Montgomery Financial Services LLC

Position in MO — Altria Group, Inc.

CIK 2149844 OCEAN CITY, MD

Position in MO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$19,930

New position

Shares Held

277

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,443

of 2,535 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Montgomery Financial Services LLC holds $42,933 across 3 Tobacco names. MO ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	277	$19,930
2	PM	Philip Morris International Inc.	78	$14,110
3	BTI	British American Tobacco p.l.c.	144	$8,893

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,930	277	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.