Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in MO — Altria Group, Inc.

CIK 1510434 Seattle, WA

Back to MO Full portfolio

Position in MO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$26,751,873

+$3,044,373 QoQ

Shares Held

371,812

+3.5% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#194

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in MO Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $44,088,369 across 3 Tobacco names. MO ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	371,812	$26,751,873
2	PM	Philip Morris International Inc.	93,226	$16,865,515
3	BTI	British American Tobacco p.l.c.	7,626	$470,981

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	$26,751,873	371,812	+3.5%	Shares	Sole	2026-07-15
2026-03-31	$23,707,500	359,259	+4.2%	Shares	Sole	2026-05-04
2025-12-31	$19,873,729	344,671	+5.7%	Shares	Other	2026-01-16
2025-09-30	$21,531,133	325,933	+1.1%	Shares	Sole	2025-11-10
2025-06-30	$18,905,301	322,451	+3.3%	Shares	Other	2025-07-21
2025-03-31	$18,742,444	312,270	+597.2%	Shares	Other	2025-05-08
2024-12-31	$2,341,911	44,787	+14.6%	Shares	Other	2025-01-22
2024-09-30	$1,993,979	39,067	+10.8%	Shares	Sole	2024-11-01
2024-06-30	$1,606,548	35,270	-12.1%	Shares	Sole	2024-08-09
2024-03-31	$1,750,994	40,142	+17.6%	Shares	Sole	2024-05-07
2023-12-31	$1,376,925	34,133	+9.2%	Shares	Sole	2024-02-06
2023-09-30	$1,314,272	31,255	+1.9%	Shares	Sole	2023-11-03
2023-06-30	$1,389,894	30,682	-3.1%	Shares	Sole	2023-08-11
2023-03-31	$1,413,115	31,670	+21.6%	Shares	Sole	2023-05-09
2022-12-31	$1,190,425	26,043	+18.2%	Shares	Sole	2023-02-08
2022-09-30	$890,015	22,041	-1.8%	Shares	Sole	2022-11-03
2022-06-30	$937,987	22,456	+100.6%	Shares	Sole	2022-08-02
2022-03-31	$584,991	11,196	-13.6%	Shares	Sole	2022-05-13
2021-12-31	$614,079	12,958	-5.3%	Shares	Sole	2022-02-14
2021-09-30	$623,168	13,690	-22.6%	Shares	Sole	2021-11-02
2021-06-30	$843,077	17,682	+37.5%	Shares	Sole	2021-08-12
2021-03-31	$657,661	12,855	-7.7%	Shares	Sole	2021-05-17
2020-12-31	$571,089	13,929	+1.8%	Shares	Sole	2021-02-12
2020-09-30	$528,479	13,677	+2.0%	Shares	Sole	2020-11-12
2020-06-30	$526,067	13,403	-6.4%	Shares	Sole	2020-08-12
2020-03-31	$553,909	14,324	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.