Alley Investment Management Company, LLC
Position in MO — Altria Group, Inc.
CIK 1917618
LAKE FOREST, IL
Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,875,553
+$238,197 QoQ
Shares Held
39,966
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#633
of 2,535 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Alley Investment Management Company, LLC holds $32,104,638 across 2 Tobacco names. MO ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
161,567 | $29,229,085 | |
| 2 | MO |
Altria Group, Inc.
This page
|
39,966 | $2,875,553 |
All Filings in MO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,875,553 | 39,966 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,637,356 | 39,966 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,304,439 | 39,966 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,640,153 | 39,966 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,343,206 | 39,966 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,398,759 | 39,966 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,204,494 | 42,159 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,151,795 | 42,159 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,920,342 | 42,159 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,873,435 | 42,949 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,732,562 | 42,949 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,809,327 | 43,028 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,949,168 | 43,028 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,919,909 | 43,028 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,862,986 | 193,896 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,211,736 | 153,832 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,430,282 | 153,945 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $7,979,620 | 152,720 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||