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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
Q2 		$442K Buy
6,149
+806
+15% +$56.3K 0.02% 219
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 $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

NFP Retirement Inc's MO Position: Q2 2026 in Review

NFP Retirement Inc increased its Altria Group (MO) stake by 15% in Q2 2026, buying an estimated $56.3K and bringing the position to 6,149 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #219.

NFP Retirement Inc first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • NFP Retirement Inc held 6,149 shares of Altria Group worth $442K as of Q2 2026.
  • NFP Retirement Inc bought 806 Altria Group shares in Q2 2026, an estimated $56.3K.
  • Altria Group made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #219 holding.
  • NFP Retirement Inc first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.