Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$353,706
+$27,188 QoQ
Shares Held
4,916
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,746
of 2,535 holders
Holding Since
Jun 2020
15 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, 2026BSW Wealth Partners holds $1,154,594 across 2 Tobacco names. MO ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,427 | $800,888 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,916 | $353,706 |
All Filings in MO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,706 | 4,916 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $326,518 | 4,948 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $283,917 | 4,924 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $326,534 | 4,943 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $287,931 | 4,911 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $297,279 | 4,953 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $269,032 | 5,145 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $201,352 | 3,945 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $372,490 | 8,149 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $329,056 | 8,149 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $329,272 | 7,883 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $202,886 | 3,883 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $203,463 | 3,977 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $236,554 | 6,122 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $255,399 | 6,507 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||