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Asset Planning,Inc MO Position History
Altria Group, Inc. • Consumer Defensive
Quarters held
4
Latest value
$3.2M
Q3 2026
Peak value
$3.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.8M |
| Q1 2026 | $3.2M |
| Q2 2026 | $3.4M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 47.4K | — | — |
| Q2 2026 | $3.4M | 47.4K | — | — |
| Q1 2026 | $3.2M | 49.1K | — | — |
| Q4 2025 | $2.8M | 49.2K | — | — |
Other funds holding MO
$9.4B
$8.9B
$8.3B
$5.1B
$5.1B
$4.8B
$4.8B