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Investmark Advisory Group LLC → MO

Investmark Advisory Group LLC MO Position History

Altria Group, Inc. • Consumer Defensive

Quarters held
4
Latest value
$5.7M
Q3 2026
Peak value
$5.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.6M
Q1 2026$5.3M
Q2 2026$5.8M
Q3 2026$5.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.7M84.0K——
Q2 2026$5.8M81.1K——
Q1 2026$5.3M80.5K——
Q4 2025$4.6M80.3K——

Other funds holding MO

Other Investmark Advisory Group LLC positions

AAPL

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$14.4M
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APPLE INC

$12.3M
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$11.8M
AAPL

APPLE INC

$10.7M
COF-PN

CAPITAL GROUP GROWTH ETF

$9.7M
COF-PN

CAPITAL GROUP GROWTH ETF

$9.6M
COF-PN

CAPITAL GROUP GROWTH ETF

$9.3M
PM

PHILIP MORRIS INTL INC

$8.3M