Bogart Wealth, LLC

Position in MO — Altria Group, Inc.

CIK 1715740 MCLEAN, VA

Position in MO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,479,972

+$285,871 QoQ

Shares Held

34,468

+3.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#683

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

Bogart Wealth, LLC holds $18,443,813 across 4 Tobacco names. MO ranks #2 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	85,694	$15,502,901
2	MO	Altria Group, Inc. This page	34,468	$2,479,972
3	BTI	British American Tobacco p.l.c.	7,210	$445,289
4	UVV	Universal Corp /Va/	300	$15,651

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,479,972	34,468	+3.7%	Shares	Sole	2026-07-24
2026-03-31	$2,194,101	33,249	+0.7%	Shares	Sole	2026-04-28
2025-12-31	$1,903,760	33,017	-0.1%	Shares	Sole	2026-01-30
2025-09-30	$2,184,009	33,061	+0.1%	Shares	Sole	2025-10-27
2025-06-30	$1,937,135	33,040	-0.4%	Shares	Sole	2025-07-30
2025-03-31	$1,991,703	33,184	+1.8%	Shares	Sole	2025-05-02
2024-12-31	$1,705,176	32,610	+0.4%	Shares	Sole	2025-01-30
2024-09-30	$1,658,340	32,491	-31.1%	Shares	Sole	2024-10-23
2024-06-30	$2,149,367	47,187	-9.9%	Shares	Sole	2024-07-31
2024-03-31	$2,285,469	52,395	-6.3%	Shares	Sole	2024-04-25
2023-12-31	$2,256,095	55,927	+0.0%	Shares	Sole	2024-02-07
2023-09-30	$2,350,679	55,902	+0.7%	Shares	Sole	2023-10-30
2023-06-30	$2,515,599	55,532	+1938.6%	Shares	Sole	2023-07-31
2023-03-31	$121,544	2,724	+6.0%	Shares	Sole	2023-04-21
2022-12-31	$117,474	2,570	0.0%	Shares	Sole	2023-02-06
2022-09-30	$103,776	2,570	-30.4%	Shares	Sole	2022-11-03
2022-06-30	$154,131	3,690	+15.4%	Shares	Sole	2022-07-22
2022-03-31	$167,095	3,198	-10.6%	Shares	Sole	2022-04-22
2021-12-31	$169,608	3,579	-96.7%	Shares	Sole	2022-01-19
2021-09-30	$4,933,138	108,373	+9.1%	Shares	Sole	2021-10-15
2021-06-30	$4,736,292	99,335	+18.6%	Shares	Sole	2021-08-06
2021-03-31	$4,286,338	83,783	+45.2%	Shares	Sole	2021-04-16
2020-12-31	$2,365,208	57,688	+12.6%	Shares	Sole	2021-01-14
2020-09-30	$1,980,300	51,250	-0.5%	Shares	Sole	2020-10-06
2020-06-30	$2,022,395	51,526	+2.7%	Shares	Sole	2020-07-08
2020-03-31	$1,940,344	50,177	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.