Schneider Downs Wealth Management Advisors, LP
Position in MO — Altria Group, Inc.
CIK 1665359
Pittsburgh, PA
Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$345,791
+$28,644 QoQ
Shares Held
4,806
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,764
of 2,535 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Schneider Downs Wealth Management Advisors, LP holds $634,885 across 2 Tobacco names. MO ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
4,806 | $345,791 | |
| 2 | PM |
Philip Morris International Inc.
|
1,598 | $289,094 |
All Filings in MO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,791 | 4,806 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $317,147 | 4,806 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $277,575 | 4,814 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $317,484 | 4,806 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $271,925 | 4,638 | Shares | Sole | 2025-07-31 | |
| 2024-09-30 | $216,460 | 4,241 | Shares | Sole | 2024-11-06 | |
| 2022-03-31 | $216,210 | 4,138 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $200,838 | 4,238 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $211,121 | 4,638 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $238,712 | 4,666 | Shares | Sole | 2021-04-26 | |
| 2020-09-30 | $205,410 | 5,316 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $208,653 | 5,316 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $205,569 | 5,316 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||