Turtle Creek Wealth Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 2007171 DALLAS, TX

Position in MO

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

Position Value

$991,039

+$110,205 QoQ

Shares Held

13,774

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,059

of 2,535 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Turtle Creek Wealth Advisors, LLC holds $11,094,420 across 3 Tobacco names. MO ranks #2 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	54,340	$9,830,649
2	MO	Altria Group, Inc. This page	13,774	$991,039
3	BTI	British American Tobacco p.l.c.	4,416	$272,732

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$991,039	13,774	+3.2%	Shares	Sole	2026-07-27
2026-03-31	$880,834	13,348	+16.8%	Shares	Sole	2026-04-27
2025-12-31	$659,111	11,431	+5.2%	Shares	Sole	2026-01-28
2025-09-30	$717,940	10,868	+144.5%	Shares	Sole	2025-10-29
2025-06-30	$260,610	4,445	+8448.1%	Shares	Sole	2025-07-28
2023-12-31	$2,097	52	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.