Back to MO
Philip James Wealth Mangement, LLC → MO
Philip James Wealth Mangement, LLC MO Position History
Altria Group, Inc. • Consumer Defensive
Quarters held
4
Latest value
$10.8M
Q3 2026
Peak value
$12.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.9M |
| Q1 2026 | $12.8M |
| Q2 2026 | $12.4M |
| Q3 2026 | $10.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.8M | 161.1K | — | — |
| Q2 2026 | $12.4M | 171.9K | — | — |
| Q1 2026 | $12.8M | 194.6K | — | — |
| Q4 2025 | $11.9M | 206.2K | — | — |
Other funds holding MO
$9.4B
$8.9B
$8.3B
$5.1B
$5.1B
$4.8B
$4.8B