Merit Financial Group, LLC

Position in MO — Altria Group, Inc.

CIK 1621225 ALPHARETTA, GA

Position in MO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$25,061,620

+$2,911,686 QoQ

Shares Held

348,320

+3.8% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#203

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

Merit Financial Group, LLC holds $49,823,236 across 3 Tobacco names. MO ranks #1 (50.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	348,320	$25,061,620
2	PM	Philip Morris International Inc.	129,187	$23,371,216
3	BTI	British American Tobacco p.l.c.	22,513	$1,390,400

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,061,620	348,320	+3.8%	Shares	Other	2026-07-20
2026-03-31	$22,149,934	335,656	+85.2%	Shares	Other	2026-04-15
2025-12-31	$10,448,276	181,205	+27.9%	Shares	Other	2026-01-26
2025-09-30	$9,362,613	141,729	+9.1%	Shares	Other	2025-11-07
2025-06-30	$7,615,978	129,899	+26.1%	Shares	Sole	2025-07-22
2025-03-31	$6,180,799	102,979	+28.4%	Shares	Sole	2025-04-09
2024-12-31	$4,193,501	80,197	+8.3%	Shares	Sole	2025-01-15
2024-09-30	$3,781,196	74,083	-13.0%	Shares	Sole	2024-10-17
2024-06-30	$3,877,170	85,119	-0.3%	Shares	Sole	2024-08-13
2024-03-31	$3,723,708	85,367	+18.5%	Shares	Sole	2024-05-06
2023-12-31	$2,905,044	72,014	-9.3%	Shares	Sole	2024-02-06
2023-09-30	$3,340,031	79,430	-7.1%	Shares	Sole	2023-11-07
2023-06-30	$3,874,463	85,529	+14.7%	Shares	Sole	2023-08-01
2023-03-31	$3,325,796	74,536	-11.0%	Shares	Sole	2023-04-24
2022-12-31	$3,827,435	83,733	+7.2%	Shares	Sole	2023-01-13
2022-09-30	$3,152,668	78,075	-3.7%	Shares	Sole	2022-10-31
2022-06-30	$3,385,333	81,047	+36.9%	Shares	Sole	2022-08-08
2022-03-31	$3,094,192	59,219	+1.0%	Shares	Sole	2022-05-13
2021-12-31	$2,778,996	58,641	+0.0%	Shares	Sole	2022-02-14
2021-09-30	$2,668,291	58,618	-2.4%	Shares	Sole	2021-10-27
2021-06-30	$2,862,945	60,045	+0.5%	Shares	Sole	2021-08-16
2021-03-31	$3,056,451	59,743	+3.0%	Shares	Sole	2021-05-18
2020-12-31	$2,377,713	57,993	+0.9%	Shares	Sole	2021-02-12
2020-09-30	$2,220,911	57,477	-0.6%	Shares	Sole	2020-11-10
2020-06-30	$2,268,453	57,795	-2.0%	Shares	Sole	2020-08-13
2020-03-31	$2,279,828	58,956	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.