Creative Planning
MO icon

Creative Planning’s Altria Group MO Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-100
Closed -$2K – 2382
2021
Q1 		$2K Sell
100
-1,000
-91% -$44.8K ﹤0.01% 2559
2020
Q4 		$5K Buy
1,100
+1,000
+1,000% +$40.2K ﹤0.01% 2262
2020
Q3 		$1K Buy
+100
New +$4.16K ﹤0.01% 2118
2016
Q4 		– Sell
-800
Closed -$1K – 4751
2016
Q3 		$1K Buy
+800
New +$53.2K ﹤0.01% 4414

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning's MO Position: Q2 2026 in Review

Creative Planning increased its Altria Group (MO) stake by 6.7% in Q2 2026, buying an estimated $3.87M and bringing the position to 887,099 shares worth $63.8M. The position accounts for 0.04% of the portfolio, ranked #202.

Creative Planning first reported a position in MO in Q2 2013 and has held it in 53 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Creative Planning held 887,099 shares of Altria Group worth $63.8M as of Q2 2026.
  • Creative Planning bought 55,468 Altria Group shares in Q2 2026, an estimated $3.87M.
  • Altria Group made up 0.04% of Creative Planning's portfolio in Q2 2026, its #202 holding.
  • Creative Planning first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.