One Wealth Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 1725297 SAN FRANCISCO, CA

Position in MO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$835,843

+$52,608 QoQ

Shares Held

11,617

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,159

of 2,535 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

One Wealth Advisors, LLC holds $1,582,639 across 2 Tobacco names. MO ranks #1 (52.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc. This page	11,617	$835,843
2	PM	Philip Morris International Inc.	4,128	$746,796

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$835,843	11,617	-2.1%	Shares	Sole	2026-08-06
2026-03-31	$783,235	11,869	+4.7%	Shares	Sole	2026-04-21
2025-12-31	$653,864	11,340	+17.0%	Shares	Sole	2026-02-02
2025-09-30	$640,319	9,693	+1.5%	Shares	Sole	2025-11-03
2025-06-30	$559,799	9,548	+1.3%	Shares	Sole	2025-07-17
2025-03-31	$565,868	9,428	-1.4%	Shares	Sole	2025-05-06
2024-12-31	$500,206	9,566	+6.4%	Shares	Sole	2025-01-24
2024-09-30	$458,798	8,989	-0.6%	Shares	Sole	2024-10-16
2024-06-30	$411,999	9,045	+1.1%	Shares	Sole	2024-08-13
2024-03-31	$390,268	8,947	+5.1%	Shares	Sole	2024-04-15
2023-12-31	$343,293	8,510	-3.1%	Shares	Sole	2024-02-13
2023-09-30	$369,241	8,781	+17.8%	Shares	Sole	2023-11-01
2023-06-30	$337,575	7,452	-4.7%	Shares	Sole	2023-08-14
2023-03-31	$348,839	7,818	0.0%	Shares	Sole	2023-05-15
2022-12-31	$357,360	7,818	+44.1%	Shares	Sole	2023-02-14
2022-09-30	$219,142	5,427	-17.3%	Shares	Sole	2022-11-14
2021-06-30	$312,923	6,563	+4.7%	Shares	Sole	2021-08-16
2021-03-31	$320,773	6,270	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.