Marshall & Sterling Wealth Advisors Inc.
Position in MO — Altria Group, Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$71,950
+$5,960 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,340
of 2,535 holders
Holding Since
Mar 2025
6 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $71,950 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
1,000 | $71,950 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,950 | 1,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $65,990 | 1,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $57,660 | 1,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $75,571 | 1,144 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $69,650 | 1,188 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,642 | 144 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||