American Institute for Advanced Investment Management, LLP
Position in MO — Altria Group, Inc.
CIK 1805824
Scottsdale, AZ
Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$410,402
+$33,996 QoQ
Shares Held
5,704
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,627
of 2,535 holders
Holding Since
Dec 2020
23 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, 2026American Institute for Advanced Investment Management, LLP holds $690,993 across 2 Tobacco names. MO ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
5,704 | $410,402 | |
| 2 | PM |
Philip Morris International Inc.
|
1,551 | $280,591 |
All Filings in MO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,402 | 5,704 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $376,406 | 5,704 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $332,409 | 5,765 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $380,835 | 5,765 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $340,933 | 5,815 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $349,016 | 5,815 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $304,066 | 5,815 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $299,094 | 5,860 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $257,813 | 5,660 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $246,889 | 5,660 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $228,324 | 5,660 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $238,003 | 5,660 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $259,795 | 5,735 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $255,895 | 5,735 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $262,146 | 5,735 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $231,579 | 5,735 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $239,550 | 5,735 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $299,653 | 5,735 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $277,468 | 5,855 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $266,519 | 5,855 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $245,790 | 5,155 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $263,729 | 5,155 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $211,355 | 5,155 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||