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Peak Retirement Planning’s Altria Group MO Stock Holding History

Peak Retirement 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
2026
Q2 		$3.42M Buy
47,507
+11,311
+31% +$789K 0.54% 56
2026
Q1 		$2.39M Sell
36,196
-65
-0.2% -$4.18K 0.48% 59
2025
Q4 		$2.09M Buy
36,261
+8,386
+30% +$506K 0.49% 54
2025
Q3 		$1.84M Buy
27,875
+5,291
+23% +$335K 0.52% 55
2025
Q2 		$1.32M Buy
22,584
+4,569
+25% +$268K 0.53% 54
2025
Q1 		$1.08M Buy
18,015
+2,376
+15% +$130K 0.6% 39
2024
Q4 		$818K Buy
+15,639
New +$833K 0.55% 60

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

Peak Retirement Planning's MO Position: Q2 2026 in Review

Peak Retirement Planning increased its Altria Group (MO) stake by 31% in Q2 2026, buying an estimated $789K and bringing the position to 47,507 shares worth $3.42M. The position accounts for 0.54% of the portfolio, ranked #56.

Peak Retirement Planning first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Peak Retirement Planning held 47,507 shares of Altria Group worth $3.42M as of Q2 2026.
  • Peak Retirement Planning bought 11,311 Altria Group shares in Q2 2026, an estimated $789K.
  • Altria Group made up 0.54% of Peak Retirement Planning's portfolio in Q2 2026, its #56 holding.
  • Peak Retirement Planning first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.