Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$288,807
-$45,300 QoQ
Shares Held
4,014
-20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,902
of 2,535 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Beta Wealth Group, Inc. holds $288,807 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
|
4,014 | $288,807 |
All Filings in MO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,807 | 4,014 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $334,107 | 5,063 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $288,300 | 5,000 | Shares | Other | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||