Creative Planning

Position in MO — Altria Group, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to MO Full portfolio

Position in MO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$54,879,329

+$10,497,160 QoQ

Shares Held

831,631

+8.0% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.6605084941416396.ToString("F0")% Shared 0.ToString("F0")% None 99.33949150585836.ToString("F0")%

Common Shares in MO Over Time

Shares Held

Position Value (USD)

Derivatives in MO

reported options exposure · as of Mar 31, 2021

CallValue

$5,116

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Tobacco

Consumer Defensive · as of Mar 31, 2026

Creative Planning holds $168,534,134 across 5 Tobacco names. MO ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	570,697	$94,359,041
2	MO	Altria Group, Inc. This page	831,631	$54,879,329
3	BTI	British American Tobacco p.l.c.	276,052	$16,140,759
4	UVV	Universal Corp /Va/	57,095	$3,008,906
5	RLX	RLX Technology Inc.	66,409	$146,099

All Filings in MO

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$54,879,329	831,631	+8.0%	Shares	Defined	2026-05-12
2025-12-31	$44,382,169	769,722	-0.6%	Shares	Sole	2026-02-17
2025-09-30	$51,175,096	774,676	+19.6%	Shares	Sole	2025-11-14
2025-06-30	$37,988,370	647,934	+4.3%	Shares	Sole	2025-08-08
2025-03-31	$37,283,403	621,183	+9.7%	Shares	Defined	2025-05-15
2024-12-31	$29,597,184	566,020	+6.5%	Shares	Defined	2025-02-14
2024-09-30	$27,127,963	531,504	+4.7%	Shares	Defined	2024-10-11
2024-06-30	$23,115,011	507,465	+0.9%	Shares	Defined	2024-08-15
2024-03-31	$21,936,322	502,896	+10.5%	Shares	Sole	2024-05-13
2023-12-31	$18,357,644	455,073	-0.3%	Shares	Defined	2024-02-14
2023-09-30	$19,186,573	456,280	-1.4%	Shares	Defined	2023-11-16
2023-06-30	$20,961,170	462,719	+2.1%	Shares	Sole	2023-07-21
2023-03-31	$20,213,171	453,007	+0.8%	Shares	Sole	2023-05-15
2022-12-31	$20,544,770	449,459	-2.1%	Shares	Sole	2023-02-10
2022-09-30	$18,545,362	459,271	+0.4%	Shares	Sole	2022-11-03
2022-06-30	$19,104,679	457,378	+6.3%	Shares	Sole	2022-08-15
2022-03-31	$22,478,681	430,214	+10.7%	Shares	Sole	2022-05-16
2021-12-31	$18,418,407	388,656	-1.1%	Shares	Sole	2022-02-11
2021-09-30	$17,880,574	392,807	+3.5%	Shares	Sole	2021-11-10
2021-06-30	$18,095,512	379,520	+379420.0%	Shares	Sole	2021-08-04
2021-03-31	$5,116	100	-100.0%	Call	Sole	2021-04-30
2021-03-31	$23,275,958	454,964	-0.7%	Shares	Sole	2021-04-30
2020-12-31	$18,786,979	458,219	+41556.3%	Shares	Sole	2021-01-29
2020-12-31	$45,100	1,100	-99.8%	Call	Sole	2021-01-29
2020-09-30	$17,481,702	452,425	+452325.0%	Shares	Sole	2020-11-05
2020-09-30	$3,864	100	-100.0%	Call	Sole	2020-11-05
2020-06-30	$17,547,222	447,063	+3.1%	Shares	Sole	2020-07-23
2020-03-31	$16,768,781	433,638	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.