Sowell Financial Services LLC

Position in MO — Altria Group, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in MO

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

Position Value

$7,037,645

+$566,732 QoQ

Shares Held

97,813

-0.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#389

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Sowell Financial Services LLC holds $15,203,490 across 3 Tobacco names. MO ranks #2 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	43,246	$7,823,633
2	MO	Altria Group, Inc. This page	97,813	$7,037,645
3	BTI	British American Tobacco p.l.c.	5,541	$342,212

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,037,645	97,813	-0.3%	Shares	Sole	2026-07-20
2026-03-31	$6,470,913	98,059	-1.9%	Shares	Sole	2026-04-20
2025-12-31	$5,766,288	100,005	+0.5%	Shares	Sole	2026-01-21
2025-09-30	$6,570,393	99,461	-0.9%	Shares	Sole	2025-10-17
2025-06-30	$5,881,996	100,324	+0.4%	Shares	Sole	2025-07-14
2025-03-31	$5,998,398	99,940	+1.8%	Shares	Sole	2025-04-17
2024-12-31	$5,134,564	98,194	+1.5%	Shares	Sole	2025-02-07
2024-09-30	$4,938,273	96,753	-5.3%	Shares	Sole	2024-10-04
2024-06-30	$4,656,029	102,218	-21.2%	Shares	Sole	2024-08-13
2024-03-31	$5,661,788	129,798	+10.1%	Shares	Sole	2024-05-03
2023-12-31	$4,755,521	117,886	+3.9%	Shares	Sole	2024-01-24
2023-09-30	$4,768,764	113,407	+8.1%	Shares	Sole	2023-11-08
2023-06-30	$4,752,105	104,903	+7.1%	Shares	Sole	2023-08-14
2023-03-31	$4,371,644	97,975	-13.1%	Shares	Sole	2023-05-12
2022-12-31	$5,156,179	112,802	+4.7%	Shares	Sole	2023-02-09
2022-09-30	$4,348,926	107,700	+7.3%	Shares	Sole	2022-11-15
2022-06-30	$4,193,415	100,393	+387.3%	Shares	Sole	2022-08-15
2022-03-31	$1,076,454	20,602	-76.8%	Shares	Sole	2022-05-13
2021-12-31	$4,214,155	88,925	-20.8%	Shares	Sole	2022-02-09
2021-09-30	$5,110,758	112,275	-3.5%	Shares	Sole	2021-11-04
2021-06-30	$5,546,185	116,321	-39.6%	Shares	Sole	2021-08-05
2021-03-31	$9,857,969	192,689	+23.8%	Shares	Sole	2021-05-07
2020-12-31	$6,379,272	155,592	+1.3%	Shares	Sole	2021-01-13
2020-09-30	$5,932,244	153,526	+6.0%	Shares	Sole	2020-11-12
2020-06-30	$5,685,637	144,857	-5.0%	Shares	Sole	2020-08-13
2020-03-31	$5,897,407	152,506	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.