Golden State Wealth Management, LLC

Position in MO — Altria Group, Inc.

CIK 1776033 SANTA ANA, CA

Position in MO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$343,777

+$14,157 QoQ

Shares Held

4,778

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,768

of 2,535 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $816,433 across 3 Tobacco names. MO ranks #2 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	2,528	$457,340
2	MO	Altria Group, Inc. This page	4,778	$343,777
3	BTI	British American Tobacco p.l.c.	248	$15,316

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,777	4,778	-4.3%	Shares	Sole	2026-07-22
2026-03-31	$329,620	4,995	-1.5%	Shares	Sole	2026-04-28
2025-12-31	$292,393	5,071	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$335,452	5,078	+0.1%	Shares	Sole	2025-11-03
2025-06-30	$297,547	5,075	-10.5%	Shares	Sole	2025-08-06
2025-03-31	$340,433	5,672	+2.0%	Shares	Sole	2025-04-24
2024-12-31	$290,680	5,559	-17.8%	Shares	Sole	2025-01-28
2022-03-31	$353,262	6,761	-14.1%	Shares	Sole	2022-05-19
2021-12-31	$373,006	7,871	+4.4%	Shares	Sole	2022-02-14
2021-09-30	$343,220	7,540	-8.6%	Shares	Sole	2021-11-15
2021-06-30	$393,407	8,251	+5.3%	Shares	Sole	2021-08-12
2021-03-31	$401,043	7,839	-30.0%	Shares	Sole	2021-05-14
2020-12-31	$459,200	11,200	-32.8%	Shares	Sole	2021-01-28
2020-09-30	$644,437	16,678	+56.4%	Shares	Sole	2020-11-12
2020-06-30	$418,444	10,661	-51.3%	Shares	Sole	2020-08-11
2020-03-31	$846,138	21,881	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.