Smallwood Wealth Investment Management, LLC

Position in MO — Altria Group, Inc.

CIK 1921304 RED BANK, NJ

Position in MO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$389,249

+$32,244 QoQ

Shares Held

5,410

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,671

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

Smallwood Wealth Investment Management, LLC holds $3,250,359 across 3 Tobacco names. MO ranks #2 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	15,815	$2,861,091
2	MO	Altria Group, Inc. This page	5,410	$389,249
3	GNLN	Greenlane Holdings, Inc.	8	$19

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$389,249	5,410	0.0%	Shares	Sole	2026-07-23
2026-03-31	$357,005	5,410	0.0%	Shares	Sole	2026-04-22
2025-12-31	$311,940	5,410	0.0%	Shares	Sole	2026-01-23
2025-09-30	$357,384	5,410	-0.4%	Shares	Sole	2025-10-17
2025-06-30	$318,595	5,434	-0.5%	Shares	Sole	2025-10-03
2025-03-31	$327,709	5,460	+0.4%	Shares	Sole	2025-04-25
2024-12-31	$284,353	5,438	-1.6%	Shares	Sole	2025-01-17
2024-09-30	$282,047	5,526	-21.3%	Shares	Sole	2024-10-16
2024-06-30	$319,852	7,022	-21.1%	Shares	Sole	2024-07-26
2024-03-31	$388,130	8,898	+0.3%	Shares	Sole	2024-04-25
2023-12-31	$357,735	8,868	+2.6%	Shares	Sole	2024-01-23
2023-09-30	$363,480	8,644	+1.8%	Shares	Sole	2023-10-31
2023-06-30	$384,778	8,494	-18.4%	Shares	Sole	2023-07-17
2023-03-31	$464,628	10,413	-0.0%	Shares	Sole	2023-04-25
2022-12-31	$476,161	10,417	-30.0%	Shares	Sole	2023-02-14
2022-09-30	$600,935	14,882	+7.3%	Shares	Sole	2022-11-14
2022-06-30	$579,558	13,875	+2.3%	Shares	Sole	2022-08-08
2022-03-31	$708,562	13,561	+0.1%	Shares	Sole	2022-04-21
2021-12-31	$641,897	13,545	—	Shares	Sole	2022-04-05
No filing history on record for this holder in this stock.