Crestwood Advisors Group, LLC

Position in MO — Altria Group, Inc.

CIK 1426853 BOSTON, MA

Position in MO

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

Position Value

$2,144,038

+$361,319 QoQ

Shares Held

29,799

+10.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#732

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $7,006,118 across 3 Tobacco names. MO ranks #2 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	25,730	$4,654,814
2	MO	Altria Group, Inc. This page	29,799	$2,144,038
3	BTI	British American Tobacco p.l.c.	3,356	$207,266

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,144,038	29,799	+10.3%	Shares	Sole	2026-08-03
2026-03-31	$1,782,719	27,015	+17.7%	Shares	Sole	2026-05-05
2025-12-31	$1,322,951	22,944	+2.6%	Shares	Sole	2026-02-03
2025-09-30	$1,477,894	22,372	+3.1%	Shares	Sole	2025-11-07
2025-06-30	$1,272,564	21,705	+0.4%	Shares	Sole	2025-08-05
2025-03-31	$1,298,052	21,627	+3.1%	Shares	Sole	2025-05-05
2024-12-31	$1,096,625	20,972	+8.1%	Shares	Sole	2025-02-04
2024-09-30	$990,533	19,407	-8.5%	Shares	Sole	2024-10-30
2024-06-30	$966,206	21,212	-10.2%	Shares	Sole	2024-08-01
2024-03-31	$1,030,522	23,625	+2.5%	Shares	Sole	2024-05-08
2023-12-31	$929,796	23,049	+3.1%	Shares	Sole	2024-02-13
2023-09-30	$940,406	22,364	+137.6%	Shares	Sole	2023-11-15
2023-06-30	$426,363	9,412	-17.7%	Shares	Sole	2023-08-15
2023-03-31	$510,274	11,436	-11.2%	Shares	Sole	2023-05-12
2022-12-31	$588,744	12,880	-6.3%	Shares	Sole	2023-02-14
2022-09-30	$555,265	13,751	-8.6%	Shares	Sole	2022-10-26
2022-06-30	$628,596	15,049	-5.4%	Shares	Sole	2022-07-07
2022-03-31	$830,931	15,903	-45.9%	Shares	Sole	2022-04-12
2021-12-31	$1,392,318	29,380	+16.3%	Shares	Sole	2022-02-15
2021-09-30	$1,150,108	25,266	+5.8%	Shares	Sole	2021-11-03
2021-06-30	$1,138,598	23,880	0.0%	Shares	Sole	2021-08-13
2021-03-31	$1,221,700	23,880	-4.1%	Shares	Sole	2021-04-21
2020-12-31	$1,021,023	24,903	+14.5%	Shares	Sole	2021-02-09
2020-09-30	$840,342	21,748	-1.7%	Shares	Sole	2020-10-06
2020-06-30	$868,406	22,125	-1.5%	Shares	Sole	2020-08-14
2020-03-31	$868,644	22,463	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.