Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,158,323
+$95,950 QoQ
Shares Held
16,099
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#980
of 2,535 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Westbourne Investment Advisors, Inc. holds $4,089,788 across 2 Tobacco names. MO ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
16,204 | $2,931,465 | |
| 2 | MO |
Altria Group, Inc.
This page
|
16,099 | $1,158,323 |
All Filings in MO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,158,323 | 16,099 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,062,373 | 16,099 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $928,268 | 16,099 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,063,499 | 16,099 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $943,884 | 16,099 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $966,261 | 16,099 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $841,816 | 16,099 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $821,692 | 16,099 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $733,309 | 16,099 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $702,238 | 16,099 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $649,433 | 16,099 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $676,962 | 16,099 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $729,284 | 16,099 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $718,337 | 16,099 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $735,885 | 16,099 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $650,077 | 16,099 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $672,455 | 16,099 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $841,172 | 16,099 | Shares | Sole | 2022-06-15 | |
| 2021-12-31 | $762,931 | 16,099 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||