Spartan Planning & Wealth Management’s Altria Group MO Stock Holding History

Spartan Planning & Wealth Management’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	$239K	Buy	3,320 +5	+0.2%	+$349	0.16%	70
2026 Q1	$219K	Buy	+3,315	New	+$213K	0.16%	67
2023 Q4	$202	Hold	5	–	–	﹤0.01%	182
2023 Q3	$210	Buy	+5	New	+$221	﹤0.01%	143
2022 Q4	$13.1K	Buy	287 +282	+5,640%	+$12.8K	0.02%	118
2022 Q3	$0	Hold	5	–	–	﹤0.01%	105
2022 Q2	$0	Sell	5 -998	-100%	-$51.7K	﹤0.01%	132
2022 Q1	$52K	Buy	+1,003	New	+$51.1K	0.07%	85

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

Spartan Planning & Wealth Management's MO Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its Altria Group (MO) stake by 0.15% in Q2 2026, buying an estimated $349 and bringing the position to 3,320 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #70.

Spartan Planning & Wealth Management first reported a position in MO in Q1 2022 and has held it in 8 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Spartan Planning & Wealth Management held 3,320 shares of Altria Group worth $239K as of Q2 2026.
Spartan Planning & Wealth Management bought 5 Altria Group shares in Q2 2026, an estimated $349.
Altria Group made up 0.16% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #70 holding.
Spartan Planning & Wealth Management first reported a position in Altria Group in Q1 2022 and has held it in 8 quarters since.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.