EXCALIBUR MANAGEMENT CORP

Position in MO — Altria Group, Inc.

CIK 1009003 WALTHAM, MA

Position in MO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,276,464

+$106,000 QoQ

Shares Held

17,741

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#947

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

EXCALIBUR MANAGEMENT CORP holds $3,479,601 across 3 Tobacco names. MO ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	8,938	$1,616,973
2	MO	Altria Group, Inc. This page	17,741	$1,276,464
3	BTI	British American Tobacco p.l.c.	9,491	$586,164

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,276,464	17,741	+0.0%	Shares	Sole	2026-08-03
2026-03-31	$1,170,464	17,737	-1.4%	Shares	Sole	2026-05-05
2025-12-31	$1,037,130	17,987	0.0%	Shares	Sole	2026-02-10
2025-09-30	$1,188,221	17,987	-0.1%	Shares	Sole	2025-11-10
2025-06-30	$1,056,043	18,012	-2.2%	Shares	Sole	2025-08-06
2025-03-31	$1,105,088	18,412	-7.5%	Shares	Sole	2025-05-08
2024-12-31	$1,040,937	19,907	-2.0%	Shares	Sole	2025-02-12
2024-09-30	$1,036,979	20,317	-2.4%	Shares	Sole	2024-11-14
2024-06-30	$948,396	20,821	-0.2%	Shares	Sole	2024-08-09
2024-03-31	$910,044	20,863	-0.1%	Shares	Sole	2024-05-13
2023-12-31	$842,581	20,887	-4.1%	Shares	Sole	2024-02-12
2023-09-30	$916,311	21,791	-1.2%	Shares	Sole	2023-11-13
2023-06-30	$999,589	22,066	0.0%	Shares	Sole	2023-08-08
2023-03-31	$984,584	22,066	+0.2%	Shares	Sole	2023-05-08
2022-12-31	$1,006,122	22,011	-4.7%	Shares	Sole	2023-02-10
2022-09-30	$932,495	23,093	-0.5%	Shares	Sole	2022-11-04
2022-06-30	$969,815	23,218	-2.5%	Shares	Sole	2022-07-25
2022-03-31	$1,244,333	23,815	-0.6%	Shares	Sole	2022-05-03
2021-12-31	$1,135,085	23,952	+3.5%	Shares	Sole	2022-02-10
2021-09-30	$1,053,423	23,142	-1.2%	Shares	Sole	2021-10-28
2021-06-30	$1,116,284	23,412	+21.4%	Shares	Sole	2021-07-26
2021-03-31	$986,722	19,287	+4.2%	Shares	Sole	2021-05-03
2020-12-31	$759,197	18,517	+11.8%	Shares	Sole	2021-01-26
2020-09-30	$639,723	16,556	+5.9%	Shares	Sole	2020-11-02
2020-06-30	$613,516	15,631	+1.0%	Shares	Sole	2020-08-14
2020-03-31	$598,263	15,471	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.