PlanVest Financial’s Altria Group MO Stock Holding History

PlanVest 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	$461K	Sell	6,407 -13	-0.2%	-$907	0.31%	61
2026 Q1	$424K	Buy	+6,420	New	+$413K	0.32%	60

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

PlanVest Financial's MO Position: Q2 2026 in Review

PlanVest Financial reduced its Altria Group (MO) stake by 0.2% in Q2 2026, selling an estimated $907 and leaving 6,407 shares worth $461K. The position accounts for 0.31% of the portfolio, ranked #61.

PlanVest Financial first reported a position in MO in Q1 2026 and has held it in 2 quarters since. 2,462 funds tracked by Wall St. Rank hold MO as of Q2 2026.

PlanVest Financial held 6,407 shares of Altria Group worth $461K as of Q2 2026.
PlanVest Financial sold 13 Altria Group shares in Q2 2026, an estimated $907.
Altria Group made up 0.31% of PlanVest Financial's portfolio in Q2 2026, its #61 holding.
PlanVest Financial first reported a position in Altria Group in Q1 2026 and has held it in 2 quarters since.
2,462 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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