LMCG INVESTMENTS, LLC

Position in MO — Altria Group, Inc.

CIK 1470944 BOSTON, MA

Position in MO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,063,166

+$185,487 QoQ

Shares Held

28,675

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#747

of 2,535 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Consumer Defensive · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $3,540,115 across 2 Tobacco names. MO ranks #1 (58.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc. This page	28,675	$2,063,166
2	PM	Philip Morris International Inc.	8,164	$1,476,949

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,063,166	28,675	+0.8%	Shares	Sole	2026-07-22
2026-03-31	$1,877,679	28,454	+9.8%	Shares	Sole	2026-04-29
2025-12-31	$1,494,374	25,917	+4.2%	Shares	Sole	2026-02-03
2025-09-30	$1,643,770	24,883	+5.2%	Shares	Sole	2025-10-29
2025-06-30	$1,386,247	23,644	+6.3%	Shares	Sole	2025-07-24
2025-03-31	$1,335,264	22,247	+28.5%	Shares	Sole	2025-04-10
2024-12-31	$905,349	17,314	+30.3%	Shares	Sole	2025-01-16
2024-09-30	$678,372	13,291	+5.6%	Shares	Sole	2024-10-29
2024-06-30	$573,246	12,585	+24.7%	Shares	Sole	2024-08-09
2024-03-31	$440,213	10,092	-2.4%	Shares	Sole	2024-05-06
2023-12-31	$416,913	10,335	-42.3%	Shares	Sole	2024-02-08
2023-09-30	$753,830	17,927	+3.0%	Shares	Sole	2023-11-03
2023-06-30	$788,808	17,413	-10.1%	Shares	Sole	2023-08-03
2023-03-31	$863,887	19,361	-3.2%	Shares	Sole	2023-05-05
2022-12-31	$914,154	19,999	-85.5%	Shares	Sole	2023-02-07
2022-09-30	$5,566,100	137,843	-0.6%	Shares	Sole	2022-11-08
2022-06-30	$5,795,336	138,744	-1.6%	Shares	Sole	2022-08-08
2022-03-31	$7,365,369	140,964	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.