Planning Strategies Inc.’s Altria Group MO Stock Holding History

Planning Strategies Inc.’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	$70.8K	Buy	+984	New	+$68.7K	0.04%	130

Other funds holding MO

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

ETC

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Planning Strategies Inc.'s MO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Altria Group (MO) in Q2 2026: 984 shares worth $70.8K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings.

999 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Planning Strategies Inc. held 984 shares of Altria Group worth $70.8K as of Q2 2026.
Altria Group was a new Planning Strategies Inc. position in Q2 2026.
Altria Group made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #130 holding.
999 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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