Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$58,279
-$3,157 QoQ
Shares Held
810
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,357
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, 2026Clearstead Trust, LLC holds $102,782 across 2 Tobacco names. MO ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
810 | $58,279 | |
| 2 | PM |
Philip Morris International Inc.
|
246 | $44,503 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,279 | 810 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $61,436 | 931 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $61,638 | 1,069 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $26,820 | 406 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,338 | 381 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,681 | 78 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $26,354 | 504 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $25,724 | 504 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,957 | 504 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $21,984 | 504 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,297 | 404 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $16,988 | 404 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,301 | 404 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $258,974 | 5,804 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $265,300 | 5,804 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $234,365 | 5,804 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $242,433 | 5,804 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $303,259 | 5,804 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $275,051 | 5,804 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $264,198 | 5,804 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $126,447 | 2,652 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $276,264 | 5,400 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $244,893 | 5,973 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $230,796 | 5,973 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $332,565 | 8,473 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $327,650 | 8,473 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||