Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$666,472
+$61,806 QoQ
Shares Held
9,263
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,317
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, 2026TCI Wealth Advisors, Inc. holds $1,651,346 across 2 Tobacco names. MO ranks #2 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,444 | $984,874 | |
| 2 | MO |
Altria Group, Inc.
This page
|
9,263 | $666,472 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,472 | 9,263 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $604,666 | 9,163 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $507,984 | 8,810 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $609,469 | 9,226 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $554,463 | 9,457 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $556,145 | 9,266 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $442,739 | 8,467 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $438,944 | 8,600 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $408,492 | 8,968 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $318,382 | 7,299 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $304,728 | 7,554 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $376,305 | 8,949 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $377,258 | 8,328 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $370,479 | 8,303 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $378,753 | 8,286 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $334,023 | 8,272 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $343,558 | 8,225 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $424,897 | 8,132 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $384,901 | 8,122 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $432,440 | 9,500 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $452,340 | 9,487 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $520,706 | 10,178 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $445,588 | 10,868 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $462,211 | 11,962 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $499,024 | 12,714 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $504,798 | 13,054 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||