West Family Investments, Inc.

Position in MO — Altria Group, Inc.

CIK 1568303 CARLSBAD, CA

Position in MO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$439,110

+$42,511 QoQ

Shares Held

6,103

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,585

of 2,535 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

West Family Investments, Inc. holds $1,877,479 across 3 Tobacco names. MO ranks #3 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	5,474	$990,301
2	BTI	British American Tobacco p.l.c.	7,255	$448,068
3	MO	Altria Group, Inc. This page	6,103	$439,110

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,110	6,103	+1.5%	Shares	Sole	2026-08-10
2026-03-31	$396,599	6,010	-29.7%	Shares	Sole	2026-05-07
2025-12-31	$493,281	8,555	-6.7%	Shares	Sole	2026-02-11
2025-09-30	$605,505	9,166	+3.8%	Shares	Sole	2025-11-12
2025-06-30	$517,761	8,831	+42.5%	Shares	Sole	2025-08-13
2025-03-31	$371,883	6,196	0.0%	Shares	Sole	2025-05-02
2024-12-31	$323,988	6,196	+1.5%	Shares	Sole	2025-02-07
2024-09-30	$311,497	6,103	+13.3%	Shares	Sole	2024-11-08
2024-06-30	$245,423	5,388	+0.5%	Shares	Sole	2024-08-05
2024-03-31	$233,890	5,362	+4.1%	Shares	Sole	2024-05-13
2023-06-30	$233,430	5,153	-5.9%	Shares	Sole	2023-08-16
2021-06-30	$261,191	5,478	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.