Three Magnolias Financial Advisors, LLC
Position in MO — Altria Group, Inc.
CIK 2056795
WINSTON-SALEM, NC
Position in MO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$370,542
+$30,694 QoQ
Shares Held
5,150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,706
of 2,535 holders
Holding Since
Mar 2025
6 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, 2026Three Magnolias Financial Advisors, LLC holds $759,498 across 2 Tobacco names. MO ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,150 | $388,956 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,150 | $370,542 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,542 | 5,150 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $339,848 | 5,150 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $309,922 | 5,375 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $355,072 | 5,375 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $315,136 | 5,375 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $322,607 | 5,375 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||