XY Planning Network
MO icon

XY Planning Network’s Altria Group MO Stock Holding History

XY Planning Network’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
Q3 		$790K Buy
11,738
+128
+1% +$8.89K 0.09% 185
2026
Q2 		$835K Buy
11,610
+747
+7% +$52.1K 0.1% 160
2026
Q1 		$711K Buy
10,863
+659
+6% +$42.4K 0.11% 159
2025
Q4 		$588K Buy
+10,204
New +$616K 0.1% 159

Other funds holding MO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

XY Planning Network's MO Position: Q3 2026 in Review

XY Planning Network increased its Altria Group (MO) stake by 1.1% in Q3 2026, buying an estimated $8.89K and bringing the position to 11,738 shares worth $790K. The position accounts for 0.09% of the portfolio, ranked #185.

XY Planning Network first reported a position in MO in Q4 2025 and has held it in 4 quarters since. The position peaked at $835K in Q2 2026. 784 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • XY Planning Network held 11,738 shares of Altria Group worth $790K as of Q3 2026.
  • XY Planning Network bought 128 Altria Group shares in Q3 2026, an estimated $8.89K.
  • Altria Group made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #185 holding.
  • XY Planning Network first reported a position in Altria Group in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's Altria Group position peaked at $835K in Q2 2026.
  • 784 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.