Position in MO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,918,091
+$1,319,792 QoQ
Shares Held
137,847
+5.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#326
of 2,535 holders
Holding Since
Mar 2020
25 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, 2026Sequoia Financial Advisors, LLC holds $31,146,198 across 4 Tobacco names. MO ranks #2 (31.8% of the industry book) .
All Filings in MO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,918,091 | 137,847 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,598,299 | 130,297 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,852,948 | 118,851 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,587,057 | 114,851 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,033,385 | 85,850 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,466,688 | 74,420 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,959,398 | 75,720 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,157,103 | 42,263 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,741,422 | 38,231 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,402,950 | 32,163 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,355,181 | 33,594 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,010,966 | 24,042 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,137,165 | 25,103 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,071,817 | 24,021 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,098,411 | 24,030 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $613,170 | 15,185 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $619,657 | 14,835 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $974,305 | 18,647 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $839,656 | 17,718 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $771,271 | 16,176 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $597,651 | 11,682 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $434,436 | 10,596 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $435,859 | 11,280 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $428,413 | 10,915 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $626,531 | 16,202 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||