Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$856,276
+$110,721 QoQ
Shares Held
11,901
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,149
of 2,535 holders
Holding Since
Dec 2020
23 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, 2026WealthTrust Axiom LLC holds $856,276 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
11,901 | $856,276 |
All Filings in MO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,276 | 11,901 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $745,555 | 11,298 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $651,212 | 11,294 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $732,869 | 11,094 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $609,927 | 10,403 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $474,338 | 7,903 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $413,247 | 7,903 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $389,639 | 7,634 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $226,793 | 4,979 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $217,183 | 4,979 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $200,852 | 4,979 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $208,063 | 4,948 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $273,657 | 6,041 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $278,294 | 6,237 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $285,276 | 6,241 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $252,011 | 6,241 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $260,686 | 6,241 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $326,092 | 6,241 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $298,130 | 6,291 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $286,366 | 6,291 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $300,288 | 6,298 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $321,847 | 6,291 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $257,931 | 6,291 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||