XPN
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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

XY Planning Network's MO Position: Q2 2026 in Review

XY Planning Network increased its Altria Group (MO) stake by 6.9% in Q2 2026, buying an estimated $52.1K and bringing the position to 11,610 shares worth $835K. The position accounts for 0.1% of the portfolio, ranked #160.

XY Planning Network first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • XY Planning Network held 11,610 shares of Altria Group worth $835K as of Q2 2026.
  • XY Planning Network bought 747 Altria Group shares in Q2 2026, an estimated $52.1K.
  • Altria Group made up 0.1% of XY Planning Network's portfolio in Q2 2026, its #160 holding.
  • XY Planning Network first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.