Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,004,952
+$410,873 QoQ
Shares Held
55,663
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#538
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, 2026LVW Advisors, LLC holds $6,248,588 across 3 Tobacco names. MO ranks #1 (64.1% of the industry book) .
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,004,952 | 55,663 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,594,079 | 54,464 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,558,198 | 61,710 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,464,863 | 67,588 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,523,949 | 77,161 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,315,618 | 71,903 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,752,905 | 71,771 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,751,082 | 73,493 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,380,584 | 74,217 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,434,693 | 55,816 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,831,395 | 45,399 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,568,750 | 61,088 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,083,477 | 90,143 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,410,865 | 98,854 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,398,536 | 96,227 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,040,665 | 100,066 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,947,975 | 94,517 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,824,921 | 92,343 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,133,592 | 87,225 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,567,220 | 78,366 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,630,021 | 76,133 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,820,679 | 74,681 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,739,333 | 66,813 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,608,509 | 67,508 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,601,843 | 66,289 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,493,441 | 64,480 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||