Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$750,654
+$60,861 QoQ
Shares Held
10,433
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,233
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Wealth Architects, LLC holds $2,121,770 across 2 Tobacco names. MO ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
7,579 | $1,371,116 | |
| 2 | MO |
Altria Group, Inc.
This page
|
10,433 | $750,654 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,654 | 10,433 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $689,793 | 10,453 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $602,950 | 10,457 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $694,951 | 10,520 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $615,556 | 10,499 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $629,729 | 10,492 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $558,770 | 10,686 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $552,814 | 10,831 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $489,890 | 10,755 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $467,213 | 10,711 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $437,446 | 10,844 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $466,208 | 11,087 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $505,412 | 11,157 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $491,444 | 11,014 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $502,352 | 10,990 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $438,446 | 10,858 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $467,991 | 11,204 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $623,029 | 11,924 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $515,745 | 10,883 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $485,926 | 10,675 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $509,270 | 10,681 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $545,519 | 10,663 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $435,133 | 10,613 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $410,820 | 10,632 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $417,109 | 10,627 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $369,453 | 9,554 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||