SEC 13F Intelligence

Lifeworks Advisors, LLC / MO

Lifeworks Advisors, LLC’s Altria Group Inc Position

Does Lifeworks Advisors, LLC own Altria Group Inc (MO)? Yes137.8K shares worth $9M (+1.17% of its 13F portfolio) as of Q1 2026, down from 140.5K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
137.8K
% of Portfolio
+1.17%
Quarters Held
13
currently held

Position History MO

Reported value by quarter
Q1 ’23: $202,039Q1 ’23Q2 ’23: $279,229Q3 ’23: $417,545Q3 ’23Q4 ’23: $265,586Q1 ’24: $271,597Q1 ’24Q2 ’24: $299,513Q3 ’24: $382,901Q3 ’24Q4 ’24: $459,239Q1 ’25: $568,877Q1 ’25Q2 ’25: $542,536Q3 ’25: $8MQ3 ’25Q4 ’25: $8MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026137.8K$9M+1.17%
Q4 2025140.5K$8M+1.05%
Q3 2025116.5K$8M+1.02%
Q2 20259.3K$542,536+0.08%
Q1 20259.5K$568,877+0.09%
Q4 20248.8K$459,239+0.08%
Q3 20247.5K$382,901+0.08%
Q2 20246.6K$299,513+0.08%
Q1 20246.2K$271,597+0.08%
Q4 20236.6K$265,586+0.09%
Q3 20239.9K$417,545+0.16%
Q2 20236.2K$279,229+0.12%
Q1 20234.5K$202,039+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeworks Advisors, LLC’s full portfolio or all institutional holders of MO.