AXXCESS WEALTH MANAGEMENT, LLC

Position in MO — Altria Group, Inc.

CIK 1911056 CARLSBAD, CA

Position in MO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,262,683

+$294,004 QoQ

Shares Held

31,448

+5.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#713

of 2,535 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Consumer Defensive · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $7,200,983 across 2 Tobacco names. MO ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	27,297	$4,938,300
2	MO	Altria Group, Inc. This page	31,448	$2,262,683

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,262,683	31,448	+5.4%	Shares	Sole	2026-07-28
2026-03-31	$1,968,679	29,833	-34.8%	Shares	Sole	2026-04-29
2025-12-31	$2,638,752	45,764	+29.8%	Shares	Sole	2026-02-19
2025-09-30	$2,329,539	35,264	-1.1%	Shares	Sole	2025-11-07
2025-06-30	$2,090,042	35,648	-5.9%	Shares	Sole	2025-07-28
2025-03-31	$2,273,497	37,879	-10.1%	Shares	Sole	2025-04-30
2024-12-31	$2,203,762	42,145	-20.0%	Shares	Sole	2025-02-10
2024-09-30	$2,689,859	52,701	-16.4%	Shares	Sole	2024-11-04
2024-06-30	$2,870,105	63,010	+2.5%	Shares	Sole	2024-08-09
2024-03-31	$2,680,492	61,451	-2.9%	Shares	Sole	2024-05-14
2023-12-31	$2,552,271	63,269	+13.9%	Shares	Sole	2024-02-06
2023-09-30	$2,335,709	55,546	+293.6%	Shares	Sole	2023-11-14
2023-06-30	$639,364	14,114	-57.9%	Shares	Sole	2023-08-08
2023-03-31	$1,495,573	33,518	-65.2%	Shares	Sole	2023-05-03
2022-12-31	$4,400,821	96,277	+19.1%	Shares	Sole	2023-02-16
2022-09-30	$3,263,713	80,825	-31.1%	Shares	Sole	2022-11-14
2022-06-30	$4,902,252	117,363	+75.6%	Shares	Sole	2022-08-11
2022-03-31	$3,492,128	66,835	-40.9%	Shares	Sole	2022-08-11
2021-12-31	$5,356,065	113,021	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.