Aptus Capital Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 1664193 FAIRHOPE, AL

Position in MO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$21,895,967

+$2,394,142 QoQ

Shares Held

304,322

+3.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#213

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Consumer Defensive · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $28,244,633 across 3 Tobacco names. MO ranks #1 (77.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	304,322	$21,895,967
2	PM	Philip Morris International Inc.	33,752	$6,106,073
3	BTI	British American Tobacco p.l.c.	3,928	$242,593

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,895,967	304,322	+3.0%	Shares	Sole	2026-08-12
2026-03-31	$19,501,825	295,527	-1.2%	Shares	Other	2026-05-11
2025-12-31	$17,246,048	299,099	+2.3%	Shares	Sole	2026-02-13
2025-09-30	$19,308,082	292,281	+5.3%	Shares	Sole	2025-11-12
2025-06-30	$16,276,977	277,622	+9.1%	Shares	Sole	2025-08-11
2025-03-31	$15,277,190	254,535	+8.7%	Shares	Sole	2025-05-13
2024-12-31	$12,238,787	234,056	+18.9%	Shares	Sole	2025-02-14
2024-09-30	$10,046,866	196,843	+19.4%	Shares	Sole	2024-11-05
2024-06-30	$7,508,370	164,838	+28.3%	Shares	Sole	2024-07-31
2024-03-31	$5,603,163	128,454	+11.6%	Shares	Sole	2024-05-15
2023-12-31	$4,643,334	115,105	-2.7%	Shares	Sole	2024-02-13
2023-09-30	$4,976,112	118,338	-4.5%	Shares	Other	2023-11-08
2023-06-30	$5,611,084	123,865	-6.2%	Shares	Sole	2023-08-11
2023-03-31	$5,893,631	132,085	-6.5%	Shares	Sole	2023-05-09
2022-12-31	$6,458,730	141,298	+94.4%	Shares	Sole	2023-02-13
2022-09-30	$2,934,534	72,673	+35.1%	Shares	Sole	2022-11-02
2022-06-30	$2,246,473	53,782	+408.0%	Shares	Sole	2022-07-29
2022-03-31	$553,170	10,587	+35.6%	Shares	Sole	2022-05-04
2021-12-31	$369,925	7,806	-16.3%	Shares	Sole	2022-02-02
2021-09-30	$424,519	9,326	+3.4%	Shares	Sole	2021-10-27
2021-06-30	$429,834	9,015	+7.7%	Shares	Sole	2021-07-27
2021-03-31	$428,208	8,370	+1.2%	Shares	Sole	2021-05-06
2020-12-31	$338,947	8,267	-15.7%	Shares	Sole	2021-02-10
2020-09-30	$379,097	9,811	-15.3%	Shares	Sole	2020-10-19
2020-06-30	$454,397	11,577	-82.1%	Shares	Sole	2020-07-22
2020-03-31	$2,495,027	64,521	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.