Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$538,186
+$40,490 QoQ
Shares Held
7,480
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,460
of 2,535 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026First Western Trust Bank holds $1,726,764 across 2 Tobacco names. MO ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,570 | $1,188,578 | |
| 2 | MO |
Altria Group, Inc.
This page
|
7,480 | $538,186 |
All Filings in MO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,186 | 7,480 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $497,696 | 7,542 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $438,100 | 7,598 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $501,923 | 7,598 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $445,470 | 7,598 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $456,031 | 7,598 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $422,973 | 8,089 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $408,217 | 7,998 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $348,730 | 7,656 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $356,288 | 8,168 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $492,672 | 12,213 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $516,836 | 12,291 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $560,542 | 12,374 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $561,230 | 12,578 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $576,860 | 12,620 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $388,778 | 9,628 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $399,446 | 9,563 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $499,666 | 9,563 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||