AE Wealth Management LLC

Position in MO — Altria Group, Inc.

CIK 1697723 TOPEKA, KS

Position in MO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$49,442,923

+$18,337,377 QoQ

Shares Held

687,185

+45.8% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#136

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

AE Wealth Management LLC holds $141,925,035 across 4 Tobacco names. MO ranks #2 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	502,556	$90,917,367
2	MO	Altria Group, Inc. This page	687,185	$49,442,923
3	BTI	British American Tobacco p.l.c.	19,842	$1,225,437
4	UVV	Universal Corp /Va/	6,504	$339,308

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,442,923	687,185	+45.8%	Shares	Other	2026-08-03
2026-03-31	$31,105,546	471,368	-26.6%	Shares	Other	2026-05-13
2025-12-31	$37,018,554	642,015	-2.9%	Shares	Other	2026-01-26
2025-09-30	$43,657,642	660,879	+2.5%	Shares	Other	2025-11-03
2025-06-30	$37,791,001	644,568	-3.8%	Shares	Other	2025-08-06
2025-03-31	$40,210,922	669,959	+9.9%	Shares	Other	2025-05-06
2024-12-31	$31,871,047	609,506	+4.3%	Shares	Other	2025-02-13
2024-09-30	$29,825,317	584,352	-2.5%	Shares	Other	2024-11-14
2024-06-30	$27,289,176	599,104	+88.8%	Shares	Other	2024-08-12
2024-03-31	$13,845,065	317,402	-57.0%	Shares	Other	2024-05-15
2023-12-31	$29,803,958	738,819	+92.9%	Shares	Sole	2024-02-14
2023-09-30	$16,101,912	382,923	+21.1%	Shares	Sole	2023-10-11
2023-06-30	$14,326,532	316,259	+60.2%	Shares	Sole	2023-07-10
2023-03-31	$8,810,219	197,450	-44.2%	Shares	Sole	2023-04-14
2022-12-31	$16,175,946	353,882	+7.9%	Shares	Sole	2023-01-31
2022-09-30	$13,238,906	327,858	+40.6%	Shares	Sole	2022-10-25
2022-06-30	$9,742,058	233,231	+19.2%	Shares	Sole	2022-08-03
2022-03-31	$10,219,838	195,595	+14.9%	Shares	Sole	2022-04-18
2021-12-31	$8,064,924	170,182	+40.8%	Shares	Sole	2022-01-20
2021-09-30	$5,500,773	120,843	+21.1%	Shares	Sole	2021-11-01
2021-06-30	$4,756,604	99,761	+7.5%	Shares	Sole	2021-07-21
2021-03-31	$4,746,675	92,781	-26.3%	Shares	Sole	2021-04-27
2020-12-31	$5,159,604	125,844	-1.3%	Shares	Sole	2021-02-01
2020-09-30	$4,926,445	127,496	+0.7%	Shares	Sole	2020-11-06
2020-06-30	$4,968,657	126,590	-2.7%	Shares	Sole	2020-08-05
2020-03-31	$5,032,861	130,149	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.