Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$607,689
+$44,069 QoQ
Shares Held
8,446
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,378
of 2,535 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026WBH ADVISORY INC holds $1,617,890 across 2 Tobacco names. MO ranks #2 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,584 | $1,010,201 | |
| 2 | MO |
Altria Group, Inc.
This page
|
8,446 | $607,689 |
All Filings in MO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,689 | 8,446 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $563,620 | 8,541 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $501,930 | 8,705 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $482,700 | 7,307 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $472,264 | 8,055 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $493,484 | 8,222 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $392,593 | 7,508 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $385,454 | 7,552 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $379,795 | 8,338 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $365,317 | 8,375 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $328,649 | 8,147 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $344,557 | 8,194 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $463,101 | 10,223 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $466,680 | 10,459 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $449,227 | 11,125 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $566,610 | 13,565 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $691,006 | 13,225 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $684,453 | 14,443 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $686,259 | 15,076 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $720,444 | 15,110 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $745,963 | 14,581 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $598,682 | 14,602 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $576,470 | 14,919 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $603,704 | 15,381 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $704,258 | 18,212 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||