Symphony Financial, Ltd. Co.

Position in MO — Altria Group, Inc.

CIK 1800687 HOUSTON, TX

Position in MO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,328,506

+$702,529 QoQ

Shares Held

87,957

+3.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#413

of 2,535 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $9,561,942 across 3 Tobacco names. MO ranks #1 (66.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	87,957	$6,328,506
2	PM	Philip Morris International Inc.	14,403	$2,605,646
3	BTI	British American Tobacco p.l.c.	10,165	$627,790

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,328,506	87,957	+3.2%	Shares	Sole	2026-08-04
2026-03-31	$5,625,977	85,255	-0.3%	Shares	Sole	2026-05-01
2025-12-31	$4,932,755	85,549	-25.0%	Shares	Sole	2026-02-11
2025-09-30	$7,532,491	114,025	-0.7%	Shares	Sole	2025-10-31
2025-06-30	$6,732,600	114,832	+322.6%	Shares	Sole	2025-08-15
2025-03-31	$1,630,923	27,173	-74.4%	Shares	Sole	2025-04-23
2024-12-31	$5,551,054	106,159	-24.5%	Shares	Sole	2025-01-24
2024-09-30	$7,178,724	140,649	+1.8%	Shares	Sole	2024-10-21
2024-06-30	$6,290,591	138,103	+12.2%	Shares	Sole	2024-07-18
2024-03-31	$5,368,008	123,063	+2.4%	Shares	Sole	2024-04-17
2023-12-31	$4,848,787	120,198	+6.9%	Shares	Sole	2024-01-18
2023-06-30	$5,092,263	112,412	+1.5%	Shares	Sole	2023-07-12
2023-03-31	$4,943,672	110,795	+7.1%	Shares	Sole	2023-05-03
2022-12-31	$4,727,145	103,416	+75.2%	Shares	Sole	2023-01-26
2022-09-30	$2,383,227	59,020	+77.4%	Shares	Sole	2022-10-28
2022-06-30	$1,389,353	33,262	-7.3%	Shares	Sole	2022-07-18
2022-03-31	$1,874,939	35,884	+10.7%	Shares	Sole	2022-05-13
2021-12-31	$1,535,530	32,402	+16.6%	Shares	Sole	2022-01-19
2021-09-30	$1,265,091	27,792	+11.0%	Shares	Sole	2021-10-12
2021-06-30	$1,193,907	25,040	+32.6%	Shares	Sole	2021-07-13
2021-03-31	$965,849	18,879	—	Shares	Sole	2021-04-15
No filing history on record for this holder in this stock.