RGF
MO icon

Retirement Guys Formula’s Altria Group MO Stock Holding History

Retirement Guys Formula’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 		$1.65M Buy
23,015
+1,659
+8% +$116K 0.62% 59
2026
Q1 		$1.41M Buy
+21,356
New +$1.37M 0.65% 64
2025
Q4 		– Sell
-13,780
Closed -$904K – 173
2025
Q3 		$904K Sell
13,780
-8,438
-38% -$535K 0.32% 99
2025
Q2 		$1.3M Buy
22,218
+313
+1% +$18.4K 0.49% 71
2025
Q1 		$1.31M Buy
21,905
+2,915
+15% +$159K 0.65% 62
2024
Q4 		$993K Buy
18,990
+3,061
+19% +$163K 0.5% 61
2024
Q3 		$813K Buy
15,929
+884
+6% +$44.7K 0.38% 73
2024
Q2 		$685K Sell
15,045
-2,663
-15% -$118K 0.33% 78
2024
Q1 		$772K Buy
17,708
+4,706
+36% +$195K 0.38% 71
2023
Q4 		$525K Sell
13,002
-101
-0.8% -$4.18K 0.28% 77
2023
Q3 		$551K Buy
13,103
+966
+8% +$42.7K 0.38% 70
2023
Q2 		$550K Buy
12,137
+819
+7% +$37.1K 0.32% 77
2023
Q1 		$505K Buy
11,318
+264
+2% +$12.1K 0.36% 79
2022
Q4 		$505K Buy
11,054
+1,905
+21% +$86.3K 0.41% 73
2022
Q3 		$370K Buy
9,149
+2,040
+29% +$89K 0.39% 77
2022
Q2 		$297K Buy
7,109
+2,165
+44% +$112K 0.3% 101
2022
Q1 		$258K Buy
+4,944
New +$252K 0.17% 102

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

Retirement Guys Formula's MO Position: Q2 2026 in Review

Retirement Guys Formula increased its Altria Group (MO) stake by 7.8% in Q2 2026, buying an estimated $116K and bringing the position to 23,015 shares worth $1.65M. The position accounts for 0.62% of the portfolio, ranked #59.

Retirement Guys Formula first reported a position in MO in Q1 2022 and has held it in 17 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Retirement Guys Formula held 23,015 shares of Altria Group worth $1.65M as of Q2 2026.
  • Retirement Guys Formula bought 1,659 Altria Group shares in Q2 2026, an estimated $116K.
  • Altria Group made up 0.62% of Retirement Guys Formula's portfolio in Q2 2026, its #59 holding.
  • Retirement Guys Formula first reported a position in Altria Group in Q1 2022 and has held it in 17 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.