Commonwealth Retirement Investments LLC
PensionPosition in MO — Altria Group, Inc.
CIK 1963787
RICHMOND, VA
Position in MO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,976,343
-$921,670 QoQ
Shares Held
96,961
-19.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#390
of 2,535 holders
Holding Since
Jun 2023
13 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, 2026Commonwealth Retirement Investments LLC holds $7,305,813 across 3 Tobacco names. MO ranks #1 (95.5% of the industry book) .
All Filings in MO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,976,343 | 96,961 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,898,013 | 119,685 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,642,547 | 115,202 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,466,167 | 113,021 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,504,236 | 110,937 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,189,315 | 119,782 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,160,232 | 117,809 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,042,727 | 118,392 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,337,731 | 117,184 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,609,662 | 128,603 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,200,373 | 79,335 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,114,331 | 121,625 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,302,274 | 117,048 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||