NewEdge Wealth, LLC

Position in MO — Altria Group, Inc.

CIK 1861796 STAMFORD, CT

Position in MO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,298,724

+$120,238 QoQ

Shares Held

59,746

-5.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#521

of 2,535 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

NewEdge Wealth, LLC holds $20,250,722 across 3 Tobacco names. MO ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	60,585	$10,960,432
2	BTI	British American Tobacco p.l.c.	80,822	$4,991,566
3	MO	Altria Group, Inc. This page	59,746	$4,298,724

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,298,724	59,746	-5.6%	Shares	Sole	2026-08-10
2026-03-31	$4,178,486	63,320	-9.1%	Shares	Sole	2026-05-13
2025-12-31	$4,017,402	69,674	+25.8%	Shares	Sole	2026-02-03
2025-09-30	$3,657,610	55,368	+3.6%	Shares	Sole	2025-11-07
2025-06-30	$3,132,307	53,425	+8.7%	Shares	Sole	2025-08-11
2025-03-31	$2,949,622	49,144	+1.3%	Shares	Sole	2025-05-09
2024-12-31	$2,536,849	48,515	+2.6%	Shares	Sole	2025-02-05
2024-09-30	$2,413,885	47,294	+4.9%	Shares	Sole	2024-11-12
2024-06-30	$2,053,348	45,079	-2.4%	Shares	Sole	2024-08-02
2024-03-31	$2,014,851	46,191	+12.8%	Shares	Sole	2024-05-06
2023-12-31	$1,652,568	40,966	+2.4%	Shares	Sole	2024-01-29
2023-09-30	$1,681,873	39,997	+3.4%	Shares	Sole	2023-11-08
2023-06-30	$1,752,249	38,681	+1.9%	Shares	Sole	2023-08-09
2023-03-31	$1,693,239	37,948	+3.1%	Shares	Sole	2023-05-08
2022-12-31	$1,681,990	36,797	+2.5%	Shares	Sole	2023-02-14
2022-09-30	$1,449,722	35,902	+15.2%	Shares	Sole	2022-11-14
2022-06-30	$1,302,137	31,174	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.