Strategic Investment Advisors / MI

Position in MO — Altria Group, Inc.

CIK 1760540 FARMINGTON HILLS, MI

Position in MO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,331,965

+$191,291 QoQ

Shares Held

60,208

-4.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#518

of 2,535 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $7,966,427 across 3 Tobacco names. MO ranks #1 (54.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	60,208	$4,331,965
2	PM	Philip Morris International Inc.	11,219	$2,029,629
3	BTI	British American Tobacco p.l.c.	25,985	$1,604,833

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,331,965	60,208	-4.0%	Shares	Sole	2026-08-14
2026-03-31	$4,140,674	62,747	+14.0%	Shares	Sole	2026-05-18
2025-12-31	$3,174,125	55,049	+1.3%	Shares	Sole	2026-02-17
2025-09-30	$3,591,417	54,366	-3.2%	Shares	Sole	2025-12-17
2025-06-30	$3,294,419	56,190	+2.9%	Shares	Sole	2025-08-15
2025-03-31	$3,276,071	54,583	-3.0%	Shares	Sole	2025-04-23
2024-12-31	$2,943,404	56,290	-0.0%	Shares	Sole	2025-01-22
2024-09-30	$2,873,858	56,306	+4.0%	Shares	Sole	2024-10-21
2024-06-30	$2,467,170	54,164	+1.3%	Shares	Sole	2024-07-23
2024-03-31	$2,333,233	53,490	+8.9%	Shares	Sole	2024-04-23
2023-12-31	$1,982,226	49,138	+47.3%	Shares	Sole	2024-01-10
2023-09-30	$1,403,082	33,367	+139.3%	Shares	Sole	2023-10-25
2020-12-31	$571,663	13,943	+103.1%	Shares	Sole	2021-01-13
2020-03-31	$265,508	6,866	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.