Schrum Private Wealth Management LLC

Position in MO — Altria Group, Inc.

CIK 1914987 ST. AUGUSTINE, FL

Position in MO

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

Position Value

$424,361

-$18,233 QoQ

Shares Held

5,898

-12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,603

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

Schrum Private Wealth Management LLC holds $920,597 across 2 Tobacco names. MO ranks #2 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	2,743	$496,236
2	MO	Altria Group, Inc. This page	5,898	$424,361

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,361	5,898	-12.1%	Shares	Sole	2026-08-10
2026-03-31	$442,594	6,707	-0.5%	Shares	Sole	2026-05-08
2025-12-31	$388,686	6,741	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$445,244	6,740	+14.6%	Shares	Sole	2025-11-10
2025-06-30	$344,744	5,880	0.0%	Shares	Sole	2025-07-23
2025-03-31	$352,917	5,880	0.0%	Shares	Sole	2025-05-02
2024-12-31	$307,465	5,880	-49.1%	Shares	Sole	2025-02-07
2024-09-30	$589,205	11,544	+95.8%	Shares	Sole	2024-11-05
2024-06-30	$268,517	5,895	0.0%	Shares	Sole	2024-07-30
2024-03-31	$257,139	5,895	+1.8%	Shares	Sole	2024-05-03
2023-12-31	$233,487	5,788	-1.8%	Shares	Sole	2024-01-26
2023-09-30	$247,842	5,894	0.0%	Shares	Sole	2023-11-07
2023-06-30	$266,998	5,894	+4.7%	Shares	Sole	2023-07-24
2023-03-31	$251,210	5,630	-10.9%	Shares	Sole	2023-04-20
2022-12-31	$288,887	6,320	0.0%	Shares	Sole	2023-01-20
2022-09-30	$255,201	6,320	-17.7%	Shares	Sole	2022-10-27
2022-06-30	$320,668	7,677	0.0%	Shares	Sole	2022-07-22
2022-03-31	$401,123	7,677	-5.4%	Shares	Sole	2022-05-05
2021-12-31	$384,427	8,112	—	Shares	Sole	2022-03-11
No filing history on record for this holder in this stock.