SEC 13F Intelligence

Philip James Wealth Mangement, LLC / MO

Philip James Wealth Mangement, LLC’s Altria Group Inc Position

Does Philip James Wealth Mangement, LLC own Altria Group Inc (MO)? Yes — 194.6K shares worth $13M (+1.48% of its 13F portfolio) as of Q1 2026, down from 206.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
194.6K
% of Portfolio
+1.48%
Quarters Held
10
currently held

Position History MO

Reported value by quarter
Q4 ’23: $381,016Q4 ’23Q1 ’24: $363,589Q2 ’24: $325,295Q2 ’24Q3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $13MQ2 ’25: $13MQ2 ’25Q3 ’25: $14MQ4 ’25: $12MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026194.6K$13M+1.48%
Q4 2025206.2K$12M+1.38%
Q3 2025207.3K$14M+1.60%
Q2 2025219.8K$13M+1.64%
Q1 2025221.1K$13M+1.61%
Q4 2024226.2K$12M+1.53%
Q3 2024227.9K$12M+1.43%
Q2 20247.1K$325,295+0.22%
Q1 20248.3K$363,589+0.26%
Q4 20239.4K$381,016+0.30%

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