KESTRA PRIVATE WEALTH SERVICES, LLC

Position in MO — Altria Group, Inc.

CIK 1649451 AUSTIN, TX

Position in MO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$14,845,011

+$2,367,160 QoQ

Shares Held

206,324

+9.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#261

of 2,535 holders

Holding Since

Sep 2020

24 quarters on record

Consumer Defensive · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $25,117,427 across 3 Tobacco names. MO ranks #1 (59.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	206,324	$14,845,011
2	PM	Philip Morris International Inc.	44,377	$8,028,243
3	BTI	British American Tobacco p.l.c.	36,337	$2,244,173

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,845,011	206,324	+9.1%	Shares	Sole	2026-07-28
2026-03-31	$12,477,851	189,087	+13.7%	Shares	Sole	2026-04-20
2025-12-31	$9,589,376	166,309	-4.2%	Shares	Sole	2026-01-29
2025-09-30	$11,465,505	173,562	+5.8%	Shares	Sole	2025-11-17
2025-06-30	$9,614,147	163,980	-1.8%	Shares	Sole	2025-08-07
2025-03-31	$10,021,839	166,975	-4.9%	Shares	Sole	2025-05-05
2024-12-31	$9,184,895	175,653	-12.3%	Shares	Sole	2025-01-28
2024-09-30	$10,226,680	200,366	+7.8%	Shares	Sole	2024-11-13
2024-06-30	$8,464,283	185,824	+1.0%	Shares	Sole	2024-08-12
2024-03-31	$8,024,422	183,962	+7.3%	Shares	Sole	2024-05-02
2023-12-31	$6,916,414	171,453	+1.2%	Shares	Sole	2024-02-05
2023-09-30	$7,127,517	169,501	+1.0%	Shares	Sole	2023-11-08
2023-06-30	$7,603,786	167,854	+3.2%	Shares	Sole	2023-08-08
2023-03-31	$7,256,015	162,618	+15.6%	Shares	Sole	2023-05-12
2022-12-31	$6,429,842	140,666	+5.8%	Shares	Sole	2023-02-01
2022-09-30	$5,368,521	132,950	+9.9%	Shares	Sole	2022-11-14
2022-06-30	$5,054,545	121,009	-1.7%	Shares	Sole	2022-08-12
2022-03-31	$6,434,744	123,153	+22.6%	Shares	Sole	2022-07-21
2021-12-31	$4,759,188	100,426	+1.3%	Shares	Sole	2022-07-21
2021-09-30	$4,510,576	99,090	+7.1%	Shares	Sole	2022-07-26
2021-06-30	$4,413,213	92,559	-11.2%	Shares	Sole	2022-07-27
2021-03-31	$5,332,304	104,228	-6.6%	Shares	Sole	2022-07-27
2020-12-31	$4,575,682	111,602	+17.2%	Shares	Sole	2022-07-28
2020-09-30	$3,678,759	95,206	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.