RKL Wealth Management LLC

Position in MO — Altria Group, Inc.

CIK 1604723 LANCASTER, PA

Position in MO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,604,302

+$233,348 QoQ

Shares Held

36,196

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#659

of 2,535 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

RKL Wealth Management LLC holds $5,257,166 across 2 Tobacco names. MO ranks #2 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	14,664	$2,652,864
2	MO	Altria Group, Inc. This page	36,196	$2,604,302

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,604,302	36,196	+0.7%	Shares	Sole	2026-08-11
2026-03-31	$2,370,954	35,929	-0.4%	Shares	Sole	2026-04-24
2025-12-31	$2,080,718	36,086	-1.1%	Shares	Sole	2026-02-12
2025-09-30	$2,410,463	36,489	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$2,138,881	36,481	-0.1%	Shares	Sole	2025-07-18
2025-03-31	$2,192,110	36,523	-29.0%	Shares	Sole	2025-04-28
2024-12-31	$2,689,640	51,437	+1179.8%	Shares	Sole	2025-02-07
2024-09-30	$205,129	4,019	-21.4%	Shares	Sole	2024-11-01
2023-06-30	$231,709	5,115	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$227,918	5,108	-5.3%	Shares	Sole	2023-05-02
2022-12-31	$246,514	5,393	+3.5%	Shares	Sole	2023-02-07
2022-09-30	$210,379	5,210	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$217,120	5,198	+23.6%	Shares	Sole	2022-08-01
2022-03-31	$219,763	4,206	-0.8%	Shares	Sole	2022-05-10
2021-03-31	$217,020	4,242	-15.8%	Shares	Sole	2021-05-10
2020-12-31	$206,640	5,040	-30.4%	Shares	Sole	2021-02-11
2020-09-30	$279,637	7,237	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.