SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in MO — Altria Group, Inc.

CIK 1531593 NEW YORK, NY

Back to MO Full portfolio

Position in MO

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

Position Value

$164,549

+$139,737 QoQ

Shares Held

2,287

+508.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,234

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MO Over Time

Shares Held

Position Value (USD)

Derivatives in MO

reported options exposure · as of Sep 30, 2024

CallValue

CallShares

PutValue

$3,113,440

PutShares

61,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $425,779 across 3 Tobacco names. MO ranks #2 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	1,261	$228,127
2	MO	Altria Group, Inc. This page	2,287	$164,549
3	BTI	British American Tobacco p.l.c.	536	$33,103

All Filings in MO

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$164,549	2,287	+508.2%	Shares	Sole	2026-08-03
2026-03-31	$24,812	376	-95.5%	Shares	Sole	2026-04-30
2025-12-31	$478,116	8,292	-56.1%	Shares	Sole	2026-02-17
2025-09-30	$1,248,335	18,897	-81.1%	Shares	Sole	2025-11-13
2025-06-30	$5,847,345	99,733	-38.0%	Shares	Sole	2025-08-12
2025-03-31	$9,657,218	160,900	+4.2%	Shares	Sole	2025-05-13
2024-12-31	$8,073,576	154,400	-27.9%	Shares	Sole	2025-02-12
2024-09-30	$10,922,560	214,000	+159.7%	Shares	Sole	2024-11-07
2024-09-30	$3,113,440	61,000	-39.4%	Put	Sole	2024-11-07
2024-06-30	$3,753,320	82,400	-35.3%	Shares	Sole	2024-07-26
2024-03-31	$5,557,188	127,400	+64.2%	Shares	Sole	2024-05-13
2024-03-31	$4,392,534	100,700	-62.5%	Put	Sole	2024-05-13
2023-12-31	$10,823,222	268,300	+162.0%	Put	Sole	2024-02-14
2023-12-31	$3,130,384	77,600	-71.5%	Shares	Sole	2024-02-14
2023-09-30	$4,305,920	102,400	-25.0%	Put	Sole	2023-11-13
2023-09-30	$11,441,805	272,100	+23.6%	Shares	Sole	2023-11-13
2023-06-30	$6,183,450	136,500	+16.6%	Put	Sole	2023-08-14
2023-06-30	$9,972,070	220,134	-14.2%	Shares	Sole	2023-08-14
2023-03-31	$5,225,002	117,100	-11.6%	Put	Sole	2023-05-12
2023-03-31	$11,445,119	256,502	-7.8%	Shares	Sole	2023-05-12
2022-12-31	$12,719,675	278,269	+17.6%	Shares	Sole	2023-02-13
2022-12-31	$6,056,575	132,500	+63.2%	Put	Sole	2023-02-13
2022-09-30	$3,278,856	81,200	-36.6%	Put	Sole	2022-11-02
2022-09-30	$2,608,548	64,600	-52.0%	Call	Sole	2022-11-02
2022-09-30	$9,552,858	236,574	+39.4%	Shares	Sole	2022-11-02
2022-06-30	$5,622,242	134,600	-50.3%	Call	Sole	2022-08-02
2022-06-30	$5,350,737	128,100	+17.1%	Put	Sole	2022-08-02
2022-06-30	$7,087,742	169,685	+204.9%	Shares	Sole	2022-08-02
2022-03-31	$2,907,555	55,647	-66.7%	Shares	Sole	2022-05-11
2022-03-31	$14,144,075	270,700	+9215.2%	Call	Sole	2022-05-11
2022-03-31	$5,716,150	109,400	-37.9%	Put	Sole	2022-05-11
2021-12-31	$8,350,118	176,200	+19675.5%	Put	Sole	2022-01-18
2021-12-31	$7,913,798	166,993	+245.7%	Shares	Sole	2022-01-18
2021-09-30	$2,198,616	48,300	+51.2%	Shares	Sole	2021-10-20
2021-09-30	$132,281	2,906	-35.7%	Call	Sole	2021-10-20
2021-09-30	$40,558	891	+0.8%	Put	Sole	2021-10-20
2021-06-30	$1,523,280	31,948	-91.2%	Shares	Sole	2021-07-19
2021-06-30	$215,561	4,521	+927.5%	Call	Sole	2021-07-19
2021-06-30	$42,149	884	-14.1%	Put	Sole	2021-07-19
2021-03-31	$52,643	1,029	-31.7%	Put	Sole	2021-04-14
2021-03-31	$18,642,704	364,400	+21.1%	Shares	Sole	2021-04-14
2021-03-31	$22,510	440	+700.0%	Call	Sole	2021-04-14
2020-12-31	$12,332,800	300,800	+451.9%	Shares	Sole	2021-02-25
2020-12-31	$61,746	1,506	+770.5%	Put	Sole	2021-02-25
2020-09-30	$2,105,880	54,500	+66.7%	Shares	Sole	2020-10-19
2020-09-30	$2,125	55	-68.4%	Call	Sole	2020-10-19
2020-09-30	$6,684	173	+88.0%	Put	Sole	2020-10-19
2020-06-30	$1,283,475	32,700	—	Shares	Sole	2020-08-06
2020-06-30	$6,829	174	—	Call	Sole	2020-08-06
2020-06-30	$3,611	92	—	Put	Sole	2020-08-06
No filing history on record for this holder in this stock.