ACT WEALTH MANAGEMENT, LLC

Position in MO — Altria Group, Inc.

CIK 1814191 PLANO, TX

Position in MO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$381,766

+$26,344 QoQ

Shares Held

5,306

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#1,685

of 2,535 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ACT WEALTH MANAGEMENT, LLC holds $684,609 across 2 Tobacco names. MO ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc. This page	5,306	$381,766
2	PM	Philip Morris International Inc.	1,674	$302,843

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,766	5,306	-1.5%	Shares	Sole	2026-07-08
2026-03-31	$355,422	5,386	+1.1%	Shares	Sole	2026-04-14
2025-12-31	$307,097	5,326	+10.4%	Shares	Sole	2026-01-15
2025-09-30	$318,739	4,825	-1.5%	Shares	Sole	2025-10-06
2025-06-30	$287,287	4,900	-15.6%	Shares	Sole	2025-07-09
2025-03-31	$348,596	5,808	+1.9%	Shares	Sole	2025-04-11
2024-12-31	$297,948	5,698	+1.8%	Shares	Sole	2025-01-17
2024-09-30	$285,772	5,599	+4.5%	Shares	Sole	2024-10-08
2024-06-30	$244,102	5,359	+3.7%	Shares	Sole	2024-07-11
2024-03-31	$225,428	5,168	+8.1%	Shares	Sole	2024-04-10
2023-09-30	$200,956	4,779	+2.4%	Shares	Sole	2023-10-11
2023-06-30	$211,505	4,669	+0.9%	Shares	Sole	2023-07-14
2023-03-31	$206,501	4,628	+0.9%	Shares	Sole	2023-04-13
2022-12-31	$209,671	4,587	+2.0%	Shares	Sole	2023-01-20
2022-03-31	$234,968	4,497	0.0%	Shares	Sole	2022-04-12
2021-12-31	$213,112	4,497	0.0%	Shares	Sole	2022-01-31
2021-09-30	$204,703	4,497	0.0%	Shares	Sole	2021-10-12
2021-06-30	$214,416	4,497	0.0%	Shares	Sole	2021-07-20
2021-03-31	$230,066	4,497	—	Shares	Sole	2021-04-08
No filing history on record for this holder in this stock.