Axim Planning & Wealth
- SEC CIK
- 0001950607
- Latest filing
- Aug 13, 2026
MO holding history
Altria Group, Inc. in every 13F filed by Axim Planning & Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MO overviewAll 13F holders of MOFull Q2 2026 holdings
- Shares (Q2 2026)
- 9,274
- Value
- $667.3K
- % of portfolio
- 0.9%
- Quarters held
- 14
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,274 | $667.3K | 0.9% | −325−3.4% | Reduced | Holders |
| Q1 2026 | 9,599 | $633.4K | 0.8% | −3,730−28.0% | Reduced | Holders |
| Q4 2025 | 13,329 | $768.5K | 0.8% | +13,329 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −3,996−100.0% | Sold out | Holders |
| Q2 2025 | 3,996 | $234.3K | 0.2% | −140−3.4% | Reduced | Holders |
| Q1 2025 | 4,136 | $248.2K | 0.2% | −64−1.5% | Reduced | Holders |
| Q4 2024 | 4,200 | $219.6K | 0.2% | +4+0.1% | Added | Holders |
| Q3 2024 | 4,196 | $214.2K | 0.2% | +4,196 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −5,711−100.0% | Sold out | Holders |
| Q4 2023 | 5,711 | $230.4K | 0.2% | −1,010−15.0% | Reduced | Holders |
| Q3 2023 | 6,721 | $282.6K | 0.2% | +249+3.8% | Added | Holders |
| Q2 2023 | 6,472 | $293.2K | 0.3% | +432+7.2% | Added | Holders |
| Q1 2023 | 6,040 | $269.5K | 0.3% | +1,000+19.8% | Added | Holders |
| Q4 2022 | 5,040 | $230.4K | 0.2% | +3,940+358.2% | Added | Holders |
| Q3 2022 | 1,100 | $44.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 1,100 | $46.0K | <0.1% | – | No prior filing | Holders |