HB Wealth Management, LLC

Position in MO — Altria Group, Inc.

CIK 1911253 Atlanta, GA

Position in MO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$8,962,595

+$912,475 QoQ

Shares Held

124,567

+2.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#342

of 2,535 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HB Wealth Management, LLC holds $29,231,544 across 3 Tobacco names. MO ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	104,512	$18,907,265
2	MO	Altria Group, Inc. This page	124,567	$8,962,595
3	BTI	British American Tobacco p.l.c.	22,048	$1,361,684

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,962,595	124,567	+2.1%	Shares	Sole	2026-07-29
2026-03-31	$8,050,120	121,990	+3.0%	Shares	Sole	2026-04-27
2025-12-31	$6,830,288	118,458	+3.6%	Shares	Sole	2026-01-28
2025-09-30	$7,556,339	114,386	+15.7%	Shares	Sole	2025-10-23
2025-06-30	$5,794,109	98,825	-6.3%	Shares	Sole	2025-07-17
2025-03-31	$6,328,928	105,447	+22.1%	Shares	Sole	2025-05-07
2024-12-31	$4,517,489	86,393	+5.7%	Shares	Sole	2025-01-15
2024-09-30	$4,172,060	81,741	+13.2%	Shares	Sole	2024-10-15
2024-06-30	$3,290,577	72,241	+22.8%	Shares	Sole	2024-07-26
2024-03-31	$2,565,684	58,819	+21.3%	Shares	Sole	2024-04-30
2023-12-31	$1,955,683	48,480	-11.4%	Shares	Sole	2024-01-16
2023-09-30	$2,300,891	54,718	+9.4%	Shares	Sole	2023-10-13
2023-06-30	$2,266,359	50,030	+0.8%	Shares	Sole	2023-07-13
2023-03-31	$2,215,516	49,653	+6.1%	Shares	Sole	2023-04-13
2022-12-31	$2,139,913	46,815	-0.6%	Shares	Sole	2023-01-20
2022-09-30	$1,902,180	47,107	+25.1%	Shares	Sole	2022-10-19
2022-06-30	$1,572,807	37,654	+24.6%	Shares	Sole	2022-07-15
2022-03-31	$1,578,838	30,217	+14.6%	Shares	Sole	2022-05-16
2021-12-31	$1,249,958	26,376	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.