Position in MO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,181,629
-$519,222 QoQ
Shares Held
44,220
-21.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#596
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, 2026Wealthcare Advisory Partners LLC holds $5,218,494 across 2 Tobacco names. MO ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
44,220 | $3,181,629 | |
| 2 | PM |
Philip Morris International Inc.
|
11,259 | $2,036,865 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,181,629 | 44,220 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,700,851 | 56,082 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,538,366 | 44,023 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,431,222 | 51,941 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,016,396 | 51,448 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,810,196 | 46,821 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,476,715 | 47,365 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,469,315 | 48,380 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,885,132 | 41,386 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,732,717 | 39,723 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $930,280 | 23,061 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $891,081 | 21,191 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $941,877 | 20,792 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $964,238 | 21,610 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,040,679 | 22,767 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $749,412 | 18,559 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $661,219 | 15,830 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $737,717 | 14,119 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $653,271 | 13,785 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $907,304 | 19,932 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $983,113 | 20,619 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,075,587 | 21,024 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $787,979 | 19,219 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $656,841 | 16,999 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $683,656 | 17,418 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $709,555 | 18,349 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||