Philip James Wealth Mangement, LLC

Position in MO — Altria Group, Inc.

CIK 2002630 MILTON, GA

Position in MO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,367,485

-$472,849 QoQ

Shares Held

171,890

-11.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.68%

of 13F equity value

Holder Rank

#289

of 2,535 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Defensive · as of Jun 30, 2026

Philip James Wealth Mangement, LLC holds $21,008,373 across 3 Tobacco names. MO ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	171,890	$12,367,485
2	BTI	British American Tobacco p.l.c.	127,523	$7,875,820
3	PM	Philip Morris International Inc.	4,229	$765,068

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,367,485	171,890	-11.7%	Shares	Sole	2026-07-27
2026-03-31	$12,840,334	194,580	-5.6%	Shares	Sole	2026-04-28
2025-12-31	$11,886,954	206,156	-0.6%	Shares	Sole	2026-01-20
2025-09-30	$13,695,493	207,319	-5.7%	Shares	Sole	2025-10-24
2025-06-30	$12,888,398	219,826	-0.6%	Shares	Sole	2025-07-18
2025-03-31	$13,268,321	221,065	-2.3%	Shares	Sole	2025-04-24
2024-12-31	$11,828,886	226,217	-0.7%	Shares	Sole	2025-01-31
2024-09-30	$11,632,730	227,914	+3091.6%	Shares	Sole	2024-10-31
2024-06-30	$325,272	7,141	-14.3%	Shares	Sole	2024-07-23
2024-03-31	$363,572	8,335	-11.8%	Shares	Sole	2024-04-29
2023-12-31	$381,011	9,445	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.