Atria Investments, Inc

Position in MO — Altria Group, Inc.

CIK 1535865 Charlotte, NC

Position in MO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,298,386

+$742,783 QoQ

Shares Held

129,234

-0.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#336

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Atria Investments, Inc holds $50,287,639 across 3 Tobacco names. MO ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	176,615	$31,951,419
2	MO	Altria Group, Inc. This page	129,234	$9,298,386
3	BTI	British American Tobacco p.l.c.	146,338	$9,037,834

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,298,386	129,234	-0.3%	Shares	Sole	2026-07-28
2026-03-31	$8,555,603	129,650	+2.7%	Shares	Sole	2026-05-05
2025-12-31	$7,276,115	126,190	+19.1%	Shares	Sole	2026-02-05
2025-09-30	$6,997,669	105,929	+0.7%	Shares	Sole	2025-11-06
2025-06-30	$6,168,520	105,211	+6.7%	Shares	Sole	2025-08-04
2025-03-31	$5,919,352	98,623	-10.0%	Shares	Sole	2025-05-06
2024-12-31	$5,729,153	109,565	-1.5%	Shares	Sole	2025-02-06
2024-09-30	$5,679,782	111,281	+19.2%	Shares	Sole	2024-11-01
2024-06-30	$4,254,096	93,394	-8.7%	Shares	Sole	2024-08-13
2024-03-31	$4,460,450	102,257	+10.0%	Shares	Sole	2024-05-21
2023-12-31	$3,750,288	92,967	-10.5%	Shares	Sole	2024-02-14
2023-09-30	$4,368,406	103,886	-19.4%	Shares	Sole	2023-11-07
2023-06-30	$5,837,765	128,869	+4.7%	Shares	Sole	2023-08-04
2023-03-31	$5,492,008	123,084	+4.9%	Shares	Sole	2023-05-10
2022-12-31	$5,364,388	117,357	+1.5%	Shares	Sole	2023-01-31
2022-09-30	$4,670,189	115,656	-20.5%	Shares	Sole	2022-11-01
2022-06-30	$6,077,660	145,503	-29.4%	Shares	Sole	2022-08-11
2022-03-31	$10,763,552	206,001	-3.1%	Shares	Sole	2022-05-02
2021-12-31	$10,076,109	212,621	+5.0%	Shares	Sole	2022-02-04
2021-09-30	$9,216,479	202,471	+8.4%	Shares	Sole	2021-11-16
2021-06-30	$8,905,288	186,772	+15.6%	Shares	Sole	2021-08-10
2021-03-31	$8,265,460	161,561	+10.5%	Shares	Sole	2021-05-11
2020-12-31	$5,996,332	146,252	+74.0%	Shares	Sole	2021-02-12
2020-09-30	$3,248,348	84,067	+4.9%	Shares	Sole	2020-11-05
2020-06-30	$3,146,319	80,161	+2.3%	Shares	Sole	2020-09-22
2020-03-31	$3,030,297	78,363	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.