WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in MO — Altria Group, Inc.

CIK 1812177 HIGHLAND PARK, IL

Position in MO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$8,271,084

+$757,661 QoQ

Shares Held

114,956

+1.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

5.84%

of 13F equity value

Holder Rank

#352

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $8,773,637 across 3 Tobacco names. MO ranks #1 (94.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	114,956	$8,271,084
2	BTI	British American Tobacco p.l.c.	4,420	$272,979
3	PM	Philip Morris International Inc.	1,269	$229,574

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,271,084	114,956	+1.0%	Shares	Sole	2026-07-20
2026-03-31	$7,513,423	113,857	+1.8%	Shares	Sole	2026-04-30
2025-12-31	$6,448,117	111,830	+0.5%	Shares	Sole	2026-02-12
2025-09-30	$7,350,892	111,276	-5.5%	Shares	Sole	2025-11-12
2025-06-30	$6,904,034	117,756	+0.3%	Shares	Sole	2025-08-12
2025-03-31	$7,043,286	117,349	+0.3%	Shares	Sole	2025-05-08
2024-12-31	$6,119,289	117,026	+3.7%	Shares	Sole	2025-02-12
2024-09-30	$5,761,395	112,880	+1.4%	Shares	Sole	2024-11-14
2024-06-30	$5,068,211	111,267	-1.4%	Shares	Sole	2024-08-12
2024-03-31	$4,924,567	112,897	+58.4%	Shares	Sole	2024-05-14
2023-12-31	$2,875,757	71,288	-37.5%	Shares	Sole	2024-02-13
2023-09-30	$4,794,961	114,030	+3.5%	Shares	Sole	2023-11-14
2023-06-30	$4,991,108	110,179	+2.5%	Shares	Sole	2023-08-11
2023-03-31	$4,796,516	107,497	+11.5%	Shares	Sole	2023-05-12
2022-12-31	$4,404,935	96,367	-2.4%	Shares	Sole	2023-02-14
2022-09-30	$3,987,242	98,743	+4.1%	Shares	Sole	2022-11-01
2022-06-30	$3,960,756	94,823	+13.7%	Shares	Sole	2022-08-09
2022-03-31	$4,357,179	83,391	+3.2%	Shares	Sole	2022-05-13
2021-12-31	$3,828,543	80,788	-12.4%	Shares	Sole	2022-02-10
2021-09-30	$4,199,447	92,255	+5.2%	Shares	Sole	2021-11-15
2021-06-30	$4,179,485	87,657	+1.7%	Shares	Sole	2021-08-16
2021-03-31	$4,408,099	86,163	+1.9%	Shares	Sole	2021-05-17
2020-12-31	$3,466,386	84,546	+0.5%	Shares	Sole	2021-02-19
2020-09-30	$3,249,585	84,099	+3.6%	Shares	Sole	2020-11-13
2020-06-30	$3,184,941	81,145	+0.3%	Shares	Sole	2020-08-18
2020-03-31	$3,127,126	80,867	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.