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Lodestone Wealth Management LLC

Position in MO — Altria Group, Inc.

CIK 1950158 SPOKANE, WA

Position in MO

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$146,921
+$12,896 QoQ
Shares Held
2,042
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,252
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026

Lodestone Wealth Management LLC holds $386,789 across 3 Tobacco names. MO ranks #2 (38.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MO
Altria Group, Inc.
This page
2,042 $146,921

All Filings in MO

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $146,921 2,042
2026-03-31 $134,025 2,031
2025-12-31 $116,300 2,017