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WealthPlan Investment Management’s Altria Group MO Stock Holding History

WealthPlan Investment 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 		$598K Buy
8,306
+687
+9% +$48K 0.03% 288
2026
Q1 		$503K Buy
7,619
+694
+10% +$44.7K 0.03% 300
2025
Q4 		$399K Sell
6,925
-641
-8% -$38.7K 0.03% 283
2025
Q3 		$500K Buy
7,566
+190
+3% +$12K 0.03% 227
2025
Q2 		$432K Buy
7,376
+1,723
+30% +$101K 0.03% 251
2025
Q1 		$339K Sell
5,653
-138
-2% -$7.53K 0.03% 211
2024
Q4 		$303K Sell
5,791
-1,131
-16% -$60.2K 0.03% 219
2024
Q3 		$353K Buy
6,922
+261
+4% +$13.2K 0.04% 184
2024
Q2 		$303K Sell
6,661
-976
-13% -$43.3K 0.05% 148
2024
Q1 		$333K Buy
7,637
+1,037
+16% +$43K 0.05% 150
2023
Q4 		$266K Sell
6,600
-4,650
-41% -$192K 0.04% 158
2023
Q3 		$473K Buy
11,250
+3,686
+49% +$163K 0.08% 114
2023
Q2 		$343K Sell
7,564
-3,356
-31% -$152K 0.1% 108
2023
Q1 		$487K Sell
10,920
-27,482
-72% -$1.26M 0.08% 116
2022
Q4 		$1.84M Sell
38,402
-3,012
-7% -$136K 0.13% 130
2022
Q3 		$1.92M Buy
+41,414
New +$1.81M 0.14% 115
2022
Q1 		$2.8M Buy
+50,415
New +$2.57M 0.19% 105

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's MO Position: Q2 2026 in Review

WealthPlan Investment Management increased its Altria Group (MO) stake by 9% in Q2 2026, buying an estimated $48K and bringing the position to 8,306 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #288.

WealthPlan Investment Management first reported a position in MO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.8M in Q1 2022. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • WealthPlan Investment Management held 8,306 shares of Altria Group worth $598K as of Q2 2026.
  • WealthPlan Investment Management bought 687 Altria Group shares in Q2 2026, an estimated $48K.
  • Altria Group made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #288 holding.
  • WealthPlan Investment Management first reported a position in Altria Group in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Altria Group position peaked at $2.8M in Q1 2022.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.