PERSONAL CFO SOLUTIONS, LLC

Position in MO — Altria Group, Inc.

CIK 1677501 CHESTER, NJ

Position in MO

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

Position Value

$2,583,508

+$200,940 QoQ

Shares Held

35,907

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#663

of 2,530 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Defensive · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $6,779,606 across 4 Tobacco names. MO ranks #2 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	15,533	$2,810,075
2	MO	Altria Group, Inc. This page	35,907	$2,583,508
3	BTI	British American Tobacco p.l.c.	18,663	$1,152,626
4	TPB	Turning Point Brands, Inc.	2,752	$233,397

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,583,508	35,907	-0.5%	Shares	Sole	2026-08-07
2026-03-31	$2,382,568	36,105	-23.7%	Shares	Sole	2026-04-30
2025-12-31	$2,726,914	47,293	-0.7%	Shares	Defined	2026-01-22
2025-09-30	$3,146,437	47,630	-0.6%	Shares	Defined	2025-11-10
2025-06-30	$2,808,318	47,899	-1.9%	Shares	Defined	2025-08-12
2025-03-31	$2,930,236	48,821	+1.3%	Shares	Defined	2025-04-30
2024-12-31	$2,520,900	48,210	-3.5%	Shares	Defined	2025-02-07
2024-09-30	$2,550,264	49,966	+6.2%	Shares	Defined	2024-11-14
2024-06-30	$2,142,899	47,045	+8.3%	Shares	Defined	2024-08-09
2024-03-31	$1,895,419	43,453	+66.1%	Shares	Defined	2024-05-13
2023-12-31	$1,055,455	26,164	+29.2%	Shares	Defined	2024-02-13
2023-09-30	$851,386	20,247	+0.2%	Shares	Defined	2023-11-13
2023-06-30	$915,105	20,201	+14.5%	Shares	Defined	2023-08-10
2023-03-31	$787,230	17,643	-0.6%	Shares	Defined	2023-05-09
2022-12-31	$811,215	17,747	+9.0%	Shares	Defined	2023-02-14
2022-09-30	$657,224	16,276	+1.1%	Shares	Defined	2022-11-01
2022-06-30	$672,288	16,095	+0.1%	Shares	Defined	2022-08-05
2022-03-31	$839,709	16,071	-2.8%	Shares	Defined	2022-05-02
2021-12-31	$783,214	16,527	-14.2%	Shares	Defined	2022-02-11
2021-09-30	$877,124	19,269	-1.7%	Shares	Defined	2021-11-18
2021-06-30	$934,671	19,603	-3.3%	Shares	Defined	2021-07-22
2021-03-31	$1,037,166	20,273	+0.1%	Shares	Defined	2021-04-21
2020-12-31	$830,373	20,253	+50.2%	Shares	Defined	2021-02-09
2020-09-30	$1,000	13,488	+4.1%	Shares	Defined	2020-11-02
2020-06-30	$508,444	12,954	+112.3%	Shares	Defined	2020-08-03
2020-03-31	$235,964	6,102	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.