PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in MO — Altria Group, Inc.
CIK 2145782
WALTHAM, MA
Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,056,657
+$88,188 QoQ
Shares Held
14,686
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,018
of 2,535 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $3,764,412 across 3 Tobacco names. MO ranks #2 (28.1% of the industry book) .
All Filings in MO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,056,657 | 14,686 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $968,469 | 14,676 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $845,410 | 14,662 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $944,724 | 14,301 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $861,216 | 14,689 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $892,197 | 14,865 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $787,958 | 15,069 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $80,388 | 1,575 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $56,891 | 1,249 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $53,303 | 1,222 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $179,028 | 4,438 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $178,376 | 4,242 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $195,181 | 27,470 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $221,404 | 4,962 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $215,705 | 4,719 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||