Van Hulzen Asset Management, LLC
Position in MO — Altria Group, Inc.
CIK 1600145
EL DORADO HILLS, CA
Position in MO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$912,973
+$263,698 QoQ
Shares Held
12,689
+29.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,113
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Van Hulzen Asset Management, LLC holds $1,942,350 across 2 Tobacco names. MO ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,690 | $1,029,377 | |
| 2 | MO |
Altria Group, Inc.
This page
|
12,689 | $912,973 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912,973 | 12,689 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $649,275 | 9,839 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $324,337 | 5,625 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $342,653 | 5,187 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $286,524 | 4,887 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $267,329 | 4,454 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $212,035 | 4,055 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $206,967 | 4,055 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $211,534 | 4,644 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $241,829 | 5,544 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $247,889 | 6,145 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $296,242 | 7,045 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $323,668 | 7,145 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $318,765 | 7,144 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $331,123 | 7,244 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $292,512 | 7,244 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,408,317 | 33,716 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $18,272,661 | 349,716 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $15,439,993 | 325,807 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $10,116,046 | 222,233 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,563,360 | 221,547 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $11,528,854 | 225,349 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,184,205 | 224,005 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,522,789 | 246,449 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $10,693,898 | 272,456 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $9,887,880 | 255,699 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||