Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$258,156
+$21,384 QoQ
Shares Held
3,588
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,987
of 2,535 holders
Holding Since
Mar 2025
6 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, 2026CapWealth Advisors, LLC holds $258,156 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
3,588 | $258,156 |
All Filings in MO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,156 | 3,588 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $236,772 | 3,588 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $205,096 | 3,557 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $234,975 | 3,557 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $208,546 | 3,557 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $213,491 | 3,557 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||