Position in MO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$351,044
+$150,300 QoQ
Shares Held
4,879
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,753
of 2,535 holders
Holding Since
Mar 2021
4 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, 2026YHB Investment Advisors, Inc. holds $792,464 across 2 Tobacco names. MO ranks #2 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,440 | $441,420 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,879 | $351,044 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,044 | 4,879 | Shares | Sole | 2026-07-14 | |
| 2021-12-31 | $200,744 | 4,236 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $211,127 | 4,428 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $226,434 | 4,426 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||