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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's MO Position: Q1 2026 in Review

Creative Planning increased its Altria Group (MO) stake by 8% in Q1 2026, buying an estimated $3.98M and bringing the position to 831,631 shares worth $54.9M. The position accounts for 0.04% of the portfolio, ranked #205.

Creative Planning first reported a position in MO in Q2 2013 and has held it in 52 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Creative Planning held 831,631 shares of Altria Group worth $54.9M as of Q1 2026.
  • Creative Planning bought 61,909 Altria Group shares in Q1 2026, an estimated $3.98M.
  • Altria Group made up 0.04% of Creative Planning's portfolio in Q1 2026, its #205 holding.
  • Creative Planning first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.