TD PRIVATE CLIENT WEALTH LLC

Position in MO — Altria Group, Inc.

CIK 1551017 NEW YORK, NY

Back to MO Full portfolio

Position in MO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,931,674

+$772,680 QoQ

Shares Held

40,746

+24.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#626

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MO Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $23,594,469 across 4 Tobacco names. MO ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	68,760	$12,439,371
2	BTI	British American Tobacco p.l.c.	133,095	$8,219,947
3	MO	Altria Group, Inc. This page	40,746	$2,931,674
4	TPB	Turning Point Brands, Inc.	41	$3,477

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	$2,931,674	40,746	+24.5%	Shares	Defined	2026-08-04
2026-03-31	$2,158,994	32,717	+37.1%	Shares	Defined	2026-04-27
2025-12-31	$1,375,882	23,862	+166.9%	Shares	Defined	2026-02-05
2025-09-30	$590,708	8,942	+8.0%	Shares	Defined	2025-10-27
2025-06-30	$485,515	8,281	+22.7%	Shares	Defined	2025-07-15
2025-03-31	$405,195	6,751	+7.7%	Shares	Defined	2025-04-29
2024-12-31	$327,649	6,266	-12.5%	Shares	Defined	2025-02-11
2024-09-30	$365,344	7,158	+18.3%	Shares	Defined	2024-11-18
2024-06-30	$275,577	6,050	+10.6%	Shares	Defined	2024-08-14
2024-03-31	$238,514	5,468	-5.5%	Shares	Defined	2024-08-16
2023-12-31	$233,487	5,788	+19.4%	Shares	Defined	2024-08-16
2023-09-30	$203,858	4,848	-71.2%	Shares	Defined	2024-08-16
2023-06-30	$762,761	16,838	-2.6%	Shares	Defined	2024-08-16
2023-03-31	$771,479	17,290	-69.9%	Shares	Defined	2024-08-16
2022-12-31	$2,622,062	57,363	-11.2%	Shares	Defined	2024-08-16
2022-09-30	$2,608,305	64,594	+23.3%	Shares	Defined	2024-08-16
2022-06-30	$2,188,413	52,392	-2.7%	Shares	Defined	2024-08-16
2022-03-31	$2,812,931	53,836	+13.4%	Shares	Defined	2024-08-16
2021-12-31	$2,248,892	47,455	-2.6%	Shares	Defined	2024-08-16
2021-09-30	$2,218,553	48,738	-1.2%	Shares	Defined	2024-08-16
2021-06-30	$2,353,008	49,350	-54.1%	Shares	Defined	2024-08-16
2021-03-31	$5,504,662	107,597	+9.4%	Shares	Defined	2024-08-16
2020-12-31	$4,033,211	98,371	-7.7%	Shares	Defined	2024-08-16
2020-09-30	$4,116,048	106,523	+13.8%	Shares	Defined	2024-08-16
2020-06-30	$3,673,446	93,591	-16.1%	Shares	Defined	2024-08-16
2020-03-31	$4,315,842	111,607	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.