Position in MO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$270,675
+$26,776 QoQ
Shares Held
3,762
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,952
of 2,535 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Altus Wealth Group LLC holds $477,093 across 2 Tobacco names. MO ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
3,762 | $270,675 | |
| 2 | PM |
Philip Morris International Inc.
|
1,141 | $206,418 |
All Filings in MO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,675 | 3,762 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $243,899 | 3,696 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $213,111 | 3,696 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $243,629 | 3,688 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $216,227 | 3,688 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $214,271 | 3,570 | Shares | Sole | 2025-04-25 | |
| 2020-12-31 | $37,802 | 922 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||