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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
887,099
Value
$63.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026887,099$63.8M<0.1%+55,468+6.7%AddedHolders
Q1 2026831,631$54.9M<0.1%+61,909+8.0%AddedHolders
Q4 2025769,722$44.4M<0.1%−4,954−0.6%ReducedHolders
Q3 2025774,676$51.2M<0.1%+126,742+19.6%AddedHolders
Q2 2025647,934$38.0M<0.1%+26,751+4.3%AddedHolders
Q1 2025621,183$37.3M<0.1%+55,163+9.7%AddedHolders
Q4 2024566,020$29.6M<0.1%+34,516+6.5%AddedHolders
Q3 2024531,504$27.1M<0.1%+24,039+4.7%AddedHolders
Q2 2024507,465$23.1M<0.1%+4,569+0.9%AddedHolders
Q1 2024502,896$21.9M<0.1%+47,823+10.5%AddedHolders
Q4 2023455,073$18.4M<0.1%−1,207−0.3%ReducedHolders
Q3 2023456,280$19.2M<0.1%−6,439−1.4%ReducedHolders
Q2 2023462,719$21.0M<0.1%+9,712+2.1%AddedHolders
Q1 2023453,007$20.2M<0.1%+3,548+0.8%AddedHolders
Q4 2022449,459$20.5M<0.1%−9,812−2.1%ReducedHolders
Q3 2022459,271$18.5M<0.1%+1,893+0.4%AddedHolders
Q2 2022457,378$19.1M<0.1%+27,164+6.3%AddedHolders
Q1 2022430,214$22.5M<0.1%+41,558+10.7%AddedHolders
Q4 2021388,656$18.4M<0.1%−4,151−1.1%ReducedHolders
Q3 2021392,807$17.9M<0.1%+13,287+3.5%AddedHolders
Q2 2021379,520$18.1M<0.1%−75,444−16.6%ReducedHolders
Q1 2021454,964$23.3M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.