Obermeyer Wealth Partners

Position in MO — Altria Group, Inc.

CIK 1349654 ASPEN, CO

Position in MO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$372,053

+$30,819 QoQ

Shares Held

5,171

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,702

of 2,535 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Obermeyer Wealth Partners holds $2,532,441 across 3 Tobacco names. MO ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c.	25,475	$1,573,336
2	PM	Philip Morris International Inc.	3,245	$587,052
3	MO	Altria Group, Inc. This page	5,171	$372,053

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,053	5,171	0.0%	Shares	Sole	2026-07-29
2026-03-31	$341,234	5,171	-4.5%	Shares	Sole	2026-04-21
2025-12-31	$312,055	5,412	-29.2%	Shares	Sole	2026-01-29
2025-09-30	$504,698	7,640	+9.3%	Shares	Sole	2025-10-27
2025-06-30	$409,823	6,990	+2.1%	Shares	Sole	2025-08-05
2025-03-31	$411,016	6,848	-14.2%	Shares	Sole	2025-05-06
2024-12-31	$417,483	7,984	+64.8%	Shares	Sole	2025-02-14
2024-09-30	$247,288	4,845	0.0%	Shares	Sole	2024-11-05
2024-06-30	$220,689	4,845	-0.4%	Shares	Sole	2024-08-01
2024-03-31	$212,124	4,863	-10.0%	Shares	Sole	2024-05-07
2023-12-31	$217,916	5,402	-48.6%	Shares	Sole	2024-01-31
2023-09-30	$441,651	10,503	+87.9%	Shares	Sole	2023-11-08
2023-06-30	$253,181	5,589	0.0%	Shares	Sole	2023-08-07
2023-03-31	$249,381	5,589	-1.3%	Shares	Sole	2023-05-09
2022-12-31	$258,901	5,664	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.