Back to MO
Creative Planning MO Position History
Altria Group, Inc. • Consumer Defensive
Quarters held
10
Latest value
$61.8M
Q3 2026
Peak value
$63M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $50.4M |
| Q3 2025 | $764K |
| Q4 2025 | $43.7M |
| Q4 2025 | $693K |
| Q1 2026 | $743K |
| Q1 2026 | $54.1M |
| Q2 2026 | $840K |
| Q2 2026 | $63M |
| Q3 2026 | $794K |
| Q3 2026 | $61.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $61.8M | 917.3K | — | — |
| Q3 2026 | $794K | 11.8K | — | — |
| Q2 2026 | $63M | 875.4K | — | — |
| Q2 2026 | $840K | 11.7K | — | — |
| Q1 2026 | $54.1M | 820.4K | — | — |
| Q1 2026 | $743K | 11.3K | — | — |
| Q4 2025 | $693K | 12.0K | — | — |
| Q4 2025 | $43.7M | 757.7K | — | — |
| Q3 2025 | $764K | 11.6K | — | — |
| Q3 2025 | $50.4M | 763.1K | — | — |
Other funds holding MO
$9.4B
$8.9B
$8.3B
$5.1B
$5.1B
$4.8B
$4.8B