Avion Wealth

Position in MO — Altria Group, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in MO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$182,896

+$24,059 QoQ

Shares Held

2,542

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,219

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Avion Wealth holds $278,888 across 3 Tobacco names. MO ranks #1 (65.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	2,542	$182,896
2	PM	Philip Morris International Inc.	321	$58,072
3	BTI	British American Tobacco p.l.c.	614	$37,920

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$182,896	2,542	+5.6%	Shares	Sole	2026-07-31
2026-03-31	$158,837	2,407	+8.3%	Shares	Sole	2026-05-01
2025-12-31	$128,178	2,223	-1.0%	Shares	Sole	2026-01-23
2025-09-30	$148,304	2,245	+0.4%	Shares	Sole	2025-10-24
2025-06-30	$131,155	2,237	+12.0%	Shares	Sole	2025-07-31
2025-03-31	$104	1,998	0.0%	Shares	Sole	2025-05-09
2024-12-31	$104,475	1,998	+2.1%	Shares	Sole	2025-01-29
2024-09-30	$99,885	1,957	-3.3%	Shares	Sole	2024-10-18
2024-06-30	$92,147	2,023	-8.9%	Shares	Sole	2024-07-26
2024-03-31	$96,836	2,220	+9.1%	Shares	Sole	2024-05-03
2023-12-31	$82,051	2,034	-0.5%	Shares	Sole	2024-01-26
2023-09-30	$85,950	2,044	+8.4%	Shares	Sole	2023-10-20
2023-06-30	$85,435	1,886	+17.7%	Shares	Sole	2023-07-14
2023-03-31	$71,525	1,603	-2.8%	Shares	Sole	2023-05-05
2022-12-31	$66	1,650	0.0%	Shares	Sole	2023-01-30
2022-09-30	$66,627	1,650	+13.8%	Shares	Sole	2022-10-31
2022-06-30	$60,566	1,450	+866.7%	Shares	Sole	2022-08-11
2022-03-31	$7,837	150	0.0%	Shares	Sole	2022-05-04
2021-12-31	$7,108	150	-57.1%	Shares	Sole	2022-01-26
2021-09-30	$15,932	350	+16.7%	Shares	Sole	2021-11-01
2021-06-30	$14,304	300	+200.0%	Shares	Sole	2021-07-27
2021-03-31	$5,116	100	-66.7%	Shares	Sole	2021-05-06
2020-12-31	$12,300	300	-15.5%	Shares	Sole	2021-01-26
2020-09-30	$13,717	355	+545.5%	Shares	Sole	2020-10-30
2020-06-30	$2,158	55	0.0%	Shares	Sole	2020-07-29
2020-03-31	$2,126	55	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.