Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$430,332
+$64,947 QoQ
Shares Held
5,981
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,594
of 2,535 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $1,509,641 across 2 Tobacco names. MO ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,966 | $1,079,309 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,981 | $430,332 |
All Filings in MO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,332 | 5,981 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $365,385 | 5,537 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $291,240 | 5,051 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $331,026 | 5,011 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $283,006 | 4,827 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $226,875 | 3,780 | Shares | Other | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||