Icon Wealth Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 1963212 HOUSTON, TX

Position in MO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$356,368

-$1,245,935 QoQ

Shares Held

4,953

-79.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,738

of 2,535 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $7,795,871 across 3 Tobacco names. MO ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	31,526	$5,703,368
2	BTI	British American Tobacco p.l.c.	28,111	$1,736,135
3	MO	Altria Group, Inc. This page	4,953	$356,368

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$356,368	4,953	-79.6%	Shares	Sole	2026-08-05
2026-03-31	$1,602,303	24,281	+14.2%	Shares	Sole	2026-05-12
2025-12-31	$1,225,563	21,255	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$1,431,322	21,667	-40.4%	Shares	Sole	2025-11-14
2025-06-30	$2,132,490	36,372	-13.5%	Shares	Sole	2025-08-14
2025-03-31	$2,525,161	42,072	+20.7%	Shares	Sole	2025-05-15
2024-12-31	$1,822,045	34,845	+0.7%	Shares	Sole	2025-02-14
2024-09-30	$1,765,779	34,596	+0.6%	Shares	Sole	2024-11-14
2024-06-30	$1,566,327	34,387	+6.4%	Shares	Sole	2024-08-14
2024-03-31	$1,409,667	32,317	+237.1%	Shares	Sole	2024-05-15
2023-12-31	$386,699	9,586	+28.8%	Shares	Sole	2024-02-14
2022-12-31	$340,173	7,442	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$301,355	7,463	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.