SPI
MO icon

Strategic Planning Inc’s Altria Group MO Stock Holding History

Strategic Planning Inc’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 		$5.36M Buy
81,214
+1,139
+1% +$73.3K 2.69% 11
2025
Q4 		$4.62M Buy
80,075
+156
+0.2% +$9.42K 2.49% 11
2025
Q3 		$5.28M Sell
79,919
-76
-0.1% -$4.82K 3.05% 9
2025
Q2 		$4.69M Sell
79,995
-284
-0.4% -$16.7K 2.81% 11
2025
Q1 		$4.82M Buy
+80,279
New +$4.38M 2.72% 11

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Strategic Planning Inc's MO Position: Q1 2026 in Review

Strategic Planning Inc increased its Altria Group (MO) stake by 1.4% in Q1 2026, buying an estimated $73.3K and bringing the position to 81,214 shares worth $5.36M. The position accounts for 2.69% of the portfolio, ranked #11.

Strategic Planning Inc first reported a position in MO in Q1 2025 and has held it in 5 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Strategic Planning Inc held 81,214 shares of Altria Group worth $5.36M as of Q1 2026.
  • Strategic Planning Inc bought 1,139 Altria Group shares in Q1 2026, an estimated $73.3K.
  • Altria Group made up 2.69% of Strategic Planning Inc's portfolio in Q1 2026, its #11 holding.
  • Strategic Planning Inc first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.