NRI
MO icon

NFP Retirement Inc’s Altria Group MO Stock Holding History

NFP Retirement Inc’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
Q1 		$353K Buy
5,343
+277
+5% +$17.8K 0.02% 236
2025
Q4 		$292K Buy
5,066
+109
+2% +$6.58K 0.02% 259
2025
Q3 		$327K Buy
4,957
+67
+1% +$4.25K 0.02% 245
2025
Q2 		$287K Buy
4,890
+94
+2% +$5.52K 0.02% 250
2025
Q1 		$288K Buy
+4,796
New +$262K 0.02% 231

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

NFP Retirement Inc's MO Position: Q1 2026 in Review

NFP Retirement Inc increased its Altria Group (MO) stake by 5.5% in Q1 2026, buying an estimated $17.8K and bringing the position to 5,343 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #236.

NFP Retirement Inc first reported a position in MO in Q1 2025 and has held it in 5 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • NFP Retirement Inc held 5,343 shares of Altria Group worth $353K as of Q1 2026.
  • NFP Retirement Inc bought 277 Altria Group shares in Q1 2026, an estimated $17.8K.
  • Altria Group made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #236 holding.
  • NFP Retirement Inc first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.