Summit Financial, LLC

Position in MO — Altria Group, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in MO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,510,290

+$883,270 QoQ

Shares Held

76,585

+9.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#454

of 2,535 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial, LLC holds $12,115,216 across 3 Tobacco names. MO ranks #2 (45.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	35,006	$6,332,935
2	MO	Altria Group, Inc. This page	76,585	$5,510,290
3	BTI	British American Tobacco p.l.c.	4,404	$271,991

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,510,290	76,585	+9.2%	Shares	Sole	2026-08-12
2026-03-31	$4,627,020	70,117	+11.8%	Shares	Sole	2026-05-15
2025-12-31	$3,617,761	62,743	+1.3%	Shares	Sole	2026-02-13
2025-09-30	$4,090,633	61,923	+8.0%	Shares	Sole	2025-11-14
2025-06-30	$3,361,375	57,332	+51.4%	Shares	Sole	2025-08-13
2025-03-31	$2,272,117	37,856	+1.0%	Shares	Sole	2025-05-14
2024-12-31	$1,960,508	37,493	+23.9%	Shares	Sole	2025-02-12
2024-09-30	$1,544,674	30,264	+29.5%	Shares	Sole	2024-11-12
2024-06-30	$1,064,366	23,367	+155.9%	Shares	Sole	2024-07-31
2024-03-31	$398,337	9,132	+40.9%	Shares	Sole	2024-04-24
2023-12-31	$261,362	6,479	-0.6%	Shares	Sole	2024-02-06
2023-09-30	$274,123	6,519	-36.4%	Shares	Sole	2023-11-07
2023-06-30	$464,098	10,245	-3.4%	Shares	Sole	2023-08-11
2023-03-31	$473,328	10,608	+3.3%	Shares	Sole	2023-05-03
2022-12-31	$469,487	10,271	+0.6%	Shares	Sole	2023-02-07
2022-09-30	$412,360	10,212	+36.9%	Shares	Sole	2022-11-15
2022-06-30	$311,562	7,459	-10.5%	Shares	Sole	2022-08-12
2022-03-31	$435,347	8,332	+1.3%	Shares	Sole	2022-05-10
2021-12-31	$389,877	8,227	+1.7%	Shares	Sole	2022-02-07
2021-09-30	$368,211	8,089	—	Shares	Sole	2021-11-08
No filing history on record for this holder in this stock.