AmeriServ Wealth Advisors

Position in MO — Altria Group, Inc.

CIK 1102062 Johnstown, PA

Position in MO

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

Position Value

$551,640

-$108,721 QoQ

Shares Held

7,667

-23.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.06%

of 13F equity value

Holder Rank

#1,436

of 2,535 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Consumer Defensive · as of Jun 30, 2026

AmeriServ Wealth Advisors holds $809,979 across 2 Tobacco names. MO ranks #1 (68.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc. This page	7,667	$551,640
2	PM	Philip Morris International Inc.	1,428	$258,339

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$551,640	7,667	-23.4%	Shares	Other	2026-08-03
2026-03-31	$660,361	10,007	+2.9%	Shares	Sole	2026-05-13
2025-12-31	$560,973	9,729	+0.9%	Shares	Other	2026-02-10
2025-09-30	$636,817	9,640	-0.0%	Shares	Other	2025-11-12
2025-06-30	$565,251	9,641	-0.0%	Shares	Other	2025-08-13
2025-03-31	$578,832	9,644	-2.3%	Shares	Other	2025-05-14
2024-12-31	$516,154	9,871	-9.0%	Shares	Other	2025-02-14
2023-09-30	$456,074	10,846	-0.5%	Shares	Sole	2023-11-09
2023-06-30	$493,860	10,902	-1.2%	Shares	Sole	2023-08-14
2023-03-31	$492,158	11,030	-18.1%	Shares	Sole	2023-05-04
2022-12-31	$615,805	13,472	-20.1%	Shares	Sole	2023-02-06
2022-09-30	$681,210	16,870	-0.6%	Shares	Sole	2022-10-31
2022-06-30	$708,836	16,970	-14.1%	Shares	Sole	2022-07-28
2022-03-31	$1,032,303	19,757	+1.1%	Shares	Sole	2022-05-03
2021-12-31	$925,953	19,539	+1.1%	Shares	Sole	2022-02-11
2021-09-30	$879,628	19,324	-0.3%	Shares	Sole	2021-11-05
2021-06-30	$923,752	19,374	+15.2%	Shares	Sole	2021-07-15
2021-03-31	$860,511	16,820	+12.8%	Shares	Sole	2021-05-04
2020-12-31	$611,597	14,917	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.