Winch Advisory Services, LLC

Position in MO — Altria Group, Inc.

CIK 1585822 Appleton, WI

Position in MO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$162,319

+$31,131 QoQ

Shares Held

2,256

+13.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,236

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

Winch Advisory Services, LLC holds $240,260 across 3 Tobacco names. MO ranks #1 (67.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	2,256	$162,319
2	PM	Philip Morris International Inc.	339	$61,328
3	BTI	British American Tobacco p.l.c.	269	$16,613

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$162,319	2,256	+13.5%	Shares	Sole	2026-08-06
2026-03-31	$131,188	1,988	-8.4%	Shares	Sole	2026-04-30
2025-12-31	$125,179	2,171	-6.3%	Shares	Sole	2026-02-03
2025-09-30	$153,127	2,318	+8.8%	Shares	Sole	2025-11-12
2025-06-30	$124,881	2,130	+1.7%	Shares	Sole	2025-08-07
2025-03-31	$125,681	2,094	+2.0%	Shares	Sole	2025-05-06
2024-12-31	$107,351	2,053	+4.7%	Shares	Sole	2025-01-14
2024-09-30	$100,089	1,961	+2.1%	Shares	Sole	2024-10-21
2024-06-30	$87,501	1,921	+90.6%	Shares	Sole	2024-07-31
2024-03-31	$43,968	1,008	+17.8%	Shares	Sole	2024-05-14
2023-12-31	$34,531	856	+2.3%	Shares	Sole	2024-01-18
2023-09-30	$35,195	837	+1.9%	Shares	Sole	2023-11-06
2023-06-30	$37,191	821	+1.0%	Shares	Sole	2023-08-08
2023-03-31	$36,276	813	+1.0%	Shares	Sole	2023-05-10
2022-12-31	$36,796	805	+118.8%	Shares	Sole	2023-01-26
2022-09-30	$14,859	368	+2.2%	Shares	Sole	2022-10-31
2022-06-30	$15,037	360	-65.2%	Shares	Sole	2022-08-12
2022-03-31	$54,078	1,035	+0.8%	Shares	Sole	2022-04-26
2021-12-31	$48,669	1,027	+0.7%	Shares	Sole	2022-02-04
2021-09-30	$46,430	1,020	+0.8%	Shares	Sole	2021-11-10
2021-06-30	$48,252	1,012	+0.7%	Shares	Sole	2021-08-05
2021-03-31	$51,415	1,005	+0.8%	Shares	Sole	2021-05-03
2020-12-31	$40,877	997	-10.6%	Shares	Sole	2021-02-09
2020-09-30	$43,083	1,115	+13.7%	Shares	Sole	2020-11-04
2020-06-30	$38,504	981	+0.8%	Shares	Sole	2020-08-12
2020-03-31	$37,625	973	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.