CBIZ Investment Advisory Services, LLC

Position in MO — Altria Group, Inc.

CIK 1795934 INDEPENDENCE, OH

Position in MO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$53,243

+$4,411 QoQ

Shares Held

740

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,367

of 2,535 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

CBIZ Investment Advisory Services, LLC holds $77,484 across 2 Tobacco names. MO ranks #1 (68.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc. This page	740	$53,243
2	PM	Philip Morris International Inc.	134	$24,241

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,243	740	0.0%	Shares	Sole	2026-08-13
2026-03-31	$48,832	740	-20.5%	Shares	Sole	2026-05-12
2025-12-31	$53,681	931	-4.4%	Shares	Sole	2026-02-09
2025-09-30	$64,342	974	+16.1%	Shares	Sole	2025-11-06
2025-06-30	$49,190	839	+15.7%	Shares	Sole	2025-08-11
2025-03-31	$43,514	725	+4.0%	Shares	Sole	2025-06-03
2024-12-31	$36,446	697	+895.7%	Shares	Sole	2025-02-10
2024-09-30	$3,572	70	0.0%	Shares	Sole	2024-11-12
2024-06-30	$3,188	70	-74.1%	Shares	Sole	2024-08-09
2024-03-31	$11,777	270	—	Shares	Sole	2024-05-13
2021-09-30	$3,186	70	0.0%	Principal	Sole	2021-11-12
2021-06-30	$3,337	70	0.0%	Principal	Sole	2021-08-16
2021-03-31	$3,581	70	0.0%	Principal	Sole	2021-05-17
2020-12-31	$2,870	70	0.0%	Principal	Sole	2021-02-16
2020-09-30	$2,704	70	-91.8%	Principal	Sole	2020-11-13
2020-06-30	$33,441	852	0.0%	Principal	Sole	2020-08-14
2020-03-31	$32,946	852	—	Principal	Sole	2020-05-15
No filing history on record for this holder in this stock.