SEC 13F Intelligence

Strategic Planning, Inc. / MO

Strategic Planning, Inc.’s Altria Group Inc Position

Does Strategic Planning, Inc. own Altria Group Inc (MO)? Yes — 81.2K shares worth $5M (+2.69% of its 13F portfolio) as of Q1 2026, up from 80.1K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
81.2K
% of Portfolio
+2.69%
Quarters Held
4
currently held

Position History MO

Reported value by quarter
Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202681.2K$5M+2.69%
Q4 202580.1K$5M+2.49%
Q3 202579.9K$5M+3.05%
Q2 202580.3K$5M+2.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Planning, Inc.’s full portfolio or all institutional holders of MO.