Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$507,175
+$43,860 QoQ
Shares Held
7,049
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,493
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026TRUE Private Wealth Advisors holds $1,639,490 across 2 Tobacco names. MO ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,259 | $1,132,315 | |
| 2 | MO |
Altria Group, Inc.
This page
|
7,049 | $507,175 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,175 | 7,049 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $463,315 | 7,021 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $404,830 | 7,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $463,807 | 7,021 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $379,394 | 6,471 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $282,754 | 4,711 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $246,338 | 4,711 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $240,449 | 4,711 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $487,886 | 10,711 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $640,297 | 14,679 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $580,492 | 14,390 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $656,316 | 15,608 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $652,274 | 14,399 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $638,021 | 14,299 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $649,036 | 14,199 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $569,923 | 14,114 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $585,281 | 14,012 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $732,127 | 14,012 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $656,493 | 13,853 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $627,629 | 13,788 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $662,513 | 13,895 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $707,849 | 13,836 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $527,219 | 12,859 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $493,200 | 12,764 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $571,715 | 14,566 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $612,726 | 15,845 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||