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Vertex Planning Partners’s Altria Group MO Stock Holding History

Vertex Planning Partners’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 		$282K Buy
3,919
+268
+7% +$18.7K 0.04% 131
2026
Q1 		$241K Buy
3,651
+1
+0% +$64 0.05% 120
2025
Q4 		$210K Sell
3,650
-416
-10% -$25.1K 0.05% 124
2025
Q3 		$269K Buy
4,066
+238
+6% +$15.1K 0.05% 174
2025
Q2 		$224K Buy
3,828
+3
+0.1% +$176 0.05% 172
2025
Q1 		$230K Sell
3,825
-10
-0.3% -$546 0.05% 171
2024
Q4 		$201K Buy
+3,835
New +$204K 0.04% 181

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vertex Planning Partners's MO Position: Q2 2026 in Review

Vertex Planning Partners increased its Altria Group (MO) stake by 7.3% in Q2 2026, buying an estimated $18.7K and bringing the position to 3,919 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #131.

Vertex Planning Partners first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Vertex Planning Partners held 3,919 shares of Altria Group worth $282K as of Q2 2026.
  • Vertex Planning Partners bought 268 Altria Group shares in Q2 2026, an estimated $18.7K.
  • Altria Group made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #131 holding.
  • Vertex Planning Partners first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.