CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in MO — Altria Group, Inc.
CIK 1766904
RICHMOND, VA
Position in MO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$277,002
+$44,654 QoQ
Shares Held
3,850
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,938
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,563,129 across 4 Tobacco names. MO ranks #3 (10.8% of the industry book) .
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,002 | 3,850 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $232,348 | 3,521 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $183,183 | 3,177 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $210,992 | 3,194 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $180,869 | 3,085 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $188,158 | 3,135 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $125,963 | 2,409 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,181,447 | 42,740 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $1,949,856 | 42,807 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $1,944,796 | 44,585 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $1,354,897 | 33,587 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,244,384 | 29,593 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,130,688 | 24,960 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $814,002 | 18,243 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $840,012 | 18,377 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $776,265 | 19,224 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $682,480 | 16,339 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $668,800 | 12,800 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $581,475 | 12,270 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $560,396 | 12,311 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $607,824 | 12,748 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $592,177 | 11,575 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,804,492 | 44,012 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $549,731 | 14,227 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $368,047 | 9,377 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $203,558 | 5,264 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||