EP Wealth Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 1540569 TORRANCE, CA

Position in MO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,859,026

+$1,744,987 QoQ

Shares Held

109,229

+17.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#366

of 2,535 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $17,906,860 across 3 Tobacco names. MO ranks #2 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	50,883	$9,205,243
2	MO	Altria Group, Inc. This page	109,229	$7,859,026
3	BTI	British American Tobacco p.l.c.	13,643	$842,591

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,859,026	109,229	+17.9%	Shares	Sole	2026-08-12
2026-03-31	$6,114,039	92,651	-3.4%	Shares	Sole	2026-05-14
2025-12-31	$5,532,131	95,944	+28.1%	Shares	Sole	2026-02-18
2025-06-30	$4,391,562	74,903	+0.9%	Shares	Sole	2025-08-14
2025-03-31	$4,454,324	74,214	-7.6%	Shares	Sole	2025-05-15
2024-12-31	$4,199,671	80,315	-1.0%	Shares	Sole	2025-02-14
2024-09-30	$4,140,313	81,119	+113.2%	Shares	Sole	2024-11-15
2024-06-30	$1,732,949	38,045	+2.1%	Shares	Sole	2024-08-19
2024-03-31	$1,626,022	37,277	+9.2%	Shares	Sole	2024-05-14
2023-12-31	$1,376,642	34,126	-14.0%	Shares	Sole	2024-02-28
2023-09-30	$1,668,417	39,677	+31.0%	Shares	Sole	2023-11-24
2023-06-30	$1,371,955	30,286	+353.2%	Shares	Sole	2023-08-14
2023-03-31	$298,195	6,683	-77.6%	Shares	Sole	2023-06-05
2022-12-31	$1,362,980	29,818	-13.1%	Shares	Sole	2023-06-12
2022-09-30	$1,386,245	34,330	+13.8%	Shares	Sole	2022-12-02
2022-06-30	$1,260,033	30,166	+4.4%	Shares	Sole	2022-08-11
2022-03-31	$1,509,920	28,898	+0.4%	Shares	Sole	2022-05-20
2021-12-31	$1,364,595	28,795	+1.0%	Shares	Sole	2022-02-17
2021-09-30	$1,297,775	28,510	-1.0%	Shares	Sole	2021-11-23
2021-06-30	$1,372,850	28,793	+9.3%	Shares	Sole	2021-08-24
2021-03-31	$1,347,707	26,343	-7.0%	Shares	Sole	2021-05-17
2020-12-31	$1,161,530	28,330	+27.4%	Shares	Sole	2021-02-18
2020-09-30	$858,967	22,230	+0.2%	Shares	Sole	2020-11-17
2020-06-30	$871,036	22,192	-5.5%	Shares	Sole	2020-08-14
2020-03-31	$908,435	23,492	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.