Position in MO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,233,151
+$101,357 QoQ
Shares Held
17,139
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#959
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026Modera Wealth Management, LLC holds $4,617,434 across 2 Tobacco names. MO ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
18,707 | $3,384,283 | |
| 2 | MO |
Altria Group, Inc.
This page
|
17,139 | $1,233,151 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,233,151 | 17,139 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,131,794 | 17,151 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,198,866 | 20,792 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,400,736 | 21,204 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,211,706 | 20,667 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,400,386 | 23,332 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,163,347 | 22,248 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,095,369 | 21,461 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $888,589 | 19,508 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,000,817 | 22,944 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $995,066 | 24,667 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,884,134 | 44,807 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $1,320,766 | 29,156 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $615,354 | 13,791 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $637,974 | 13,957 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $571,700 | 14,158 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $646,683 | 15,482 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $806,374 | 15,433 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $741,985 | 15,657 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $661,360 | 14,529 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $609,970 | 12,793 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $653,466 | 12,773 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $630,293 | 15,373 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $497,683 | 12,880 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $505,226 | 12,872 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $541,147 | 13,994 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||