Cornerstone Planning Group LLC

Position in MO — Altria Group, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in MO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$189,948

+$17,121 QoQ

Shares Held

2,640

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,218

of 2,541 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $702,626 across 5 Tobacco names. MO ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	2,440	$441,420
2	MO	Altria Group, Inc. This page	2,640	$189,948
3	BTI	British American Tobacco p.l.c.	848	$52,372
4	TPB	Turning Point Brands, Inc.	219	$18,573
5	UVV	Universal Corp /Va/	6	$313

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$189,948	2,640	+0.8%	Shares	Sole	2026-07-29
2026-03-31	$172,827	2,619	+5.8%	Shares	Sole	2026-05-06
2025-12-31	$142,766	2,476	+20533.3%	Shares	Sole	2026-02-02
2025-09-30	$792	12	-99.5%	Shares	Sole	2025-11-04
2025-06-30	$132,621	2,262	-3.6%	Shares	Sole	2025-08-11
2025-03-31	$140,806	2,346	+83.3%	Shares	Sole	2025-04-30
2024-12-31	$66,931	1,280	+4.9%	Shares	Sole	2025-01-29
2024-09-30	$62,268	1,220	-61.0%	Shares	Sole	2024-11-05
2024-06-30	$142,389	3,126	+493.2%	Shares	Sole	2024-08-13
2024-03-31	$22,987	527	+0.4%	Shares	Sole	2024-05-07
2023-12-31	$21,178	525	-30.6%	Shares	Sole	2024-02-12
2023-09-30	$31,789	756	-37.6%	Shares	Sole	2023-11-08
2023-06-30	$54,858	1,211	-37.2%	Shares	Sole	2023-08-15
2022-12-31	$88,083	1,927	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.