Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,614,486
+$175,245 QoQ
Shares Held
22,439
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#832
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $4,093,495 across 2 Tobacco names. MO ranks #2 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
13,703 | $2,479,009 | |
| 2 | MO |
Altria Group, Inc.
This page
|
22,439 | $1,614,486 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,614,486 | 22,439 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,439,241 | 21,810 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,260,562 | 21,862 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,376,558 | 20,838 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,016,116 | 17,331 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $998,252 | 16,632 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $632,290 | 12,092 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $658,467 | 12,901 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $834,248 | 18,315 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $570,942 | 13,089 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $558,749 | 13,851 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $560,274 | 13,324 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $600,813 | 13,263 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $600,317 | 13,454 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $626,089 | 13,697 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $538,749 | 13,342 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $576,300 | 13,797 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $628,828 | 12,035 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $572,281 | 12,076 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $549,471 | 12,071 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $501,212 | 10,512 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $519,478 | 10,154 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $555,632 | 13,552 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $534,932 | 13,844 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $532,387 | 13,564 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $502,284 | 12,989 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||