Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$654,385
+$22,135 QoQ
Shares Held
9,095
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,329
of 2,535 holders
Holding Since
Mar 2020
21 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, 2026Smith Salley Wealth Management holds $3,472,600 across 2 Tobacco names. MO ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
15,578 | $2,818,215 | |
| 2 | MO |
Altria Group, Inc.
This page
|
9,095 | $654,385 |
All Filings in MO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,385 | 9,095 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $632,250 | 9,581 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $444,616 | 7,711 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $479,661 | 7,261 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $425,712 | 7,261 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $434,424 | 7,238 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $305,321 | 5,839 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $295,470 | 5,789 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $250,115 | 5,491 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $263,333 | 6,037 | Shares | Sole | 2024-05-02 | |
| 2022-12-31 | $215,842 | 4,722 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $208,306 | 4,987 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $488,642 | 9,352 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $475,747 | 10,039 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $748,029 | 16,433 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $704,328 | 14,772 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $752,665 | 14,712 | Shares | Other | 2021-04-30 | |
| 2020-12-31 | $580,068 | 14,148 | Shares | Other | 2021-01-28 | |
| 2020-09-30 | $569,514 | 14,739 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $580,899 | 14,800 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $586,314 | 15,162 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||