Measured Wealth Private Client Group, LLC
Position in MO — Altria Group, Inc.
CIK 1720235
PORTSMOUTH, NH
Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,499,653
+$170,879 QoQ
Shares Held
20,843
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#863
of 2,535 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $1,553,383 across 2 Tobacco names. MO ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
20,843 | $1,499,653 | |
| 2 | PM |
Philip Morris International Inc.
|
297 | $53,730 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,499,653 | 20,843 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,328,774 | 20,136 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,169,690 | 20,286 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,084,969 | 16,424 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $849,783 | 14,494 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||