Advisor OS, LLC

Position in MO — Altria Group, Inc.

CIK 1767580 CHICAGO, IL

Position in MO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$791,519

-$88,058 QoQ

Shares Held

11,001

-17.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,192

of 2,535 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Advisor OS, LLC holds $2,569,465 across 3 Tobacco names. MO ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	8,055	$1,457,229
2	MO	Altria Group, Inc. This page	11,001	$791,519
3	BTI	British American Tobacco p.l.c.	5,193	$320,717

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$791,519	11,001	-17.5%	Shares	Sole	2026-08-05
2026-03-31	$879,577	13,329	+6.6%	Shares	Sole	2026-05-08
2025-12-31	$720,920	12,503	-6.3%	Shares	Sole	2026-02-04
2025-09-30	$881,567	13,345	+21.1%	Shares	Sole	2025-11-12
2025-06-30	$646,100	11,020	+7.6%	Shares	Sole	2025-08-14
2025-03-31	$614,722	10,242	-1.5%	Shares	Sole	2025-05-06
2024-12-31	$543,813	10,400	+2.6%	Shares	Sole	2025-02-05
2024-09-30	$517,337	10,136	+8.5%	Shares	Sole	2024-11-04
2024-06-30	$425,571	9,343	+1.2%	Shares	Sole	2024-08-05
2024-03-31	$402,609	9,230	+28.2%	Shares	Sole	2024-05-09
2023-12-31	$290,324	7,197	+9.5%	Shares	Sole	2024-02-08
2023-09-30	$276,392	6,573	+16.0%	Shares	Sole	2023-11-03
2023-06-30	$256,621	5,665	+24.9%	Shares	Sole	2023-08-08
2023-03-31	$202,437	4,537	-3.1%	Shares	Sole	2023-04-25
2022-12-31	$213,965	4,681	+21.0%	Shares	Sole	2023-02-01
2022-03-31	$202,101	3,868	-8.2%	Shares	Sole	2022-05-11
2021-12-31	$199,651	4,213	+7.0%	Shares	Sole	2022-02-04
2021-03-31	$201,465	3,938	—	Shares	Other	2021-05-13
No filing history on record for this holder in this stock.