Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$95,981
+$8,875 QoQ
Shares Held
1,334
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,300
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $294,982 across 2 Tobacco names. MO ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
1,100 | $199,001 | |
| 2 | MO |
Altria Group, Inc.
This page
|
1,334 | $95,981 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,981 | 1,334 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $87,106 | 1,320 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $76,111 | 1,320 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $87,199 | 1,320 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $88,941 | 1,517 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $91,050 | 1,517 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $79,323 | 1,517 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $77,427 | 1,517 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $85,588 | 1,879 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $81,961 | 1,879 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $113,395 | 2,811 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $120,094 | 2,856 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $143,193 | 3,161 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $143,497 | 3,216 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $147,003 | 3,216 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $134,828 | 3,339 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $147,824 | 3,539 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $132,819 | 2,542 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $202,213 | 4,267 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $197,511 | 4,339 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $264,099 | 5,539 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $289,616 | 5,661 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $235,791 | 5,751 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $250,000 | 6,470 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $255,517 | 6,510 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $226,606 | 5,860 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||