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Cresset Asset Management, LLC

Position in MO — Altria Group, Inc.

CIK 1761013 Chicago, IL

Position in MO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$18,642,173
+$1,611,012 QoQ
Shares Held
259,099
+0.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#230
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 83% Shared 0% None 17%

Common Shares in MO Over Time

Shares Held

Position Value (USD)

Derivatives in MO

reported options exposure · as of Sep 30, 2024
CallValue
$0
CallShares
0
PutValue
$1,031,008
PutShares
20,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

Cresset Asset Management, LLC holds $46,385,404 across 3 Tobacco names. MO ranks #2 (40.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MO
Altria Group, Inc.
This page
259,099 $18,642,173

All Filings in MO

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31 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,642,173 259,099
2026-03-31 $17,031,161 258,087
2025-12-31 $16,499,005 286,143
2025-09-30 $19,006,188 287,711
2025-06-30 $16,051,369 273,774
2025-03-31 $17,300,044 288,238
2024-12-31 $7,610,652 145,547
2024-09-30 $1,031,008 20,200
2024-09-30 $15,589,350 305,434
2024-06-30 $920,110 20,200
2024-06-30 $12,398,618 272,198
2024-03-31 $9,651,186 221,256
2024-03-31 $1,369,668 31,400
2023-12-31 $7,716,396 191,284
2023-12-31 $1,266,676 31,400
2023-09-30 $1,320,370 31,400
2023-09-30 $8,309,921 197,620
2023-06-30 $6,384,582 140,940
2023-03-31 $3,792,164 84,988
2022-12-31 $4,007,715 87,677
2022-09-30 $4,075,028 100,917
2022-06-30 $3,423,302 81,956
2022-03-31 $3,919,324 75,011
2021-12-31 $3,248,063 68,539
2021-09-30 $2,807,446 61,675
2021-06-30 $2,937,135 61,601
2021-03-31 $3,548,457 69,360
2020-12-31 $2,497,064 60,904
2020-09-30 $3,056,462 79,101
2020-06-30 $3,030,492 77,210
2020-03-31 $3,827,479 98,978