RETIREMENT PLANNING GROUP, LLC / NY
PensionPosition in MO — Altria Group, Inc.
CIK 2057004
MALTA, NY
Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$277,583
+$23,522 QoQ
Shares Held
3,858
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,936
of 2,535 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026RETIREMENT PLANNING GROUP, LLC / NY holds $577,893 across 2 Tobacco names. MO ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
1,660 | $300,310 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,858 | $277,583 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,583 | 3,858 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $254,061 | 3,850 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $208,094 | 3,609 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $236,230 | 3,576 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $215,289 | 3,672 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $219,973 | 3,665 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||