BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in MO — Altria Group, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in MO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$519,263
+$43,014 QoQ
Shares Held
7,217
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,481
of 2,535 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $1,425,983 across 2 Tobacco names. MO ranks #2 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,012 | $906,720 | |
| 2 | MO |
Altria Group, Inc.
This page
|
7,217 | $519,263 |
All Filings in MO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,263 | 7,217 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $476,249 | 7,217 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $417,919 | 7,248 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $483,427 | 7,318 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $420,787 | 7,177 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $421,580 | 7,024 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $313,060 | 5,987 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $303,636 | 5,949 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $228,433 | 5,015 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $215,875 | 4,949 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $210,670 | 5,010 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $226,953 | 5,010 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $219,396 | 4,917 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $224,756 | 4,917 | Shares | Sole | 2023-01-13 | |
| 2022-06-30 | $205,383 | 4,917 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $297,668 | 5,697 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $276,994 | 5,845 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $261,239 | 5,739 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $500,020 | 10,487 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $588,084 | 11,495 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $270,395 | 6,595 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $215,263 | 5,571 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $288,683 | 7,355 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $551,820 | 14,270 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||