LPL Financial LLC

Position in MO — Altria Group, Inc.

CIK 1403438 FORT MILL, SC

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Position in MO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$347,661,248

+$43,656,405 QoQ

Shares Held

4,831,984

+4.9% QoQ

Ownership

0.289%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#37

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Common Shares in MO Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

LPL Financial LLC holds $1,008,959,024 across 4 Tobacco names. MO ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	2,782,376	$503,359,642
2	MO	Altria Group, Inc. This page	4,831,984	$347,661,248
3	BTI	British American Tobacco p.l.c.	2,536,967	$156,683,081
4	UVV	Universal Corp /Va/	24,057	$1,255,053

All Filings in MO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,661,248	4,831,984	+4.9%	Shares	Sole	2026-08-07
2026-03-31	$304,004,843	4,606,832	+4.4%	Shares	Sole	2026-05-06
2025-12-31	$254,534,131	4,414,397	+17.5%	Shares	Sole	2026-02-11
2025-09-30	$248,114,555	3,755,897	+6.0%	Shares	Sole	2025-11-12
2025-06-30	$207,803,129	3,544,314	+1.4%	Shares	Sole	2025-08-12
2025-03-31	$209,881,837	3,496,865	+11.8%	Shares	Sole	2025-05-07
2024-12-31	$163,604,376	3,128,789	+11.9%	Shares	Sole	2025-02-11
2024-09-30	$142,761,023	2,797,042	+4.5%	Shares	Sole	2024-11-08
2024-06-30	$121,938,488	2,677,025	+9.1%	Shares	Sole	2024-08-07
2024-03-31	$106,991,964	2,452,819	+9.0%	Shares	Sole	2024-05-10
2023-12-31	$90,791,180	2,250,649	+4.0%	Shares	Sole	2024-02-14
2023-09-30	$91,006,838	2,164,253	+3.7%	Shares	Sole	2023-11-13
2023-06-30	$94,530,907	2,086,775	+12.6%	Shares	Sole	2023-07-31
2023-03-31	$82,699,734	1,853,423	+8.4%	Shares	Sole	2023-05-10
2022-12-31	$78,188,143	1,710,526	+6.4%	Shares	Sole	2023-02-07
2022-09-30	$64,911,536	1,607,517	+4.8%	Shares	Sole	2022-11-14
2022-06-30	$64,047,987	1,533,349	+9.0%	Shares	Sole	2022-08-12
2022-03-31	$73,504,150	1,406,778	+3.1%	Shares	Sole	2022-05-16
2021-12-31	$64,663,275	1,364,492	+8.1%	Shares	Sole	2022-02-14
2021-09-30	$57,453,568	1,262,161	+8.7%	Shares	Sole	2021-11-15
2021-06-30	$55,368,352	1,161,249	+4.7%	Shares	Sole	2021-08-13
2021-03-31	$56,747,797	1,109,222	+12.1%	Shares	Sole	2021-05-14
2020-12-31	$40,584,137	989,857	+6.3%	Shares	Sole	2021-02-12
2020-09-30	$35,979,481	931,146	-0.1%	Shares	Sole	2020-11-09
2020-06-30	$36,569,696	931,712	-8.0%	Shares	Sole	2020-08-13
2020-03-31	$39,157,590	1,012,609	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.