Plante Moran Financial Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 1424717 SOUTHFIELD, MI

Position in MO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$26,909

+$184 QoQ

Shares Held

374

-7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,423

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $55,938 across 4 Tobacco names. MO ranks #1 (48.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	374	$26,909
2	PM	Philip Morris International Inc.	134	$24,241
3	BTI	British American Tobacco p.l.c.	75	$4,632
4	UVV	Universal Corp /Va/	3	$156

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,909	374	-7.7%	Shares	Sole	2026-08-06
2026-03-31	$26,725	405	-6.9%	Shares	Sole	2026-05-05
2025-12-31	$25,082	435	+7.4%	Shares	Sole	2026-02-05
2025-09-30	$26,754	405	-55.2%	Shares	Sole	2025-11-05
2025-06-30	$53,060	905	-46.4%	Shares	Sole	2025-08-05
2025-03-31	$101,253	1,687	-5.6%	Shares	Sole	2025-05-08
2024-12-31	$93,442	1,787	-4.3%	Shares	Sole	2025-02-05
2024-09-30	$95,291	1,867	-18.4%	Shares	Sole	2024-10-30
2024-06-30	$104,172	2,287	0.0%	Shares	Sole	2024-08-12
2024-03-31	$99,758	2,287	-65.7%	Shares	Sole	2024-05-09
2023-12-31	$268,825	6,664	-4.9%	Shares	Sole	2024-02-05
2023-09-30	$294,560	7,005	0.0%	Shares	Sole	2023-11-07
2023-06-30	$317,326	7,005	0.0%	Shares	Sole	2023-08-07
2023-03-31	$312,563	7,005	+0.2%	Shares	Sole	2023-05-08
2022-12-31	$319,604	6,992	-7.3%	Shares	Sole	2023-02-09
2022-09-30	$304,707	7,546	-0.7%	Shares	Sole	2022-11-02
2022-06-30	$317,284	7,596	+75.2%	Shares	Sole	2022-08-02
2022-03-31	$226,503	4,335	-16.7%	Shares	Sole	2022-05-06
2021-12-31	$246,475	5,201	-40.7%	Shares	Sole	2022-02-09
2021-09-30	$399,529	8,777	+22.4%	Shares	Sole	2021-11-08
2021-06-30	$341,770	7,168	+73.7%	Shares	Sole	2021-08-10
2021-03-31	$211,137	4,127	-16.9%	Shares	Sole	2021-05-13
2020-12-31	$203,729	4,969	+29.7%	Shares	Sole	2021-02-09
2020-09-30	$147,991	3,830	+5.7%	Shares	Sole	2020-11-12
2020-06-30	$142,163	3,622	-6.9%	Shares	Sole	2020-08-10
2020-03-31	$150,387	3,889	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.