SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in MO — Altria Group, Inc.
CIK 1794153
MINNEAPOLIS, MN
Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$366,945
+$29,737 QoQ
Shares Held
5,100
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,715
of 2,535 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $5,712,111 across 2 Tobacco names. MO ranks #2 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
29,546 | $5,345,166 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,100 | $366,945 |
All Filings in MO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,945 | 5,100 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $337,208 | 5,110 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $294,642 | 5,110 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $337,566 | 5,110 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $299,599 | 5,110 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $306,702 | 5,110 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $267,201 | 5,110 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $255,302 | 5,002 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $227,841 | 5,002 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $218,187 | 5,002 | Shares | Sole | 2024-05-03 | |
| 2023-06-30 | $203,940 | 4,502 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $200,879 | 4,502 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $205,786 | 4,502 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $213,023 | 4,077 | Shares | Sole | 2022-05-11 | |
| 2021-06-30 | $202,973 | 4,257 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $217,788 | 4,257 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||