MISSION WEALTH MANAGEMENT, LP

Position in MO — Altria Group, Inc.

CIK 1645382 Santa Barbara, CA

Position in MO

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

Position Value

$3,634,842

+$2,235,723 QoQ

Shares Held

50,519

+138.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#566

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

MISSION WEALTH MANAGEMENT, LP holds $7,464,527 across 3 Tobacco names. MO ranks #1 (48.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	50,519	$3,634,842
2	PM	Philip Morris International Inc.	17,282	$3,126,486
3	BTI	British American Tobacco p.l.c.	11,386	$703,199

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,634,842	50,519	+138.3%	Shares	Sole	2026-07-20
2026-03-31	$1,399,119	21,202	+5.3%	Shares	Sole	2026-05-15
2025-12-31	$1,160,465	20,126	+10.0%	Shares	Sole	2026-02-05
2025-09-30	$1,208,898	18,300	-0.7%	Shares	Sole	2025-11-04
2025-06-30	$1,080,023	18,421	+2.3%	Shares	Sole	2025-08-05
2025-03-31	$1,080,900	18,009	+2.5%	Shares	Sole	2025-04-17
2024-12-31	$918,578	17,567	+1.0%	Shares	Sole	2025-02-06
2024-09-30	$888,096	17,400	+22.3%	Shares	Sole	2024-10-31
2024-06-30	$647,812	14,222	-40.9%	Shares	Sole	2024-08-05
2024-03-31	$1,049,628	24,063	-38.3%	Shares	Sole	2024-04-30
2023-12-31	$1,573,340	39,002	-10.1%	Shares	Sole	2024-02-05
2023-09-30	$1,823,330	43,361	+43.2%	Shares	Sole	2023-10-24
2023-06-30	$1,371,548	30,277	+66.6%	Shares	Sole	2023-08-04
2023-03-31	$810,968	18,175	-7.0%	Shares	Sole	2023-04-07
2022-12-31	$893,173	19,540	+5.4%	Shares	Sole	2023-02-02
2022-09-30	$748,443	18,535	+17.5%	Shares	Sole	2022-10-12
2022-06-30	$659,088	15,779	-28.8%	Shares	Sole	2022-07-27
2022-03-31	$1,158,591	22,174	+1.1%	Shares	Sole	2022-04-25
2021-12-31	$1,039,262	21,930	+6.2%	Shares	Sole	2022-02-11
2021-09-30	$939,532	20,640	+26.2%	Shares	Sole	2021-11-05
2021-06-30	$779,949	16,358	-4.6%	Shares	Sole	2021-08-10
2021-03-31	$877,496	17,152	-2.7%	Shares	Sole	2021-05-10
2020-12-31	$722,789	17,629	+5.7%	Shares	Sole	2021-01-19
2020-09-30	$644,244	16,673	-9.4%	Shares	Sole	2020-10-16
2020-06-30	$722,278	18,402	+30.2%	Shares	Sole	2020-08-03
2020-03-31	$546,484	14,132	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.