Position in MO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$503,002
+$44,240 QoQ
Shares Held
6,991
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,501
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)
Derivatives in MO
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$723,186
PutShares
18,716
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Cypress Wealth Services, LLC holds $1,778,779 across 2 Tobacco names. MO ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
7,052 | $1,275,777 | |
| 2 | MO |
Altria Group, Inc.
This page
|
6,991 | $503,002 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,002 | 6,991 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $458,762 | 6,952 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $422,359 | 7,325 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $327,723 | 4,961 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $295,905 | 5,047 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $406,335 | 6,770 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $355,572 | 6,800 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $379,686 | 7,439 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $344,676 | 7,567 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $309,571 | 7,097 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $319,452 | 7,919 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $354,229 | 8,424 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $381,607 | 8,424 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $372,309 | 8,344 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $392,054 | 8,577 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $331,075 | 8,199 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $340,174 | 8,144 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $540,160 | 10,338 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $471,435 | 9,948 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $453,015 | 9,952 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $832,159 | 17,453 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,020,028 | 19,938 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $744,150 | 18,150 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $723,186 | 18,716 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $2,981,351 | 75,958 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,933,622 | 75,863 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||