Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,115,512
-$100,221 QoQ
Shares Held
15,504
-15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#995
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Welch & Forbes LLC holds $3,757,340 across 2 Tobacco names. MO ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
14,603 | $2,641,828 | |
| 2 | MO |
Altria Group, Inc.
This page
|
15,504 | $1,115,512 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,115,512 | 15,504 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,215,733 | 18,423 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,142,532 | 19,815 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,452,263 | 21,984 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,288,921 | 21,984 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,196,018 | 19,927 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,174,537 | 22,462 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,084,344 | 21,245 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $947,804 | 20,808 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $937,524 | 21,493 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $932,459 | 23,115 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,001,042 | 23,806 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,087,471 | 24,006 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,178,235 | 26,406 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,208,206 | 26,432 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,116,385 | 27,647 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,078,167 | 25,812 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,303,533 | 24,948 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,186,029 | 25,027 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,137,817 | 24,996 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,167,969 | 24,496 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,318,137 | 25,765 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,161,817 | 28,337 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,021,680 | 26,441 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $952,950 | 24,279 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $931,018 | 24,076 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||