Lido Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 1650150 Los Angeles, CA

Back to MO Full portfolio

Position in MO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$24,060,438

+$2,677,239 QoQ

Shares Held

334,405

+3.2% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#206

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Common Shares in MO Over Time

Shares Held

Position Value (USD)

Derivatives in MO

reported options exposure · as of Sep 30, 2024

CallValue

CallShares

PutValue

$9,376,048

PutShares

183,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

Lido Advisors, LLC holds $47,823,573 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	334,405	$24,060,438
2	PM	Philip Morris International Inc.	123,240	$22,295,347
3	BTI	British American Tobacco p.l.c.	23,766	$1,467,788

All Filings in MO

Export CSV

45 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,060,438	334,405	+3.2%	Shares	Defined	2026-08-07
2026-03-31	$21,383,199	324,037	-52.7%	Shares	Defined	2026-05-13
2025-12-31	$39,520,162	685,400	+0.3%	Shares	Defined	2026-02-10
2025-09-30	$45,151,810	683,497	+3.1%	Shares	Defined	2025-11-14
2025-06-30	$38,866,411	662,910	-7.0%	Shares	Defined	2025-08-13
2025-03-31	$42,775,172	712,682	-8.2%	Shares	Sole	2025-05-15
2024-12-31	$40,598,948	776,419	-18.3%	Shares	Defined	2025-02-14
2024-09-30	$48,525,309	950,731	+11.4%	Shares	Defined	2024-11-14
2024-09-30	$9,376,048	183,700	0.0%	Put	Sole	2024-11-14
2024-06-30	$38,866,402	853,269	-19.5%	Shares	Sole	2024-08-15
2024-06-30	$8,367,535	183,700	-14.6%	Put	Sole	2024-08-15
2024-03-31	$9,382,662	215,100	-1.1%	Put	Sole	2024-05-15
2024-03-31	$46,240,252	1,060,070	-4.3%	Shares	Defined	2024-05-15
2023-12-31	$44,707,812	1,108,275	-9.2%	Shares	Defined	2024-02-14
2023-12-31	$8,777,984	217,600	0.0%	Put	Sole	2024-02-14
2023-09-30	$9,150,080	217,600	+14.8%	Put	Sole	2023-11-14
2023-09-30	$51,308,820	1,220,186	+14.2%	Shares	Sole	2023-11-14
2023-06-30	$48,397,659	1,068,381	+2.4%	Shares	Defined	2023-08-09
2023-06-30	$8,588,880	189,600	+1.8%	Put	Sole	2023-08-09
2023-03-31	$46,563,379	1,043,554	-6.8%	Shares	Defined	2023-05-15
2023-03-31	$8,308,244	186,200	0.0%	Put	Sole	2023-05-15
2022-12-31	$51,184,502	1,119,766	+3.7%	Shares	Sole	2023-02-14
2022-12-31	$8,511,202	186,200	-0.1%	Put	Sole	2023-02-14
2022-09-30	$43,615,730	1,080,132	+2.9%	Shares	Defined	2022-11-14
2022-09-30	$7,522,794	186,300	0.0%	Put	Sole	2022-11-14
2022-06-30	$43,851,733	1,049,838	+1.3%	Shares	Sole	2022-08-15
2022-06-30	$7,781,751	186,300	+1625.0%	Put	Sole	2022-08-15
2022-03-31	$564,300	10,800	-2.7%	Put	Sole	2022-05-17
2022-03-31	$54,176,144	1,036,864	-3.6%	Shares	Sole	2022-05-17
2021-12-31	$526,029	11,100	0.0%	Put	Sole	2022-02-15
2021-12-31	$50,973,963	1,075,627	+6.0%	Shares	Sole	2022-02-15
2021-09-30	$46,201,662	1,014,975	+2.4%	Shares	Sole	2022-02-15
2021-09-30	$505,272	11,100	0.0%	Put	Sole	2022-02-15
2021-06-30	$47,278,343	991,576	+1.5%	Shares	Sole	2021-08-12
2021-06-30	$529,248	11,100	0.0%	Put	Sole	2021-08-12
2021-03-31	$49,961,474	976,573	-8.4%	Shares	Sole	2021-05-13
2021-03-31	$567,876	11,100	0.0%	Put	Sole	2021-11-12
2020-12-31	$455,100	11,100	0.0%	Put	Sole	2021-11-12
2020-12-31	$43,729,985	1,066,585	-0.5%	Shares	Sole	2021-02-08
2020-09-30	$428,904	11,100	0.0%	Put	Sole	2021-11-12
2020-09-30	$41,438,617	1,072,428	+2.0%	Shares	Sole	2020-11-12
2020-06-30	$435,675	11,100	0.0%	Put	Sole	2021-11-12
2020-06-30	$41,249,944	1,050,954	-6.1%	Shares	Sole	2020-08-12
2020-03-31	$429,237	11,100	—	Put	Sole	2021-11-12
2020-03-31	$43,262,410	1,118,759	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.