UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in MO — Altria Group, Inc.

CIK 1463217 IRVING, TX

Back to MO Full portfolio

Position in MO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$6,924,899

+$513,311 QoQ

Shares Held

96,246

-0.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#391

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MO Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $22,524,438 across 3 Tobacco names. MO ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	73,275	$13,256,180
2	MO	Altria Group, Inc. This page	96,246	$6,924,899
3	BTI	British American Tobacco p.l.c.	37,943	$2,343,359

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	$6,924,899	96,246	-0.9%	Shares	Defined	2026-08-17
2026-03-31	$6,411,588	97,160	+4.3%	Shares	Defined	2026-05-15
2025-12-31	$5,372,355	93,173	+22.5%	Shares	Defined	2026-02-17
2025-09-30	$5,023,004	76,037	+6.2%	Shares	Defined	2025-11-14
2025-06-30	$4,195,973	71,567	+23.8%	Shares	Defined	2025-08-11
2025-03-31	$3,469,936	57,813	-2.4%	Shares	Defined	2025-05-13
2024-12-31	$3,095,934	59,207	+0.6%	Shares	Defined	2025-02-13
2024-09-30	$3,002,683	58,830	+1.5%	Shares	Defined	2024-11-12
2024-06-30	$2,640,351	57,966	+3.2%	Shares	Defined	2024-08-14
2024-03-31	$2,449,742	56,161	+30.0%	Shares	Defined	2024-05-15
2023-12-31	$1,742,284	43,190	+57.1%	Shares	Defined	2024-02-14
2023-09-30	$1,156,290	27,498	-13.4%	Shares	Defined	2023-11-14
2023-06-30	$1,437,776	31,739	-39.8%	Shares	Defined	2023-08-14
2023-03-31	$2,352,812	52,730	-16.8%	Shares	Defined	2023-08-15
2022-12-31	$2,896,825	63,374	-13.2%	Shares	Defined	2023-02-15
2022-09-30	$2,949,234	73,037	-19.9%	Shares	Defined	2022-11-14
2022-06-30	$3,807,168	91,146	-22.4%	Shares	Defined	2022-08-11
2022-03-31	$6,140,785	117,527	-7.6%	Shares	Defined	2022-05-16
2021-12-31	$6,028,908	127,219	-4.5%	Shares	Defined	2022-02-14
2021-09-30	$6,063,855	133,213	-0.6%	Shares	Defined	2021-11-15
2021-06-30	$6,391,170	134,043	-9.3%	Shares	Defined	2021-08-13
2021-03-31	$7,557,508	147,723	-7.9%	Shares	Defined	2021-05-14
2020-12-31	$6,576,195	160,395	-0.1%	Shares	Defined	2021-02-17
2020-09-30	$6,206,395	160,621	-1.0%	Shares	Defined	2020-11-13
2020-06-30	$6,370,353	162,302	+0.5%	Shares	Defined	2020-08-13
2020-03-31	$6,243,890	161,466	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.