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Retirement Planning Group (Kansas)’s Altria Group MO Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.77M Buy
24,648
+1,611
+7% +$112K 0.05% 169
2026
Q1 		$1.52M Buy
23,037
+2,805
+14% +$180K 0.05% 165
2025
Q4 		$1.17M Buy
20,232
+1,787
+10% +$108K 0.04% 173
2025
Q3 		$1.22M Buy
18,445
+249
+1% +$15.8K 0.04% 162
2025
Q2 		$1.07M Buy
18,196
+1,231
+7% +$72.3K 0.05% 140
2025
Q1 		$1.02M Buy
16,965
+272
+2% +$14.9K 0.05% 131
2024
Q4 		$873K Buy
16,693
+587
+4% +$31.3K 0.04% 135
2024
Q3 		$822K Buy
16,106
+192
+1% +$9.7K 0.04% 136
2024
Q2 		$725K Buy
+15,914
New +$706K 0.05% 130
2018
Q4 		– Sell
-5,137
Closed -$310K – 69
2018
Q3 		$310K Buy
+5,137
New +$305K 0.08% 41

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 Planning Group (Kansas)'s MO Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Altria Group (MO) stake by 7% in Q2 2026, buying an estimated $112K and bringing the position to 24,648 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #169.

Retirement Planning Group (Kansas) first reported a position in MO in Q3 2018 and has held it in 10 quarters since. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Retirement Planning Group (Kansas) held 24,648 shares of Altria Group worth $1.77M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 1,611 Altria Group shares in Q2 2026, an estimated $112K.
  • Altria Group made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #169 holding.
  • Retirement Planning Group (Kansas) first reported a position in Altria Group in Q3 2018 and has held it in 10 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.