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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return