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LRI Investments, LLC

Position in MO — Altria Group, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in MO

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$599,055
+$37,547 QoQ
Shares Held
8,326
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,384
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, 2026

LRI Investments, LLC holds $2,087,041 across 3 Tobacco names. MO ranks #2 (28.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MO
Altria Group, Inc.
This page
8,326 $599,055

All Filings in MO

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $599,055 8,326
2026-03-31 $561,508 8,509
2025-12-31 $494,895 8,583
2025-09-30 $629,815 9,534
2025-06-30 $540,919 9,226
2025-03-31 $469,535 7,823
2024-12-31 $385,691 7,376
2024-09-30 $392,905 7,698
2024-06-30 $390,910 8,582
2024-03-31 $293,039 6,718