Skip to main content

FIRST FOUNDATION ADVISORS

Endowment

Position in MO — Altria Group, Inc.

CIK 1086763 Irvine, CA

Position in MO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$244,126
-$14,290 QoQ
Shares Held
3,393
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,035
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MO Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $17,207,074 across 3 Tobacco names. MO ranks #3 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MO
Altria Group, Inc.
This page
3,393 $244,126

All Filings in MO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $244,126 3,393
2026-03-31 $258,416 3,916
2025-12-31 $242,748 4,210
2025-09-30 $1,206,255 18,260
2025-06-30 $1,233,751 21,043
2025-03-31 $1,286,828 21,440
2024-12-31 $1,240,946 23,732
2024-09-30 $1,380,325 27,044
2024-06-30 $1,253,490 27,519
2024-03-31 $1,273,660 29,199
2023-12-31 $1,234,524 30,603
2023-09-30 $1,561,694 37,139
2023-06-30 $1,747,401 38,574
2023-03-31 $1,591,996 35,679
2022-12-31 $1,829,679 40,028
2022-09-30 $3,100,941 76,794
2022-06-30 $6,271,640 150,147
2022-03-31 $11,815,397 226,132
2021-12-31 $11,463,593 241,899
2021-09-30 $13,477,925 296,088
2021-06-30 $11,927,819 250,164
2021-03-31 $2,324,301 45,432
2020-12-31 $836,031 20,391
2020-09-30 $709,855 18,371
2020-06-30 $567,869 14,468
2020-03-31 $609,361 15,758