Ervin Investment Management, LLC

Position in MO — Altria Group, Inc.

CIK 1907802 SEATTLE, WA

Position in MO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$345,431

-$7,681 QoQ

Shares Held

4,801

-10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,765

of 2,535 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Ervin Investment Management, LLC holds $1,522,974 across 2 Tobacco names. MO ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	6,509	$1,177,543
2	MO	Altria Group, Inc. This page	4,801	$345,431

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,431	4,801	-10.3%	Shares	Sole	2026-07-14
2026-03-31	$353,112	5,351	0.0%	Shares	Sole	2026-04-08
2025-12-31	$308,538	5,351	-1.8%	Shares	Sole	2026-01-23
2025-09-30	$360,093	5,451	0.0%	Shares	Sole	2025-10-07
2025-06-30	$319,592	5,451	-4.4%	Shares	Sole	2025-07-22
2025-03-31	$342,114	5,700	0.0%	Shares	Sole	2025-04-09
2024-12-31	$298,053	5,700	0.0%	Shares	Sole	2025-01-16
2024-09-30	$290,928	5,700	0.0%	Shares	Sole	2024-10-16
2024-06-30	$259,635	5,700	0.0%	Shares	Sole	2024-07-22
2024-03-31	$248,634	5,700	0.0%	Shares	Sole	2024-04-15
2023-12-31	$229,938	5,700	-1.7%	Shares	Sole	2024-01-11
2023-09-30	$243,890	5,800	-4.9%	Shares	Sole	2023-10-16
2023-06-30	$276,330	6,100	0.0%	Shares	Sole	2023-07-26
2023-03-31	$272,182	6,100	-0.8%	Shares	Sole	2023-04-14
2022-12-31	$281,116	6,150	-3.9%	Shares	Sole	2023-04-14
2022-09-30	$258,432	6,400	0.0%	Shares	Sole	2023-04-14
2022-06-30	$267,328	6,400	-2.3%	Shares	Sole	2023-04-14
2022-03-31	$342,133	6,548	-1.1%	Shares	Sole	2023-04-14
2021-12-31	$313,863	6,623	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.