Position in MO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,713,378
+$114,560 QoQ
Shares Held
37,712
-4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#199
of 1,089 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $5,376,957 across 4 Tobacco names. MO ranks #1 (50.5% of the industry book) .
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,713,378 | 37,712 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $2,598,818 | 39,382 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $2,265,749 | 39,295 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,389,984 | 36,179 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,206,891 | 37,641 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,404,340 | 40,059 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,132,543 | 40,783 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||