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

Retirement Planning Group (New York)’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 		$258K Buy
3,850
+241
+7% +$15.5K 0.17% 80
2025
Q4 		$212K Buy
3,609
+33
+0.9% +$1.99K 0.14% 82
2025
Q3 		$240K Sell
3,576
-96
-3% -$6.08K 0.18% 78
2025
Q2 		$219K Buy
3,672
+7
+0.2% +$411 0.19% 73
2025
Q1 		$220K Buy
+3,665
New +$200K 0.22% 68

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Retirement Planning Group (New York)'s MO Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Altria Group (MO) stake by 6.7% in Q1 2026, buying an estimated $15.5K and bringing the position to 3,850 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #80.

Retirement Planning Group (New York) first reported a position in MO in Q1 2025 and has held it in 5 quarters since. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Retirement Planning Group (New York) held 3,850 shares of Altria Group worth $258K as of Q1 2026.
  • Retirement Planning Group (New York) bought 241 Altria Group shares in Q1 2026, an estimated $15.5K.
  • Altria Group made up 0.17% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #80 holding.
  • Retirement Planning Group (New York) first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.