Formidable Asset Management, LLC

Position in MO — Altria Group, Inc.

CIK 1592613 CINCINNATI, OH

Position in MO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,960,238

+$480,268 QoQ

Shares Held

41,143

+9.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#623

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

Formidable Asset Management, LLC holds $4,446,969 across 3 Tobacco names. MO ranks #1 (66.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	41,143	$2,960,238
2	PM	Philip Morris International Inc.	5,332	$964,612
3	BTI	British American Tobacco p.l.c.	8,454	$522,119

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,960,238	41,143	+9.5%	Shares	Sole	2026-07-17
2026-03-31	$2,479,970	37,581	+8.3%	Shares	Sole	2026-04-22
2025-12-31	$2,000,456	34,694	-19.9%	Shares	Sole	2026-01-16
2025-09-30	$2,859,803	43,291	-5.7%	Shares	Sole	2025-10-29
2025-06-30	$2,690,296	45,886	0.0%	Shares	Sole	2025-07-16
2025-03-31	$2,754,077	45,886	-11.3%	Shares	Sole	2025-05-05
2024-12-31	$2,705,902	51,748	-26.0%	Shares	Sole	2025-02-19
2024-09-30	$3,569,839	69,942	-10.1%	Shares	Sole	2024-11-12
2024-06-30	$3,544,928	77,825	-5.1%	Shares	Sole	2024-08-08
2024-03-31	$3,575,356	81,966	-1.6%	Shares	Sole	2024-05-15
2023-12-31	$3,359,797	83,287	-3.1%	Shares	Sole	2024-02-07
2023-09-30	$3,613,482	85,933	+6.3%	Shares	Sole	2023-11-09
2023-06-30	$3,661,372	80,825	+3.5%	Shares	Sole	2023-08-15
2023-03-31	$3,484,732	78,098	+5.8%	Shares	Sole	2023-05-09
2022-12-31	$3,375,729	73,851	+0.8%	Shares	Sole	2023-02-07
2022-09-30	$2,957,835	73,250	-2.7%	Shares	Sole	2022-11-14
2022-06-30	$3,143,610	75,260	+0.9%	Shares	Sole	2022-08-18
2022-03-31	$3,895,916	74,563	+13.5%	Shares	Sole	2022-05-04
2021-12-31	$3,113,286	65,695	-2.7%	Shares	Sole	2022-02-07
2021-09-30	$3,073,373	67,517	+2.9%	Shares	Sole	2021-11-10
2021-06-30	$3,128,237	65,609	+43.4%	Shares	Sole	2021-08-16
2021-03-31	$2,340,007	45,739	-2.4%	Shares	Sole	2021-05-12
2020-12-31	$1,921,916	46,876	-3.0%	Shares	Sole	2021-01-29
2020-09-30	$1,866,852	48,314	-2.3%	Shares	Sole	2020-12-14
2020-06-30	$1,940,049	49,428	+3.9%	Shares	Sole	2020-08-13
2020-03-31	$1,839,918	47,580	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.