Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,397,158
+$180,686 QoQ
Shares Held
33,317
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#696
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, 2026WP Advisors, LLC holds $3,444,445 across 2 Tobacco names. MO ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
33,317 | $2,397,158 | |
| 2 | PM |
Philip Morris International Inc.
|
5,789 | $1,047,287 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,397,158 | 33,317 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,216,472 | 33,588 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,954,674 | 33,900 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,316,129 | 35,061 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,020,976 | 34,470 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,025,614 | 33,749 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,695,346 | 32,422 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,622,714 | 31,793 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,537,995 | 33,765 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,450,932 | 33,263 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,175,991 | 29,152 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,210,199 | 28,780 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,294,175 | 28,569 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,319,458 | 29,571 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,364,992 | 29,862 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,195,530 | 29,607 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,185,223 | 28,375 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,465,612 | 28,050 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,377,959 | 29,077 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,443,393 | 31,709 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,453,477 | 30,484 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,428,336 | 27,919 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $708,521 | 17,281 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $665,960 | 17,235 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $731,384 | 18,634 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $717,405 | 18,552 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||