Sterling Investment Advisors, Ltd.

Position in MO — Altria Group, Inc.

CIK 1701132 BERWYN, PA

Position in MO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$476,956

+$39,509 QoQ

Shares Held

6,629

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,532

of 2,535 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sterling Investment Advisors, Ltd. holds $775,457 across 2 Tobacco names. MO ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc. This page	6,629	$476,956
2	PM	Philip Morris International Inc.	1,650	$298,501

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$476,956	6,629	0.0%	Shares	Sole	2026-07-28
2026-03-31	$437,447	6,629	0.0%	Shares	Sole	2026-05-04
2025-12-31	$382,228	6,629	-0.0%	Shares	Sole	2026-02-09
2025-09-30	$437,977	6,630	0.0%	Shares	Sole	2025-10-28
2025-06-30	$388,716	6,630	-0.9%	Shares	Sole	2025-07-17
2025-03-31	$401,533	6,690	+0.9%	Shares	Sole	2025-05-07
2024-12-31	$346,682	6,630	+54.2%	Shares	Sole	2025-02-04
2024-09-30	$219,523	4,301	-12.8%	Shares	Sole	2024-10-24
2022-06-30	$205,967	4,931	-11.8%	Shares	Sole	2022-08-05
2022-03-31	$292,077	5,590	+0.1%	Shares	Sole	2022-05-03
2021-12-31	$264,625	5,584	+16.9%	Shares	Sole	2022-02-02
2021-09-30	$217,494	4,778	+0.1%	Shares	Sole	2021-11-09
2021-06-30	$227,528	4,772	+16.0%	Shares	Sole	2021-07-29
2021-03-31	$210,421	4,113	+0.1%	Shares	Sole	2021-05-04
2020-12-31	$168,510	4,110	+24.7%	Shares	Sole	2021-01-21
2020-09-30	$127,396	3,297	+0.1%	Shares	Sole	2020-10-26
2020-06-30	$129,250	3,293	+3.8%	Shares	Sole	2020-07-24
2020-03-31	$122,622	3,171	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.