Position in MO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$905,241
+$303,566 QoQ
Shares Held
13,718
+31.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $3,286,036 across 7 Tobacco names. MO ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
11,331 | $1,873,460 | |
| 2 | MO |
Altria Group, Inc.
This page
|
13,718 | $905,241 | |
| 3 | BTI |
British American Tobacco p.l.c.
|
7,656 | $447,640 | |
| 4 | UVV |
Universal Corp /Va/
|
497 | $26,189 | |
| 5 | RLX |
RLX Technology Inc.
|
8,196 | $18,030 | |
| 6 | TPB |
Turning Point Brands, Inc.
|
175 | $15,184 | |
| 7 | ISPR |
Ispire Technology Inc.
|
160 | $292 |
All Filings in MO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $905,241 | 13,718 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $601,675 | 10,435 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $722,231 | 10,933 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $602,538 | 10,277 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $622,945 | 10,379 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $509,301 | 9,740 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $473,494 | 9,277 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $401,428 | 8,813 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $253,866 | 5,820 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $180,558 | 4,476 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $188,885 | 4,492 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $228,038 | 5,034 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $188,963 | 4,235 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $193,990 | 4,244 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $171,573 | 4,249 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $103,964 | 2,489 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $130,624 | 2,500 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $69,235 | 1,461 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||