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

Walled Lake 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 		$8.27M Buy
114,956
+1,099
+1% +$76.7K 2.09% 14
2026
Q1 		$7.51M Buy
113,857
+2,027
+2% +$130K 2.21% 13
2025
Q4 		$6.45M Buy
111,830
+554
+0.5% +$33.5K 2.04% 13
2025
Q3 		$7.35M Sell
111,276
-6,480
-6% -$411K 2.41% 10
2025
Q2 		$6.9M Buy
117,756
+407
+0.3% +$23.9K 2.25% 10
2025
Q1 		$7.04M Buy
117,349
+323
+0.3% +$17.6K 2.5% 12
2024
Q4 		$6.12M Buy
117,026
+4,146
+4% +$221K 2.28% 14
2024
Q3 		$5.76M Buy
112,880
+1,613
+1% +$81.5K 2.16% 17
2024
Q2 		$5.07M Sell
111,267
-1,630
-1% -$72.3K 2.07% 18
2024
Q1 		$4.92M Buy
112,897
+41,609
+58% +$1.73M 2.02% 20
2023
Q4 		$2.88M Sell
71,288
-42,742
-37% -$1.77M 1.34% 22
2023
Q3 		$4.79M Buy
114,030
+3,851
+3% +$170K 2.4% 19
2023
Q2 		$4.99M Buy
110,179
+2,682
+2% +$121K 2.43% 18
2023
Q1 		$4.8M Buy
107,497
+11,130
+12% +$512K 2.51% 18
2022
Q4 		$4.4M Sell
96,367
-2,376
-2% -$108K 3% 18
2022
Q3 		$3.99M Buy
98,743
+3,920
+4% +$171K 2.79% 16
2022
Q2 		$3.96M Buy
94,823
+11,432
+14% +$592K 2.73% 17
2022
Q1 		$4.36M Buy
83,391
+2,603
+3% +$133K 2.59% 16
2021
Q4 		$3.83M Sell
80,788
-11,467
-12% -$525K 2.22% 22
2021
Q3 		$4.2M Buy
92,255
+4,598
+5% +$222K 2.59% 17
2021
Q2 		$4.18M Buy
87,657
+1,494
+2% +$73.4K 2.72% 16
2021
Q1 		$4.41M Buy
86,163
+1,617
+2% +$72.5K 3.06% 11
2020
Q4 		$3.47M Buy
84,546
+447
+0.5% +$17.9K 2.63% 16
2020
Q3 		$3.25M Buy
84,099
+2,954
+4% +$123K 2.64% 16
2020
Q2 		$3.19M Buy
81,145
+278
+0.3% +$10.8K 2.67% 17
2020
Q1 		$3.13M Buy
80,867
+5,014
+7% +$223K 2.86% 16
2019
Q4 		$3.79M Buy
+75,853
New +$3.58M 2.73% 20

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

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

Walled Lake Planning & Wealth Management increased its Altria Group (MO) stake by 0.97% in Q2 2026, buying an estimated $76.7K and bringing the position to 114,956 shares worth $8.27M. The position accounts for 2.09% of the portfolio, ranked #14.

Walled Lake Planning & Wealth Management first reported a position in MO in Q4 2019 and has held it in 27 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 114,956 shares of Altria Group worth $8.27M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 1,099 Altria Group shares in Q2 2026, an estimated $76.7K.
  • Altria Group made up 2.09% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.