SHP Wealth Management

Position in MO — Altria Group, Inc.

CIK 1807060 PLYMOUTH, MA

Position in MO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$305,139

+$32,997 QoQ

Shares Held

4,241

+2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,852

of 2,530 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SHP Wealth Management holds $1,430,142 across 4 Tobacco names. MO ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	6,084	$1,100,656
2	MO	Altria Group, Inc. This page	4,241	$305,139
3	BTI	British American Tobacco p.l.c.	375	$23,160
4	TPB	Turning Point Brands, Inc.	14	$1,187

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,139	4,241	+2.8%	Shares	Sole	2026-08-11
2026-03-31	$272,142	4,124	-7.1%	Shares	Sole	2026-05-08
2025-12-31	$255,952	4,439	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.