Retirement Planning Company of New England’s Altria Group MO Stock Holding History

Retirement Planning Company of New England’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	$347K	Buy	4,827 +69	+1%	+$4.82K	0.13%	182
2026 Q1	$314K	Buy	4,758 +53	+1%	+$3.41K	0.13%	190
2025 Q4	$271K	Buy	4,705 +52	+1%	+$3.14K	0.11%	200
2025 Q3	$307K	Buy	4,653 +148	+3%	+$9.38K	0.12%	186
2025 Q2	$264K	Buy	4,505 +119	+3%	+$6.99K	0.12%	194
2025 Q1	$263K	Buy	4,386 +146	+3%	+$7.97K	0.13%	187
2024 Q4	$222K	Sell	4,240 -10	-0.2%	-$533	0.11%	213
2024 Q3	$217K	Buy	+4,250	New	+$215K	0.11%	207
2022 Q2	–	Sell	-4,104	Closed	-$214K	–	226
2022 Q1	$214K	Sell	4,104 -452	-10%	-$23K	0.12%	212
2021 Q4	$215K	Buy	+4,556	New	+$209K	0.1%	209

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Retirement Planning Company of New England's MO Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Altria Group (MO) stake by 1.5% in Q2 2026, buying an estimated $4.82K and bringing the position to 4,827 shares worth $347K. The position accounts for 0.13% of the portfolio, ranked #182.

Retirement Planning Company of New England first reported a position in MO in Q4 2021 and has held it in 10 quarters since. 1,924 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Retirement Planning Company of New England held 4,827 shares of Altria Group worth $347K as of Q2 2026.
Retirement Planning Company of New England bought 69 Altria Group shares in Q2 2026, an estimated $4.82K.
Altria Group made up 0.13% of Retirement Planning Company of New England's portfolio in Q2 2026, its #182 holding.
Retirement Planning Company of New England first reported a position in Altria Group in Q4 2021 and has held it in 10 quarters since.
1,924 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.