HARBOR INVESTMENT ADVISORY, LLC

Position in MO — Altria Group, Inc.

CIK 1468792 LUTHERVILLE, MD

Position in MO

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

Position Value

$647,550

+$53,640 QoQ

Shares Held

9,000

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,337

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

HARBOR INVESTMENT ADVISORY, LLC holds $1,772,827 across 3 Tobacco names. MO ranks #2 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	6,216	$1,124,536
2	MO	Altria Group, Inc. This page	9,000	$647,550
3	BTI	British American Tobacco p.l.c.	12	$741

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$647,550	9,000	0.0%	Shares	Sole	2026-07-07
2026-03-31	$593,910	9,000	+4.9%	Shares	Sole	2026-04-23
2025-12-31	$494,607	8,578	+25.1%	Shares	Sole	2026-01-07
2025-09-30	$453,105	6,859	-0.2%	Shares	Sole	2025-10-27
2025-06-30	$402,963	6,873	+19.1%	Shares	Sole	2025-07-01
2025-03-31	$346,495	5,773	+6.4%	Shares	Sole	2025-04-09
2024-12-31	$283,830	5,428	0.0%	Shares	Sole	2025-01-16
2024-09-30	$277,045	5,428	-0.2%	Shares	Sole	2024-10-04
2024-06-30	$247,746	5,439	-0.5%	Shares	Sole	2024-07-19
2024-03-31	$238,514	5,468	+0.7%	Shares	Sole	2024-04-12
2023-12-31	$218,965	5,428	0.0%	Shares	Sole	2024-01-26
2023-09-30	$228,247	5,428	-0.1%	Shares	Sole	2023-10-13
2023-06-30	$246,205	5,435	+10.2%	Shares	Sole	2023-07-14
2023-03-31	$220,065	4,932	-0.1%	Shares	Sole	2023-04-21
2022-12-31	$225,624	4,936	+0.8%	Shares	Sole	2023-01-24
2022-09-30	$197,660	4,895	-3.4%	Shares	Sole	2022-11-01
2022-06-30	$211,606	5,066	+0.6%	Shares	Sole	2022-07-18
2022-03-31	$263,026	5,034	+32.5%	Shares	Sole	2022-04-20
2021-12-31	$180,082	3,800	+2.1%	Shares	Sole	2022-01-10
2021-09-30	$169,470	3,723	-25.1%	Shares	Sole	2021-10-12
2021-06-30	$237,112	4,973	-0.7%	Shares	Sole	2021-07-27
2021-03-31	$256,106	5,006	+1.6%	Shares	Sole	2021-04-16
2020-12-31	$202,089	4,929	-10.5%	Shares	Sole	2021-02-04
2020-09-30	$212,751	5,506	0.0%	Shares	Sole	2020-10-23
2020-06-30	$216,110	5,506	-33.5%	Shares	Sole	2020-07-16
2020-03-31	$320,342	8,284	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.