Mowery & Schoenfeld Wealth Management, LLC
Position in MO — Altria Group, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$46,048
+$3,815 QoQ
Shares Held
640
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,381
of 2,535 holders
Holding Since
Mar 2024
10 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $155,943 across 3 Tobacco names. MO ranks #2 (29.5% of the industry book) .
All Filings in MO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,048 | 640 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $42,233 | 640 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $50,913 | 883 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $42,278 | 640 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $37,523 | 640 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $38,412 | 640 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $53,754 | 1,028 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $40,832 | 800 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $36,440 | 800 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,896 | 800 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||