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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
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 $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

Vertex Planning Partners's MO Position: Q1 2026 in Review

Vertex Planning Partners increased its Altria Group (MO) stake by 0.03% in Q1 2026, buying an estimated $64 and bringing the position to 3,651 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #120.

Vertex Planning Partners first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $269K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Vertex Planning Partners held 3,651 shares of Altria Group worth $241K as of Q1 2026.
  • Vertex Planning Partners bought 1 Altria Group share in Q1 2026, an estimated $64.
  • Altria Group made up 0.05% of Vertex Planning Partners's portfolio in Q1 2026, its #120 holding.
  • Vertex Planning Partners first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • Vertex Planning Partners's Altria Group position peaked at $269K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.