JEPPSON WEALTH MANAGEMENT, LLC

Position in MO — Altria Group, Inc.

CIK 1831263 MANHATTAN BEACH, CA

Position in MO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$264,056

-$5,843 QoQ

Shares Held

3,670

-10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,969

of 2,535 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $264,056 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc. This page	3,670	$264,056

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,056	3,670	-10.3%	Shares	Sole	2026-08-04
2026-03-31	$269,899	4,090	+0.4%	Shares	Sole	2026-04-14
2025-12-31	$234,906	4,074	+9.1%	Shares	Sole	2026-01-27
2025-09-30	$246,734	3,735	-14.8%	Shares	Sole	2025-10-15
2025-06-30	$257,092	4,385	-4.4%	Shares	Sole	2025-07-15
2025-03-31	$275,191	4,585	-4.7%	Shares	Sole	2025-04-24
2024-12-31	$251,514	4,810	+2.1%	Shares	Sole	2025-01-22
2024-09-30	$240,398	4,710	0.0%	Shares	Sole	2024-11-05
2024-06-30	$214,540	4,710	0.0%	Shares	Sole	2024-08-05
2024-03-31	$205,450	4,710	-16.6%	Shares	Sole	2024-04-17
2023-12-31	$227,921	5,650	-5.0%	Shares	Sole	2024-01-11
2023-09-30	$250,197	5,950	0.0%	Shares	Sole	2023-10-25
2023-06-30	$269,535	5,950	0.0%	Shares	Sole	2023-07-31
2023-03-31	$265,489	5,950	0.0%	Shares	Sole	2023-04-28
2022-12-31	$271,974	5,950	-1.7%	Shares	Sole	2023-01-27
2022-09-30	$244,299	6,050	+15.2%	Shares	Sole	2022-10-20
2022-06-30	$219,334	5,251	+10.5%	Shares	Sole	2022-08-03
2022-03-31	$248,187	4,750	+171.4%	Shares	Sole	2022-04-27
2020-09-30	$67,620	1,750	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.