Waverly Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in MO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,988,680

+$1,710,590 QoQ

Shares Held

111,031

+16.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#359

of 2,535 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Consumer Defensive · as of Jun 30, 2026

Waverly Advisors, LLC holds $29,002,886 across 3 Tobacco names. MO ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	101,276	$18,321,841
2	MO	Altria Group, Inc. This page	111,031	$7,988,680
3	BTI	British American Tobacco p.l.c.	43,594	$2,692,365

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,988,680	111,031	+16.7%	Shares	Sole	2026-08-14
2026-03-31	$6,278,090	95,137	+21.6%	Shares	Sole	2026-05-15
2025-12-31	$4,512,471	78,260	+34.9%	Shares	Sole	2026-02-17
2025-09-30	$3,833,726	58,034	+7.0%	Shares	Sole	2025-11-14
2025-06-30	$3,180,970	54,255	+3.0%	Shares	Sole	2025-08-14
2025-03-31	$3,160,053	52,650	+20.1%	Shares	Sole	2025-05-15
2024-12-31	$2,292,707	43,846	+12.8%	Shares	Sole	2025-02-14
2024-09-30	$1,983,108	38,854	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$1,737,914	38,154	+7.6%	Shares	Sole	2024-08-14
2024-03-31	$1,546,023	35,443	+97.5%	Shares	Sole	2024-05-15
2023-12-31	$723,860	17,944	-0.2%	Shares	Other	2024-02-14
2023-09-30	$755,721	17,972	+0.4%	Shares	Other	2023-11-14
2023-06-30	$810,959	17,902	+1.1%	Shares	Other	2023-08-15
2023-03-31	$789,729	17,699	-23.0%	Shares	Other	2023-05-16
2022-12-31	$1,050,140	22,974	+24.5%	Shares	Other	2023-02-15
2022-09-30	$744,889	18,447	+54.9%	Shares	Sole	2022-11-15
2022-06-30	$497,396	11,908	-8.5%	Shares	Other	2022-08-15
2022-03-31	$679,771	13,010	-0.0%	Shares	Other	2022-05-17
2021-12-31	$616,779	13,015	-6.2%	Shares	Other	2022-02-15
2021-09-30	$631,816	13,880	+12.1%	Shares	Other	2021-11-15
2021-06-30	$590,421	12,383	+157.6%	Shares	Other	2021-08-17
2021-03-31	$245,926	4,807	-8.6%	Shares	Sole	2021-05-24
2020-06-30	$206,337	5,257	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.