West Branch Capital LLC

Position in MO — Altria Group, Inc.

CIK 1738723 AMHERST, MA

Position in MO

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$36,406

-$23,380 QoQ

Shares Held

506

-44.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,400

of 2,535 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

West Branch Capital LLC holds $1,568,894 across 2 Tobacco names. MO ranks #2 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	8,471	$1,532,488
2	MO	Altria Group, Inc. This page	506	$36,406

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,406	506	-44.2%	Shares	Sole	2026-07-10
2026-03-31	$59,786	906	0.0%	Shares	Sole	2026-04-14
2025-12-31	$52,239	906	-28.2%	Shares	Sole	2026-01-16
2025-09-30	$83,367	1,262	+39.3%	Shares	Sole	2025-10-21
2025-06-30	$53,118	906	-24.9%	Shares	Sole	2025-07-16
2025-03-31	$72,384	1,206	0.0%	Shares	Sole	2025-04-16
2024-12-31	$63,061	1,206	0.0%	Shares	Sole	2025-01-17
2024-09-30	$61,554	1,206	+0.5%	Shares	Sole	2024-10-18
2024-06-30	$54,660	1,200	-1.2%	Shares	Sole	2024-07-26
2024-03-31	$52,998	1,215	0.0%	Shares	Sole	2024-04-24
2023-12-31	$49,013	1,215	0.0%	Shares	Sole	2024-01-19
2023-09-30	$51,090	1,215	0.0%	Shares	Sole	2023-10-20
2023-06-30	$55,039	1,215	0.0%	Shares	Sole	2023-08-07
2023-03-31	$54,213	1,215	0.0%	Shares	Sole	2023-04-20
2022-12-31	$55,537	1,215	0.0%	Shares	Sole	2023-01-27
2022-09-30	$49,061	1,215	0.0%	Shares	Sole	2022-10-19
2022-06-30	$50,750	1,215	0.0%	Shares	Sole	2022-07-28
2022-03-31	$63,483	1,215	0.0%	Shares	Sole	2022-05-03
2021-12-31	$57,578	1,215	0.0%	Shares	Sole	2022-01-24
2021-09-30	$55,306	1,215	0.0%	Shares	Sole	2021-11-09
2021-06-30	$57,931	1,215	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.