Arax Advisory Partners

Position in MO — Altria Group, Inc.

CIK 1586767 DENVER, CO

Position in MO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,552,163

+$942,412 QoQ

Shares Held

38,675

+38.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Arax Advisory Partners holds $5,860,367 across 7 Tobacco names. MO ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	38,675	$2,552,163
2	PM	Philip Morris International Inc.	13,799	$2,281,526
3	BTI	British American Tobacco p.l.c.	16,359	$956,510
4	TPB	Turning Point Brands, Inc.	735	$63,790
5	RLX	RLX Technology Inc.	2,346	$5,161
6	UVV	Universal Corp /Va/	23	$1,212
7	ISPR	Ispire Technology Inc.	3	$5

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,552,163	38,675	+38.5%	Shares	Sole	2026-05-13
2025-12-31	$1,609,751	27,918	-20.3%	Shares	Sole	2026-02-13
2025-09-30	$2,313,883	35,027	+181.1%	Shares	Sole	2025-11-14
2025-06-30	$730,529	12,460	-39.1%	Shares	Sole	2025-08-12
2025-03-31	$1,228,308	20,465	+136.4%	Shares	Sole	2025-05-15
2024-12-31	$452,726	8,658	+50.2%	Shares	Sole	2025-02-05
2024-09-30	$294,296	5,766	+1.5%	Shares	Sole	2024-11-06
2024-06-30	$258,723	5,680	+183.0%	Shares	Sole	2024-08-06
2024-03-31	$87,545	2,007	+6.2%	Shares	Sole	2024-05-14
2023-12-31	$76,242	1,890	+0.4%	Shares	Sole	2024-02-06
2023-09-30	$79,137	1,882	-4.3%	Shares	Sole	2023-11-14
2023-06-30	$89,105	1,967	-7.7%	Shares	Sole	2023-08-14
2023-03-31	$95,085	2,131	+0.9%	Shares	Sole	2023-05-16
2022-12-31	$96,585	2,113	+11.9%	Shares	Sole	2023-02-24
2022-09-30	$76,237	1,888	-56.5%	Shares	Sole	2022-11-03
2022-06-30	$181,365	4,342	+0.9%	Shares	Sole	2022-08-22
2022-03-31	$224,831	4,303	+0.2%	Shares	Sole	2022-05-12
2021-12-31	$203,587	4,296	+4.6%	Shares	Sole	2022-02-08
2021-09-30	$186,950	4,107	+4.2%	Shares	Sole	2021-11-05
2021-06-30	$188,002	3,943	+13.2%	Shares	Sole	2021-08-02
2020-12-31	$142,803	3,483	+0.3%	Shares	Sole	2021-02-03
2020-09-30	$134,119	3,471	+3.3%	Shares	Sole	2020-11-12
2020-06-30	$131,880	3,360	+5.0%	Shares	Sole	2020-08-06
2020-03-31	$123,705	3,199	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.