Wrenne Financial Planning’s Altria Group MO Stock Holding History

Wrenne Financial Planning’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	$365K	Buy	+5,072	New	+$354K	0.12%	38

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wrenne Financial Planning's MO Position: Q2 2026 in Review

Wrenne Financial Planning opened a new position in Altria Group (MO) in Q2 2026: 5,072 shares worth $365K. The stake represents 0.12% of the portfolio and ranks #38 among its holdings.

1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Wrenne Financial Planning held 5,072 shares of Altria Group worth $365K as of Q2 2026.
Altria Group was a new Wrenne Financial Planning position in Q2 2026.
Altria Group made up 0.12% of Wrenne Financial Planning's portfolio in Q2 2026, its #38 holding.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.