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
2016 Q4	–	Sell	-4,700	Closed	-$6K	–	4752
2016 Q3	$6K	Buy	+4,700	New	+$312K	﹤0.01%	3816

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.