BRANDYWINE OAK PRIVATE WEALTH LLC
Position in MO — Altria Group, Inc.
CIK 1764694
Kennett Square, PA
Position in MO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$418,461
+$34,532 QoQ
Shares Held
5,816
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,615
of 2,535 holders
Holding Since
Mar 2020
23 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, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $418,461 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
|
5,816 | $418,461 |
All Filings in MO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,461 | 5,816 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $383,929 | 5,818 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $330,910 | 5,739 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $371,653 | 5,626 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $315,253 | 5,377 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $311,083 | 5,183 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $374,814 | 7,168 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $210,897 | 4,132 | Shares | Sole | 2024-11-07 | |
| 2023-09-30 | $259,995 | 6,183 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $263,600 | 5,819 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $259,019 | 5,805 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $257,895 | 5,642 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $227,218 | 5,627 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $242,809 | 5,813 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $279,694 | 5,353 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $248,370 | 5,241 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $240,300 | 5,279 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $236,159 | 4,953 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $286,240 | 5,595 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $277,570 | 6,770 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $254,714 | 6,592 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $273,847 | 6,977 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $269,800 | 6,977 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||