SIMA Wealth Partners, LLC

Position in MO — Altria Group, Inc.

CIK 2135539 NORTH CHESTERFIELD, VA

Position in MO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$287,584

+$13,924 QoQ

Shares Held

3,997

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

6.18%

of 13F equity value

Holder Rank

#1,910

of 2,535 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SIMA Wealth Partners, LLC holds $1,082,446 across 3 Tobacco names. MO ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	4,322	$781,893
2	MO	Altria Group, Inc. This page	3,997	$287,584
3	BTI	British American Tobacco p.l.c.	210	$12,969

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,584	3,997	-3.6%	Shares	Sole	2026-07-28
2026-03-31	$273,660	4,147	+2.3%	Shares	Sole	2026-05-15
2025-12-31	$233,695	4,053	0.0%	Shares	Sole	2026-05-28
2025-09-30	$267,741	4,053	-10.4%	Shares	Sole	2026-05-28
2025-06-30	$265,183	4,523	-47.7%	Shares	Sole	2026-06-15
2025-03-31	$519,413	8,654	-2.0%	Shares	Sole	2026-06-15
2024-12-31	$461,825	8,832	+203.1%	Shares	Sole	2026-06-15
2024-09-30	$148,730	2,914	0.0%	Shares	Sole	2026-06-15
2024-06-30	$132,732	2,914	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.