Clear Creek Financial Management’s Altria Group MO Stock Holding History

Clear Creek Financial Management’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	$1.69M	Sell	23,456 -421	-2%	-$29.4K	0.11%	192
2026 Q1	$1.58M	Buy	23,877 +51	+0.2%	+$3.28K	0.12%	183
2025 Q4	$1.37M	Buy	23,826 +469	+2%	+$28.3K	0.11%	183
2025 Q3	$1.54M	Sell	23,357 -1,749	-7%	-$111K	0.13%	156
2025 Q2	$1.47M	Sell	25,106 -69	-0.3%	-$4.05K	0.14%	166
2025 Q1	$1.51M	Buy	25,175 +871	+4%	+$47.6K	0.16%	136
2024 Q4	$1.27M	Buy	24,304 +1,392	+6%	+$74.2K	0.14%	147
2024 Q3	$1.17M	Sell	22,912 -400	-2%	-$20.2K	0.13%	156
2024 Q2	$1.06M	Buy	23,312 +628	+3%	+$27.9K	0.13%	145
2024 Q1	$990K	Buy	22,684 +13,161	+138%	+$546K	0.13%	147
2023 Q4	$385K	Buy	9,523 +3,698	+63%	+$153K	0.06%	227
2023 Q3	$246K	Buy	5,825 +240	+4%	+$10.6K	0.04%	260
2023 Q2	$253K	Buy	5,585 +277	+5%	+$12.5K	0.04%	271
2023 Q1	$237K	Buy	5,308 +713	+16%	+$32.8K	0.05%	258
2022 Q4	$210K	Sell	4,595 -2,199	-32%	-$99.6K	0.05%	266
2022 Q3	$274K	Buy	6,794 +50	+0.7%	+$2.18K	0.06%	207
2022 Q2	$282K	Buy	6,744 +2,736	+68%	+$142K	0.06%	223
2022 Q1	$209K	Buy	+4,008	New	+$204K	0.03%	308
2021 Q1	–	Sell	-4,975	Closed	-$204K	–	180
2020 Q4	$204K	Buy	+4,975	New	+$200K	0.04%	275
2020 Q3	–	Sell	-6,352	Closed	-$254K	–	192
2020 Q2	$254K	Buy	+6,352	New	+$248K	0.07%	199
2020 Q1	–	Sell	-13,856	Closed	-$704K	–	182
2019 Q4	$704K	Buy	13,856 +1,687	+14%	+$79.6K	0.28%	47
2019 Q3	$569K	Buy	12,169 +2,215	+22%	+$102K	0.28%	52
2019 Q2	$479K	Buy	+9,954	New	+$521K	0.21%	65

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Clear Creek Financial Management's MO Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Altria Group (MO) stake by 1.8% in Q2 2026, selling an estimated $29.4K and leaving 23,456 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #192.

Clear Creek Financial Management first reported a position in MO in Q2 2019 and has held it in 23 quarters since. 979 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Clear Creek Financial Management held 23,456 shares of Altria Group worth $1.69M as of Q2 2026.
Clear Creek Financial Management sold 421 Altria Group shares in Q2 2026, an estimated $29.4K.
Altria Group made up 0.11% of Clear Creek Financial Management's portfolio in Q2 2026, its #192 holding.
Clear Creek Financial Management first reported a position in Altria Group in Q2 2019 and has held it in 23 quarters since.
979 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.