Concord Wealth Partners

Position in MO — Altria Group, Inc.

CIK 1814214 ABINGDON, VA

Position in MO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$675,610

+$58,538 QoQ

Shares Held

9,390

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,307

of 2,535 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Concord Wealth Partners holds $1,046,346 across 3 Tobacco names. MO ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	9,390	$675,610
2	BTI	British American Tobacco p.l.c.	5,335	$329,489
3	PM	Philip Morris International Inc.	228	$41,247

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$675,610	9,390	+0.4%	Shares	Sole	2026-07-27
2026-03-31	$617,072	9,351	+0.5%	Shares	Sole	2026-05-01
2025-12-31	$536,526	9,305	+0.4%	Shares	Sole	2026-01-29
2025-09-30	$612,178	9,267	+2.7%	Shares	Sole	2025-11-05
2025-06-30	$529,135	9,025	-0.4%	Shares	Sole	2025-07-25
2025-03-31	$543,781	9,060	+12.8%	Shares	Sole	2025-05-02
2024-12-31	$420,045	8,033	+30.0%	Shares	Sole	2025-01-24
2024-09-30	$315,274	6,177	+29.7%	Shares	Sole	2024-10-24
2024-06-30	$217,000	4,764	+2.3%	Shares	Sole	2024-07-31
2024-03-31	$203,181	4,658	-31.0%	Shares	Sole	2024-04-30
2023-12-31	$272,375	6,752	-39.8%	Shares	Sole	2024-04-30
2023-09-30	$471,464	11,212	-14.3%	Shares	Sole	2024-04-30
2023-06-30	$592,750	13,085	+52.4%	Shares	Sole	2023-08-08
2023-03-31	$383,151	8,587	-3.1%	Shares	Sole	2023-04-26
2022-12-31	$405,036	8,861	+25.0%	Shares	Sole	2023-01-30
2022-09-30	$286,132	7,086	+12.6%	Shares	Sole	2022-11-10
2022-06-30	$262,942	6,295	+22.9%	Shares	Sole	2022-08-04
2022-03-31	$267,520	5,120	+12.9%	Shares	Sole	2022-04-20
2021-12-31	$214,866	4,534	+46.2%	Shares	Sole	2022-01-21
2021-09-30	$141,157	3,101	-32.6%	Shares	Sole	2021-11-09
2021-06-30	$219,280	4,599	-12.7%	Shares	Sole	2021-07-29
2021-03-31	$269,459	5,267	+7.8%	Shares	Sole	2021-05-13
2020-12-31	$200,285	4,885	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.