MinichMacGregor Wealth Management, LLC
Position in MO — Altria Group, Inc.
CIK 1744318
Saratoga Springs, NY
Position in MO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$225,563
-$9,459 QoQ
Shares Held
3,135
-23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,108
of 2,535 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026MinichMacGregor Wealth Management, LLC holds $225,563 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
3,135 | $225,563 |
All Filings in MO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,563 | 3,135 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $235,022 | 4,076 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $281,944 | 4,268 | Shares | Sole | 2025-10-28 | |
| 2022-12-31 | $60,200 | 1,317 | Shares | Sole | 2023-01-09 | |
| 2020-03-31 | $194,007 | 5,017 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||