Annis Gardner Whiting Capital Advisors, LLC
Position in MO — Altria Group, Inc.
CIK 1998414
TAMPA, FL
Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$368,168
+$48,843 QoQ
Shares Held
5,117
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,712
of 2,535 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Annis Gardner Whiting Capital Advisors, LLC holds $746,088 across 2 Tobacco names. MO ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,089 | $377,920 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,117 | $368,168 |
All Filings in MO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,168 | 5,117 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $319,325 | 4,839 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $249,321 | 4,324 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $306,254 | 4,636 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $179,876 | 3,068 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $176,518 | 2,941 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $152,268 | 2,912 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $142,197 | 2,786 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $127,722 | 2,804 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $86,149 | 1,975 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,651 | 388 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $30,023 | 714 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||