Richard W. Paul & Associates, LLC

Position in MO — Altria Group, Inc.

CIK 1964203 NOVI, MI

Position in MO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,377,123

+$121,136 QoQ

Shares Held

19,140

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#906

of 2,535 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Richard W. Paul & Associates, LLC holds $3,421,518 across 3 Tobacco names. MO ranks #2 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	11,147	$2,016,603
2	MO	Altria Group, Inc. This page	19,140	$1,377,123
3	BTI	British American Tobacco p.l.c.	450	$27,792

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,377,123	19,140	+0.6%	Shares	Sole	2026-08-10
2026-03-31	$1,255,987	19,033	+1.8%	Shares	Sole	2026-05-13
2025-12-31	$1,077,723	18,691	+22.7%	Shares	Sole	2026-02-12
2025-09-30	$1,005,961	15,228	-5.2%	Shares	Sole	2025-11-13
2025-06-30	$942,184	16,070	-10.2%	Shares	Sole	2025-08-12
2025-03-31	$1,074,658	17,905	-0.5%	Shares	Sole	2025-05-12
2024-12-31	$941,429	18,004	-1.1%	Shares	Sole	2025-02-05
2024-09-30	$928,876	18,199	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$825,867	18,131	+2.1%	Shares	Sole	2024-07-23
2024-03-31	$774,603	17,758	+10.7%	Shares	Sole	2024-05-14
2023-12-31	$647,255	16,045	+1.5%	Shares	Sole	2024-01-23
2023-09-30	$664,683	15,807	+16.0%	Shares	Sole	2023-10-12
2023-06-30	$617,483	13,631	+6.7%	Shares	Sole	2023-07-25
2023-03-31	$569,840	12,771	+5.1%	Shares	Sole	2023-04-24
2022-12-31	$555,282	12,148	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.