Steward Partners Investment Advisory, LLC
Position in MO — Altria Group, Inc.
CIK 1723397
STAMFORD, CT
Position in MO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$11,344,868
+$2,742,400 QoQ
Shares Held
171,918
+15.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $38,351,858 across 6 Tobacco names. MO ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
148,924 | $24,623,094 | |
| 2 | MO |
Altria Group, Inc.
This page
|
171,918 | $11,344,868 | |
| 3 | BTI |
British American Tobacco p.l.c.
|
40,321 | $2,357,568 | |
| 4 | UVV |
Universal Corp /Va/
|
460 | $24,242 | |
| 5 | TPB |
Turning Point Brands, Inc.
|
24 | $2,082 | |
| 6 | XXII |
22nd Century Group, Inc.
|
2 | $4 |
All Filings in MO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,344,868 | 171,918 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,602,468 | 149,193 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,097,783 | 137,720 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,495,193 | 144,895 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,994,543 | 133,198 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,581,794 | 125,871 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,338,273 | 104,590 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,122,457 | 90,504 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,995,461 | 91,597 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,027,222 | 99,832 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,848,995 | 115,315 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,309,930 | 117,217 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,071,598 | 113,662 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,158,647 | 112,856 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,638,571 | 114,873 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,942,336 | 94,382 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,694,714 | 89,851 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,957,728 | 83,514 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,691,353 | 81,093 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,676,938 | 77,117 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,245,179 | 102,525 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,868,114 | 69,954 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,053,796 | 79,032 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,986,925 | 76,100 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,199,517 | 82,739 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||