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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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.