Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,469,500
+$572,474 QoQ
Shares Held
48,221
+9.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#576
of 2,535 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $8,658,903 across 2 Tobacco names. MO ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
28,685 | $5,189,403 | |
| 2 | MO |
Altria Group, Inc.
This page
|
48,221 | $3,469,500 |
All Filings in MO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,469,500 | 48,221 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,897,026 | 43,901 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,092,827 | 36,296 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,028,768 | 30,711 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,736,796 | 29,623 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,620,600 | 27,001 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,427,307 | 27,296 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $993,493 | 19,465 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $872,145 | 19,147 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $744,244 | 17,062 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $879,048 | 21,791 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $878,172 | 20,884 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,019,159 | 22,498 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $927,739 | 20,792 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $723,589 | 15,830 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $693,001 | 17,162 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $932,014 | 22,313 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $592,985 | 11,349 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $388,977 | 8,208 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $335,983 | 7,381 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $442,994 | 9,291 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $424,014 | 8,288 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $246,000 | 6,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $287,983 | 7,453 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $236,010 | 6,013 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||