HCR Wealth Advisors

Position in MO — Altria Group, Inc.

CIK 1697715 LOS ANGELES, CA

Position in MO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,449,720

+$123,519 QoQ

Shares Held

20,149

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#883

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HCR Wealth Advisors holds $2,875,739 across 3 Tobacco names. MO ranks #1 (50.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	20,149	$1,449,720
2	PM	Philip Morris International Inc.	6,364	$1,151,311
3	BTI	British American Tobacco p.l.c.	4,448	$274,708

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,449,720	20,149	+0.3%	Shares	Sole	2026-07-13
2026-03-31	$1,326,201	20,097	-0.8%	Shares	Sole	2026-04-21
2025-12-31	$1,168,249	20,261	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$1,336,988	20,239	-4.9%	Shares	Sole	2025-10-03
2025-06-30	$1,247,470	21,277	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$1,275,665	21,254	+0.1%	Shares	Sole	2025-04-21
2024-12-31	$1,110,012	21,228	+0.2%	Shares	Sole	2025-01-14
2024-09-30	$1,081,588	21,191	-0.3%	Shares	Sole	2024-10-10
2024-06-30	$968,620	21,265	+0.1%	Shares	Sole	2024-08-07
2024-03-31	$926,401	21,238	+0.6%	Shares	Sole	2024-05-10
2023-12-31	$851,577	21,110	+20.7%	Shares	Sole	2024-02-09
2023-09-30	$735,454	17,490	+1.3%	Shares	Sole	2023-10-20
2023-06-30	$782,195	17,267	-2.3%	Shares	Sole	2023-08-10
2023-03-31	$788,346	17,668	+0.2%	Shares	Sole	2023-05-12
2022-12-31	$806,050	17,634	+4.0%	Shares	Sole	2023-02-13
2022-09-30	$684,723	16,957	-0.2%	Shares	Sole	2022-11-07
2022-06-30	$710,048	16,999	+0.1%	Shares	Sole	2022-08-12
2022-03-31	$887,518	16,986	+0.1%	Shares	Sole	2022-05-05
2021-12-31	$804,303	16,972	-3.3%	Shares	Sole	2022-02-04
2021-09-30	$799,240	17,558	+0.1%	Shares	Sole	2021-11-02
2021-06-30	$836,497	17,544	+0.1%	Shares	Sole	2021-07-21
2021-03-31	$896,834	17,530	-23.4%	Shares	Sole	2021-05-13
2020-12-31	$938,121	22,881	0.0%	Shares	Sole	2021-02-04
2020-09-30	$884,121	22,881	0.0%	Shares	Sole	2020-11-05
2020-06-30	$898,079	22,881	-3.5%	Shares	Sole	2020-07-30
2020-03-31	$916,633	23,704	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.