Global Retirement Partners, LLC

Pension

Position in MO — Altria Group, Inc.

CIK 1749744 San Rafael, CA

Position in MO

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

Position Value

$7,544,892

+$2,251,359 QoQ

Shares Held

104,863

+14.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#376

of 2,530 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Defensive · as of Jun 30, 2026

Global Retirement Partners, LLC holds $23,461,133 across 5 Tobacco names. MO ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	69,525	$12,577,767
2	MO	Altria Group, Inc. This page	104,863	$7,544,892
3	BTI	British American Tobacco p.l.c.	53,121	$3,280,752
4	UVV	Universal Corp /Va/	648	$33,806
5	TPB	Turning Point Brands, Inc.	282	$23,916

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,544,892	104,863	+14.2%	Shares	Sole	2026-08-06
2025-12-31	$5,293,533	91,806	+74.3%	Shares	Sole	2026-02-06
2025-09-30	$3,478,917	52,663	-0.6%	Shares	Sole	2025-10-21
2025-06-30	$3,107,272	52,998	-30.3%	Shares	Sole	2025-08-12
2024-12-31	$3,973,412	75,988	-32.3%	Shares	Sole	2025-01-31
2024-09-30	$5,728,627	112,238	+8.8%	Shares	Sole	2024-10-16
2024-06-30	$4,700,258	103,189	+23.1%	Shares	Sole	2024-07-23
2024-03-31	$3,656,446	83,825	+5.0%	Shares	Sole	2024-04-23
2023-12-31	$3,220,180	79,826	+1.9%	Shares	Sole	2024-01-18
2023-09-30	$3,292,599	78,302	-14.6%	Shares	Sole	2023-10-13
2023-06-30	$4,152,198	91,660	+5.6%	Shares	Sole	2023-07-20
2023-03-31	$3,873,640	86,814	+18.8%	Shares	Sole	2023-05-08
2022-12-31	$3,341,263	73,097	+3.9%	Shares	Sole	2023-02-13
2022-09-30	$2,840,975	70,356	+16.8%	Shares	Sole	2022-11-03
2022-06-30	$2,516,642	60,250	+9.4%	Shares	Sole	2022-07-15
2022-03-31	$2,877,825	55,078	+56.9%	Shares	Sole	2022-07-14
2021-09-30	$1,598,070	35,107	+3.2%	Shares	Sole	2021-10-22
2021-06-30	$1,622,741	34,034	+6.9%	Shares	Sole	2021-07-15
2021-03-31	$1,629,036	31,842	-0.6%	Shares	Sole	2021-04-14
2020-12-31	$1,312,779	32,019	-19.0%	Shares	Sole	2021-01-13
2020-09-30	$1,526,975	39,518	-0.1%	Shares	Sole	2020-10-09
2020-06-30	$1,553,044	39,568	+1.2%	Shares	Sole	2020-07-13
2020-03-31	$1,512,538	39,114	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.