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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
Q2 		$282K Buy
3,858
+8
+0.2% +$558 0.15% 87
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 $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 (New York)'s MO Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Altria Group (MO) stake by 0.21% in Q2 2026, buying an estimated $558 and bringing the position to 3,858 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #87.

Retirement Planning Group (New York) first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 2,566 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Retirement Planning Group (New York) held 3,858 shares of Altria Group worth $282K as of Q2 2026.
  • Retirement Planning Group (New York) bought 8 Altria Group shares in Q2 2026, an estimated $558.
  • Altria Group made up 0.15% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #87 holding.
  • Retirement Planning Group (New York) first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • 2,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.