Elmwood Wealth Management, Inc.

Position in MO — Altria Group, Inc.

CIK 1731927 BERKELEY, CA

Position in MO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$371,477

+$60,071 QoQ

Shares Held

5,163

+9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,704

of 2,535 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Elmwood Wealth Management, Inc. holds $1,050,070 across 2 Tobacco names. MO ranks #2 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	3,751	$678,593
2	MO	Altria Group, Inc. This page	5,163	$371,477

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,477	5,163	+9.4%	Shares	Sole	2026-07-08
2026-03-31	$311,406	4,719	+1.4%	Shares	Sole	2026-04-09
2025-12-31	$268,407	4,655	-5.6%	Shares	Sole	2026-01-08
2025-09-30	$325,675	4,930	+8.4%	Shares	Sole	2025-11-06
2025-06-30	$266,766	4,550	0.0%	Shares	Sole	2025-07-28
2025-03-31	$273,091	4,550	0.0%	Shares	Sole	2025-04-28
2024-12-31	$237,919	4,550	0.0%	Shares	Sole	2025-01-13
2024-09-30	$232,232	4,550	0.0%	Shares	Sole	2024-10-11
2024-06-30	$207,252	4,550	-1.0%	Shares	Sole	2024-08-13
2024-03-31	$200,521	4,597	0.0%	Shares	Sole	2024-05-13
2023-06-30	$208,244	4,597	-0.4%	Shares	Sole	2023-08-10
2023-03-31	$206,010	4,617	+0.4%	Shares	Sole	2023-04-28
2022-12-31	$210,128	4,597	0.0%	Shares	Sole	2023-01-26
2022-03-31	$240,193	4,597	0.0%	Shares	Sole	2022-05-16
2021-12-31	$217,851	4,597	+13.6%	Shares	Sole	2022-02-08
2021-06-30	$192,960	4,047	0.0%	Shares	Sole	2021-08-13
2021-03-31	$207,044	4,047	+0.0%	Shares	Sole	2021-05-13
2020-09-30	$156,337	4,046	0.0%	Shares	Sole	2020-11-12
2020-06-30	$158,805	4,046	+1.1%	Shares	Sole	2020-08-13
2020-03-31	$154,680	4,000	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.