group (MO) stake by 7.7% in Q2 2026, selling an estimated $2.16K and leaving 374 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Plante Moran Financial Advisors first reported a position in MO in Q2 2013 and has held it in 53 quarters since. The position peaked at $433K in Q2 2015. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Plante Moran Financial Advisors held 374 shares of Altria Group worth $26.9K as of Q2 2026.
  • Plante Moran Financial Advisors sold 31 Altria Group shares in Q2 2026, an estimated $2.16K.
  • Altria Group made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #432 holding.
  • Plante Moran Financial Advisors first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's Altria Group position peaked at $433K in Q2 2015.
  • 1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.